Financial Counselor
Baylor University Medical Center
Financial Counselor Here at Baylor Scott & White Health we promote the well‑being of all individuals, families, and communities. Baylor Scott and White is the largest not‑for‑profit healthcare system in Texas that empowers you to live well. Our Core Values are: We serve faithfully by doing what's right with a joyful heart. We never settle by constantly striving for better. We are in it together by supporting one another and those we serve. We make an impact by taking initiative and delivering exceptional experience. Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include: Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 Note: Benefits may vary based upon position type and/or level. The Financial Counselor performs financial clearance tasks like verifying insurance and providing price estimates. This role resolves disputed billing issues through patient interaction. It also serves as an expert in financial assistance policies and facility collections, and supports special projects. Essential Functions of the Role: Works closely with facility leadership to ensure all patients are financially cleared and screened. Conducts patient interviews to obtain demographic and financial data for registration, insurance verification, pre‑certification and billing. Records accurate patient demographic information when reviewing previous accounts and accounts with future dates of service. Follows and acts on several complex system policies (financial assistance, limited plan, point of service, out of network, etc.) Obtains and screens guarantor financial information for financial assistance and or refers patient to appropriate resource for public assistance programs. Provides estimates of procedures and services, calculates payment requirements, and negotiates pre‑service payments according to financial clearance requirements. Establishes payment arrangements for future and previous services. Reviews future schedule to ensure pre‑authorization and pre‑payments have been collected. Assists with contacting the physician's office and patient to ensure pre‑authorization and referral requirements are met before the service date. Reviews and interprets explanation of benefits from payers. This helps patients and guarantors understand claims processing or denial of services. Key Success Factors: 3 years of healthcare experience or education equivalency required. Proven ability to problem‑solve, perform critical thinking. Requires good listening, interpersonal and communication skills, and professional, pleasant and respectful telephone etiquette. Maintain a professional demeanor in stressful and emotional environments. This includes crime, behavioral health, suffering patients, and life‑or‑death situations. Must exhibit high empathy and communicate effectively with patients and families during traumatic events, while showing exceptional customer service skills. Demonstrates ability to manage multiple, changing priorities in an effective and organized manner. Excellent data entry, numeric, typing and computer navigational skills. Basic computer skills and Microsoft Office and Excel. Belonging Statement: We believe that all people should feel welcomed, valued and supported. Qualifications: EDUCATION - H.S. Diploma/GED Equivalent EXPERIENCE - 3 Years of Experience #J-18808-Ljbffr Baylor University Medical Center
- Baylor Scott & White Health in McKinney, Texas, is looking for a Financial Counselor to perform essential financial clearance tasks, including verifying insurance and providing cost estimates. This role is crucial in resolving billing issues and assisting with financial...Suggested
$24 - $28 per hour
...Frisco, TX 75034 Position Type: Full-Time Salary Range: $24.00 - $28.00 Hourly Dallas IVF is looking for a full-time Patient Financial Counselor to join our growing team at our Frisco location. This is an opportunity to work in the innovative and exciting field of infertility...SuggestedHourly payFull timeWork at officeLocal area$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedWork at officeFlexible hours
- ...A leading financial services firm in McKinney is seeking Entry-Level Financial Advisors to assist clients in finding personalized financial solutions. This role includes building a client base and driving action with financial products. Successful candidates will have...Suggested
- ...patients are our number one priority! We're committed to giving children back their childhood! Job Posting Title: Patient Financial Counselor (Frisco) Location: Frisco - Ambulatory Surgical Center Additional Posting Details: Monday - Friday 8:00am -...Work at officeMonday to Friday
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- Job Description A healthcare provider is in search of Patient Financial Counselors. The ideal candidate would educate patients on what services are covered by insurance, copays, deductible, and out-of-pocket costs by working with the Pre‑Service Coordinators to gather...
$115.92k
...Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well‑being of individuals...$10k
...Financial Planning Counselor Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts...Work at officeWork from home- ...Ivy Fertility is seeking a full-time Patient Financial Counselor in Frisco, TX. This role is crucial for guiding patients through financial processes related to fertility treatment, including insurance verification and counseling. The ideal candidate will possess strong...Full time
$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full... ...regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in-services/training,...Contract workTemporary workWork experience placementWork at office- ...A leading insurance company in McKinney, Texas, is seeking driven individuals to create personalized insurance and financial solutions for clients. No finance background is needed, as extensive training and support to get licensed will be provided. With a focus on mentorship...Traineeship
- ...SkyKey Financial is seeking dedicated individuals in McKinney, Texas for both part-time and full-time positions. The role involves educating clients on retirement and life insurance options while building strong relationships with them. Qualifications include a Life Insurance...Full timePart time
- ...Modern Woodmen of America, located in McKinney, Texas, seeks passionate financial representatives dedicated to helping individuals achieve their financial goals. The role involves creating personalized financial plans and providing essential guidance to enrich community...
$45.66k
...Must have over a thousand hours of financial counseling experience (must be achieved prior to application for position). Receives... ...towards earning the required certification as a Personal Financial Counselor (PFC). Responsible for providing education, information and...Contract workTemporary workTraineeshipWork experience placementWork at office- ...A local insurance and financial services agency is seeking an Insurance and Financial Services Position - State Farm Team Member. The role involves developing client relationships, providing financial planning advice, and assisting with retirement and insurance needs....Local area
- ...adhering to the policies and regulatory standards as they relate to the role. We Offer: An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in...Temporary workShift work
- Globe Life is seeking a Sr. Financial Analyst in McKinney, Texas, for a hybrid role involving financial planning, analysis, and reporting. This role will support executive leadership with high-quality financial plans and reports while leading various financial processes...
$68.9k - $131.1k
Job Summary The Raytheon Operations, Supply Chain & Quality (OSCQ) Finance organization is seeking a Senior Financial Analyst to serve as a finance business partner and strategic advisor to the Raytheon Global Security Services team. The role focuses on financial analysis...Temporary workWork at officeFlexible hours- Christie Rhyne - State Farm Agent in McKinney, Texas, is seeking an outgoing Agent Team Member who is customer-focused and enjoys working with the public. This role includes establishing customer relationships, providing accurate service, and educating clients about insurance...
- Prattwhitney is seeking a Senior Financial Analyst in McKinney, Texas, to serve as a finance business partner for the Raytheon Global Security Services team. This role involves financial analysis, forecasting, and compliance assurance related to indirect expense budgets...
- ...Trent Wilkins - State Farm Agent in McKinney, Texas, is seeking a dedicated Insurance and Financial Services Position - State Farm Team Member. In this role, you will enhance customer relationships and support their financial needs by providing tailored insurance and financial...
$40k - $80k
...State Farm Agent in McKinney, Texas seeks a motivated team member for their insurance and financial services team. You will develop client relationships, provide indispensable financial advice, and assist clients with retirement planning and insurance needs. The ideal...- JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in McKinney, Texas, to provide comprehensive financial planning and advice to individuals and families. This role focuses on relationship management and delivering a superior investor experience through personalized...
- Bank of America is seeking a skilled financial advisor in McKinney, Texas. The role entails providing comprehensive advice and customized solutions to clients aiming to achieve their financial goals. Responsibilities include triaging client leads, building financial plans...Full time
$57.2k - $108.8k
Date Posted: 2026-06-16 Location: 2501 W University Dr, Wing A, Building, McKinney, TX, USA. Role Type: Onsite U.S. Citizenship is required. An active DoD Secret security clearance is required on day one. Responsibilities Provide customer service to employees regarding...Temporary workWork at officeFlexible hours- An established industry player is seeking a Security Analyst & Facility Security Officer to oversee security protocols for IT and physical facilities. This vital role involves managing security systems, conducting audits, and ensuring compliance with defense regulations...
- Security Clearance Req: TS Full Time Technical Job Summary: The Security Analyst & Facility Security Officer (FSO) will be responsible for managing, administering, and coordinating security protocols for both IT infrastructure and physical facility premises. This role ...Full timeContract workFor subcontractorWork at office
$57.2k - $108.8k
Prattwhitney in McKinney, Texas, is seeking a dedicated individual to manage personnel security questions and administer security procedures effectively. The ideal candidate holds a university degree and has strong skills in Microsoft Office, communication, and data entry...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- financial planning assistant Mckinney, TX
- financial consultant Mckinney, TX
- financial advisor associate Mckinney, TX
- financial planning associate Mckinney, TX
- jde finance consultant Mckinney, TX
- financial associate Mckinney, TX
- financial planner Mckinney, TX
- financial advisor Mckinney, TX
- associate corporate finance Mckinney, TX
- financial planning administrator Mckinney, TX


