Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Counselor

Harbor

Financial Counselor

Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment.

Position is full-time, 40 hours per week.

Education/Experience/Other Requirements:

  • Certificate in Medical Billing or an associate degree in business, healthcare, accounting, or closely related field required, or may substitute two years related experience in lieu of degree or certification.
  • Demonstrated knowledge and understanding of health/behavioral health billing procedures and eligibilities for third-party providers preferred.
  • Strongly prefer prior experience in customer service and behavioral health setting.
  • Must have strong attention to detail and be able to communicate effectively with various individuals.
  • Strong customer service skills and effective communication skills required.
  • Competent computer/PC skills using Microsoft Office 365, Excel, and electronic health record systems.
  • Must be able to establish daily work priorities and work independently and efficiently to meet deadlines
  • Must be honest, dependable, self-disciplined, organized and be able to work well as a team member.

Essential Job Competencies/Primary Duties:

  1. Receives incoming questions from clients, payers and/or clinicians regarding client accounts; initiates data submission for any additional information needed, and interprets information back to the client, payer and/or clinician.
  2. Prepares paperwork for self-pay accounts to be sent to collections and adjusts self-pay balances when accounts are sent to collections.
  3. Initiates, processes, and maintains monthly payment agreements for clients.
  4. Generates and works aging reports for client balances, effectively keeping accounts current and sending outstanding balances to collections in a timely manner.
  5. Maintains monthly statement process and completes all tasks required for statement submission.
  6. Submits monthly statement file to vendor each month and monitors any issues with files submitted.
  7. Monitors and investigates client statement issues including bad addresses, incorrect and insufficient information.
  8. Processes and maintains client bankruptcy notices to ensure compliance with appropriate policies and procedures.
  9. Maintains current knowledge regarding public payers, third-party and first-party payment procedures and regulations.
  10. Responsible for reviewing closed cases for client overpayments and submitting requests for client refunds.
  11. Keeps current with trends and developments related to essential job competencies and demonstrates continued growth.

About Harbor:

  • A leading provider of mental health and substance use treatment for over 100 years.
  • 350+ clinical staff serve over 24,000 clients across multiple locations and in the community each year.
  • Services ranging from counseling, pharmacological management, primary care, psychological testing, case management, substance use treatment, residential services, vocational program, and more!

Why Work for Harbor?

  • Medical, dental, and vision coverage
  • Retirement plan with company match
  • Generous paid time off, sick time, and paid holidays
  • Tuition and professional license reimbursement programs
  • Clinical supervision hours offered
  • Employee referral bonuses
  • Ability to make a difference in your community!
Vacancy posted 11 days ago
Similar jobs that could be interesting for youBased on the Financial Counselor in Toledo, OH vacancy
  • $61k - $119k

     ...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused... 
    Suggested
    For contractors
    Work at office

    Northwestern Mutual

    Toledo, OH
    4 days ago
  •  ...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 Advisor... 
    Suggested
    Work at office
    Flexible hours

    Bankers Life

    Toledo, OH
    1 day ago
  •  ...Overview Gryphon Financial Partners is a $2.4B AUM independent RIA and multi-family office serving high-net-worth clients and families. We offer a core Wealth Management practice and a Multi-Family Office for families with $25M+ in assets spanning investment management... 
    Suggested
    Work at office

    Gryphon Financial Partners

    Toledo, OH
    3 days ago
  •  ...Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first‑in‑class training and mentoring, and the advantage of carrying the banner of a 170+ year‑old, Fortune 100 company with over $600B in assets. As an Advisor,... 
    Suggested

    Skylight Financial Group

    Toledo, OH
    5 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Toledo, OH
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With...  ...PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place where everyone feels... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Toledo, OH
    2 days ago
  •  ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals... 

    Voya Financial

    Toledo, OH
    4 days ago
  •  ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their... 
    Local area

    Modern Woodmen

    Toledo, OH
    2 days ago
  •  ...Overview WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their... 

    Wealthbridge-Financial-Group

    Ottawa Hills, OH
    5 days ago
  •  ...Job Description Job Description Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment. Position is full-time... 
    Full time
    Work at office

    Harbor, Inc.

    Toledo, OH
    6 days ago
  • $1,000 per month

    148 N Summit St. Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Toledo, OH
    5 days ago
  •  ...President At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation. Citizens National Bank has an excellent... 
    Full time
    Temporary work
    Local area

    CNB Bank

    Toledo, OH
    4 days ago
  • $110k - $200k

     ...looking for an individual focused on delivering excellence through attention to detail. The Opportunity We’re seeking a senior-level Financial Planner to take ownership of client relationships, lead sophisticated portfolio strategies, and optimize financial planning... 
    Work at office

    Croak Capital

    Toledo, OH
    5 days ago
  • $110k - $120k

     ...Roofline business unit and the preparation of annual operating plan, forecasting and reporting for Operations. The position will own the financial planning uploads in NSPB, variance analysis for materials and labor, and assist with ad hoc requests from the Operations... 
    Full time
    Work at office
    Local area
    Flexible hours
    Shift work
    Night shift

    LeafHome

    Toledo, OH
    2 days ago
  • $75k

     ...workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Maumee, OH. Financial Advisors are based within a bank branch and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Toledo, OH
    5 days ago
  •  ...Position Summary The Sr. Financial Analyst FP&A is responsible for supporting company-wide financial planning, forecasting, reporting, and analysis. This role serves as a finance business partner to cross-functional teams and leadership by analyzing company performance... 
    H1b
    Work at office
    Local area
    Flexible hours

    Net Impact

    Toledo, OH
    2 days ago
  • $41.25k - $68.75k

     ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Toledo, OH
    5 days ago
  •  ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers... 
    Work experience placement
    Work at office

    Fifth Third Bank, N.A.

    Toledo, OH
    15 hours ago
  •  ...Financial Consultant & Relationship Manager, Toledo, OH • Wealth Management To analyze the customer’s investment needs, proactively identifying and selling a broad array of Investment and Insurance products, achieving sales and referral goals while developing a positive... 
    Work experience placement
    Work at office

    Civista Bancshares Inc

    Toledo, OH
    3 days ago
  •  ...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude... 
    Work at office
    Flexible hours

    Hantz Group

    Maumee, OH
    4 days ago
  •  ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Toledo, OH
    15 hours ago
  •  ...Organization : Name TOLEDO OH Default: Location : City MAUMEE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing... 
    Work at office
    Local area

    Western & Southern Life

    Maumee, OH
    1 day ago
  • $41.25k - $68.75k

     ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Toledo, OH
    2 days ago
  • $18 - $23.08 per hour

     ...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our... 
    Hourly pay
    Full time
    Work experience placement
    Shift work
    Day shift

    Key Bank

    Toledo, OH
    3 days ago
  • $37.44k - $44k

     ...Branch office you will be based in Toledo, OH. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers... 
    Part time
    Work experience placement
    Work at office

    Fairygodboss

    Toledo, OH
    5 days ago
  • $14.42 - $24.04 per hour

     ...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers... 
    Hourly pay
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Toledo, OH
    5 days ago
  • $18 - $23.08 per hour

     ...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours
    Shift work
    Day shift

    Key Bank

    Toledo, OH
    1 day ago
  •  ...environment, we'd love to meet you. As a Teller, you'll be the face of our credit union-providing exceptional service, handling financial transactions accurately, and helping members feel welcomed and supported. This position is perfect for someone who enjoys working... 
    Part time

    Glass City Federal Credit Union

    Toledo, OH
    3 days ago
  •  ...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our... 
    Part time
    Day shift

    KeyCorp

    Toledo, OH
    1 day ago
  •  ...s Retail Branch in Toledo, Ohio. As a Part Time Teller, you will deliver a unique customer experience aimed at improving customer financial wellbeing while fostering an inclusive workplace. The position involves educating customers on products, engaging in lobby activities... 
    Part time

    Fairygodboss

    Toledo, OH
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!