Financial Counselor

Insight Global is looking for a Financial Counselor to support patient admissions and financial operations within a fast-paced healthcare environment. This individual will play a key role in guiding patients and families through the financial aspects of care, including insurance verification, eligibility screening, and payment planning.
This role supports daily admissions driven by referrals from multiple emergency departments, with patient volume typically ranging from 5-20 cases per day. The ideal candidate is comfortable working in a dynamic setting, engaging directly with patients, and managing both administrative and financial responsibilities.

Key Responsibilities

Participate in the admissions process, including responding to inquiries related to services, insurance, and financial obligations
Perform insurance verification and eligibility screenings across various payer types
Provide financial counseling to patients and families related to self-pay, co-pays, and outstanding balances
Review applications and patient data for accuracy, completeness, and quality
Collect and document all patient demographic and financial information
Prepare and present daily financial counseling reports prior to team meetings
Assess patient financial needs and refer to appropriate assistance programs (e.g., Medicare, Medi-Cal, Covered CA)
Coordinate and collect patient payments, including in-person collections and follow-ups
Conduct daily patient follow-up for outstanding balances and financial needs
Maintain knowledge of case rates (IP, OP, CD), levels of care, and daily census activity
Manage and reconcile credit balances, including:

Self-pay patient balances and reimbursements
Commercial payer credit balances

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:


Required Skills & Experience

1-2+ years of experience within a medical facility, physician's office, or medical business office
Experience with:

Insurance verification
Collections
Financial counseling
HIPAA compliance

Experience working with credit balances (self-pay and commercial payer)
Proficiency in Microsoft Office (Excel, Word, Outlook)
High School Diploma or equivalent
Up-to-date on required vaccinations (3 COVID-19 doses + annual flu shot)


Nice to Have Skills & Experience

Experience within a behavioral health setting
Familiarity with EMR (Electronic Medical Record) systems
Bilingual in English and Spanish
Knowledge of Medicare and Medi-Cal


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.