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Financial Counselor

3 months ago

Philadelphia, United States Mazzoni Center Full time
Job DescriptionJob Description


Job Summary: The Financial Counselor is responsible for helping patients navigate their financial

responsibilities, understand insurance processes, and connect with external resources to ensure access to

healthcare services. This role requires excellent communication skills, empathy, compassion, being detailoriented,

and a commitment to patient advocacy.

Communication: Good oral and written communication skills are required for this position. The person

in this position must be able to communicate effectively with clients, staff, and others, and contribute to a

positive environment.

Key Responsibilities:

• Review explanation of benefits (EOB) with patients to clarify insurance coverage and financial

obligations.

• Assist patients in understanding medical bills, including out-of-pocket costs, copayments,

deductibles, and coinsurance.

• Connect patients with external resources such as Pennie and Compass to explore insurance options

and financial assistance programs.

• Provide guidance on insurance claims, appeals, and reimbursement processes.

• Collaborate with healthcare providers and internal departments to resolve financial issues and

ensure a seamless patient experience.

• Facilitate warm hand-offs to internal and external services, including social workers and

community resources.

• Maintain accurate and confidential patient financial records.

• Stay updated on changes in healthcare laws, regulations, and insurance policies.

Qualifications

• High School diploma or GED

• Previous experience in financial counseling, healthcare billing, or patient advocacy preferred.

• Strong understanding of insurance terminology and billing processes.

• Excellent communication skills, with the ability to explain complex financial information clearly.

• Empathetic approach to assisting individuals with diverse backgrounds and financial situations.

• Proficiency in computer applications and software.

• Ability to work independently and collaboratively in a fast-paced environment.

Job Title: Financial Counselor FLSA Status: Non-Exempt

Department: Fiscal Primary Location: 1348 Bainbridge Street

Reports to: Exec. Financial Officer (or designee) Supervises: 0

• Commitment to maintaining confidentiality and ethical standards.

Clearances:

1. Background checks are required, including Criminal Background Clearance, Child Abuse Clearance, and FBI Clearance.

Physical Requirements: 1

1. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met

2. Kneeling, bending legs at knee to come to a rest on knee or knees Crouching. Bending the body downward and forward by bending leg and spine

3. Reaching. Extending hand(s) and arm(s) in any direction

4. Walking. Moving about on foot to accomplish tasks, particularly for long distances or moving from one work site to another

5. Talking. Expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly;

6. Hearing. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound;

7. Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers.

8. Exerting up to 35 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.

1 Mazzoni Center is committed to the principles and practice of equal employment opportunity and to the full inclusion of all qualified individuals. As part of this commitment, consistent with the Americans with Disabilities Act, the Pennsylvania Human Relations Act, and the Philadelphia Fair Practices Ordinance, it is Mazzoni Center’s policy to provide reasonable accommodation to perform the essential functions of this position when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship.