Financial Counselor I
5 days ago
Position Summary:
The Financial Counselor assists patients and their families with a host of services to ensure that the process of collecting payments is fully explained and is as comfortable as possible.
Shift: 3 - 12hr shifts with rotating weekends and holidays.
Responsibilities:Essential Functions
- Understands the importance Orlando Health Bayfront places on providing exemplary customer service and performs job functions in a manner that helps meet the department customer service goals
- Demonstrates a positive and professional approach and communicates effectively with customers and team members at all times.
- Efficiently and accurately gathers and inputs patient/guarantor demographic and financial information
- Contacts Primary Care or Admitting Physician to obtain authorizations, diagnosis, and procedure detail as necessary.
- Explains necessary forms and obtains signatures from patient/guarantor.
- Contacts appropriate payers, verifying benefits and obtaining necessary authorizations.
- Explains insurance benefits and collects co-pays, deductibles and self-pay portions due.
- Collects for related professional care when appropriate.
- Documents authorization and benefit information in registration system.
- Assembles patient record and obtains copies of relevant documents including insurance cards, photo identification cards and any advance directives.
- Demonstrates a basic knowledge of third party reimbursement requirements and regulations.
- Exhibits competency in the use of all registration systems, electronic verification tools and Web based resources.
- Follows Patient Financial Services self-pay policies including completion of Guarantor Financial Statement Application, explanation of payment options and collections of monies due.
- Follows Patient Financial Services policies related to cash handling.
- Performs basic individual cashiering functions.
- Collects and inventories patient valuables following policy guidelines.
- Maintains basic understanding of the medical necessity screening process and appropriate systems.
- Performs appropriate pre-registration functions including calling physician offices, insurance payers and the patient/guarantor, as necessary.
- Maintains departmental logs for statistical reporting.
- Consistently meets Quality Assurance standards set by Patient Access and the department.
- Meets departmental goals regarding collections, productivity and customer service.
- Maintains flexibility in work schedule availability that allows department to change/modify work schedule to meet departmental needs.
- Meets federal, state and hospital requirements related to compliance issues.
- Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards.
- Maintains compliance with all Orlando Health policies and procedures.
- Attends and participates in department staff meetings and attends other meetings as assigned.
- Responsible for reviewing and adhering to all Patient Financial Services and departmental education initiatives.
- Meets all corporate and Patient Financial Services annual recertification and education requirements.
- Assists his/her manager in planning and organizing department activities.
Qualifications:
Experience
- Two (2) years experience in a financial, business office, or customer service environment required.
- Proficient in Windows Microsoft Office-based products (Word, Excel, PowerPoint).
- Typing proficiency.
- One (1) year PC/Windows experience.
Education/Training
- High School or equivalent.
- Must complete Patient Financial Services Orientation program and annual educational requirements.
-
Financial Counselor
2 weeks ago
St Petersburg, United States Fisher Investments Full timeStop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you dont have to wear the "many hats" of a typical Financial Advisor....
-
Investment Counselor
4 weeks ago
St Petersburg, United States Fisher Investments Full timeStop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you dont have to wear the "many hats" of a typical Financial Advisor....
-
Financial Counselor Lead
1 month ago
St Petersburg, United States Bayfront Health Full timePosition Summary: The Financial Counselor Lead is a key position on the team which assists patients and their families with a host of services to ensure that the process of collection payments is fully explained and is as comfortable as possible. Location: Orlando Health Bayfront Hospital - St. Petersburg, Florida Shift: 2nd Responsibilities: Essential...
-
Financial Services Representative
4 days ago
St Petersburg, United States Bayfront Health Full timeJob SummaryBayfront Health is seeking a highly skilled Financial Counselor I to join our team. As a Financial Counselor I, you will play a critical role in ensuring that patients and their families receive exceptional financial services.Key ResponsibilitiesProvide Exceptional Customer Service: Understand the importance of providing exemplary customer service...
-
Portfolio Counselor
4 weeks ago
St Petersburg, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
-
Portfolio Counselor
2 weeks ago
St Petersburg, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
-
Portfolio Counselor
4 weeks ago
St Petersburg, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
-
Portfolio Counselor
1 week ago
St Petersburg, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
-
Portfolio Counselor
1 week ago
St Petersburg, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
-
Counselor, Financial
4 weeks ago
St. Louis Park, United States Park Nicollet Methodist Hospital Full timePark Nicollet is looking to hire a Financial Counselor to join our team! Come join us as a Partner for Good and help us make an impact on the care and experience that our patients and their families receive every day. Position Summary: Interfaces with patients, PNHS staff, Insurance providers, and County Social Services and vendors to meet the needs of...
-
Annuity Counselor
17 hours ago
St. Petersburg, Florida, United States Fisher Investments Full timeAbout the Role:Fisher Investments is seeking a skilled Annuity Counselor to join our team. As an Annuity Counselor, you will work closely with high-net-worth investors to provide expert guidance on annuity-related products and services.Key Responsibilities:Investigate and analyze the features and benefits of prospective and current clients' specific...
-
Patient Financial Services Representative I
1 month ago
St. Petersburg, United States Johns Hopkins Medicine Full timeJoin an amazing global healthcare organization! Excellent compensation package! Awesome benefits, including dependent tuition reimbursement! POSITION SUMMARY: The Patient Financial Services Representative I is responsible for a variety of roles, including but not limited to customer service, claim processing, affiliate registration, and cash posting....
-
Financial Advisor I
2 weeks ago
St Petersburg, United States Bayfront Health Full timeJoin Our Team as a Financial Advisor At Bayfront Health, we are seeking a dedicated Financial Advisor to support patients and their families with financial services. In this pivotal role, you will be responsible for: Delivering outstanding customer service while accurately collecting patient information. Verifying insurance benefits and managing payment...
-
Investment Banking Analyst I
2 days ago
St Petersburg, United States Raymond James Financial Incorporated Full timeAbout Raymond James Financial IncorporatedRaymond James Financial Incorporated is a leading financial services firm that provides trusted advice and tailored strategies for individuals and institutions. Our focus is on delivering exceptional client experiences and building a diverse and inclusive workforce.Job SummaryWe are seeking a highly motivated and...
-
St Louis, United States Magellan Health Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
-
Personal Financial Counselor, PFC, Fort Snelling, MN
2 months ago
St Paul, United States Magellan Health Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
-
Addiction Recovery Counselor
2 weeks ago
St Louis, Missouri, United States Peoples Family of Corporations Full timeJob OverviewPOSITION SUMMARY:This role is focused on evaluating and understanding the needs of clients dealing with substance use issues. The counselor will coordinate the creation of personalized treatment plans, lead both group and individual counseling sessions, and manage the discharge planning process. As a trusted guide and advocate, the Substance Use...
-
Internal Auditor I
4 weeks ago
St Louis, United States Stifel Financial Full timeUnder general supervision, the Internal Auditor I performs operational, financial, and compliance audits of various internal departments to evaluate the adequacy and effectiveness of the organization's governance, risk management process, system of i Internal Auditor, Auditor, Internal, Audit, Operations, Accounting
-
Substance Use Counselor
4 weeks ago
St Louis, United States People's Family of Corporations Full timePOSITION SUMMARY:This position is responsible for assessment and identification of client’s needs; coordination of the development of the treatment plan; facilitation of outpatient groups and individual counseling and coordination of the discharge planning process. The Substance use Counselor serves as the client’s guide, confidant, advisor, and...
-
Addiction Recovery Counselor
1 week ago
St Louis, Missouri, United States Peoples Family of Corporations Full timeJob OverviewPOSITION SUMMARY:This role is focused on evaluating and addressing the needs of clients struggling with substance use disorders. The Substance Use Counselor is integral in developing personalized treatment strategies, leading both group and individual counseling sessions, and overseeing the discharge planning process. This position acts as a...