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Client Financial Representative

12 hours ago


Lake Forest, California, United States Light Counseling Full time

ABOUT LIGHT COUNSELING

 Light Counseling has served more than 60,000 Individuals, Couples, & Families and has been providing professional, confidential, and distinctly Christian counseling services to Virginia for over 30 years. Additionally, we serve clients in 8 other states We take pride in incorporating God's truth in the helping process. Our mission is to bring hope to the hopeless and healing to those who are hurting by helping individuals realize their God-given, divine potential.

POSITION OVERVIEW

Light Counseling is hiring a Client Financial Representative to support the financial and billing needs of our outpatient mental health services. This role serves as a key point of contact for clients regarding insurance coverage, billing questions, and payment options, while also supporting revenue cycle operations and internal coordination. The ideal candidate is detail-oriented, client-focused, and comfortable handling sensitive financial and insurance information in a confidential, regulated environment.

LEVEL OF RESPONSIBILITY

At Light Counseling, we value confidentiality and strictly adhere to federal and state privacy laws and practices, including HIPAA. While all work is performed under supervision, the Client Financial Representative is expected to function effectively and independently, demonstrating flexibility, initiative, maturity, and sound decision-making within the framework of Light Counseling's policies and employee handbook.

Due to the sensitive nature of client financial and insurance information in a healthcare setting, the Client Financial Representative must remain vigilant to ensure that all billing, insurance verification, and client communications comply with applicable state and federal privacy regulations.

KEY RESPONSIBILITIES

Insurance Verification & Client Financial Support

  • Verify insurance eligibility, benefits, and authorizations for outpatient mental health services
  • Explain insurance coverage, copays, deductibles, coinsurance, and self-pay options to clients
  • Assist clients with payment plans, financial assistance programs, and sliding-scale fee arrangements
  • Address client questions related to account balances, statements, and payment options
  • Respond to client inquiries regarding insurance verification, coverage status, and eligibility

Billing & Revenue Cycle Support

  • Enter, review, and post charges for outpatient mental health services in the billing system
  • Collect and post client payments accurately; reconcile daily transactions
  • Generate client statements and support routine billing cycles
  • Track client balances and conduct standard follow-ups on outstanding accounts
  • Maintain accurate billing data and financial records
  • Process refunds, credits, and account adjustments as needed
  • Coordinate with internal staff to resolve billing discrepancies
  • Support data entry and reporting in EHR and billing systems
  • Serve as liaison with external law firm regarding collection activity

Coordination & Administrative Support

  • Collaborate with clinicians, intake coordinators, and scheduling staff to support accurate billing and client communication
  • Serve as a point of contact for routine insurance-related administrative questions
  • Act as the Medallion credentialing liaison to ensure provider insurance enrollments are processed in a timely manner
  • Track credentialing enrollment status and follow up on outstanding items
  • Maintain accurate documentation of client communications and account updates

Compliance & Confidentiality

  • Ensure compliance with HIPAA, payer requirements, and applicable state and federal regulations
  • Maintain accurate, secure, and confidential client and financial records

MINIMUM QUALIFICATIONS

  • High school diploma or equivalent required; associate or bachelor's degree in healthcare administration, business, or a related field preferred
  • Prior experience in medical billing, healthcare revenue cycle, insurance verification, or client financial services
  • Familiarity with insurance benefits, authorizations, and billing processes for outpatient healthcare services
  • Strong attention to detail and ability to manage multiple tasks and deadlines
  • Excellent communication skills and ability to explain financial information clearly and compassionately
  • Proficiency with EHR systems, billing platforms, and basic reporting tools
  • Ability to handle sensitive and confidential information with professionalism

PREFERRED QUALIFICATIONS

  • Experience in behavioral health or outpatient mental health settings
  • Familiarity with Medicaid, Medicare, and commercial insurance plans
  • Experience working with payment plans, financial assistance programs, or sliding-scale fees
  • Prior experience coordinating credentialing or payer enrollment processes
  • Comfort working in a mission-driven or purpose-focused organization

BENEFITS

  • Competitive pay based on experience
  • Health, dental, and vision insurance
  • 401(k) retirement plan with company match
  • Paid time off and holidays
  • Opportunities for professional growth and advancement within the organization
  • Work in a supportive, collaborative, and purpose-driven environment
  • Participation in company events and mission-focused initiatives
  • On-site role with regular interaction with team members and clinicians