Client Financial Counselor

Josselyn•Northbrook, IL

7d•Hybrid

About The Position

Josselyn, a nonprofit community mental health center, has been serving people since 1951 when Dr. Irene Josselyn saw a need for kids and families to get help without worrying about the cost. Today, Josselyn is known for its excellent mental health care, offering outpatient therapy, psychiatry, case management, employment support and intensive programs for youth. With 6 locations in northern Cook and Lake County, Josselyn is a high-quality affordable option serving more than 7,500 people annually. Due to our excellent programming, depth and breadth of services, financial strength, staffing and outstanding leadership, Josselyn was honored in June 2025 by being the only nonprofit named to Crain’s Chicago Business Fast 50 list for the second consecutive year. Job Summary The Client Financial Counselor provides clients with guidance and support understanding and resolving their healthcare bills by explaining insurance benefits, out of pocket expenses, and setting up payment plans of their outstanding balance. Schedule Monday - Friday, 8:30 AM - 4:30 PM Hybrid safter 90 days requiring in office presence on Tuesday and Thursday

Requirements

High school diploma or equivalent and at least three years of experience with insurance procedures and client interaction in a medical business office setting
Must possess adequate math and computer skills using MS Excel
Minimum three years of experience with insurance procedures and client interaction in a medical business office setting

Nice To Haves

Associate degree strongly preferred
Previous financial counseling experience preferred
Previous benefits verification experience preferred

Responsibilities

Verify benefits for new and existing clients as needed.
Educate new clients regarding insurance benefits and financial responsibility.
Create materials (FAQs, internet verbiage, etc) to inform and educate clients
Engage with new clients regarding insurance benefits and financial responsibility.
Initiate acknowledgement letter for client to sign off on benefits and financial out of pocket expense/visit.
Produce and review client balance statements
Assist in collection of outstanding balances.
Engage with clients in person and/or via telephone regarding outstanding balances
Field telephone calls from clients to provide explanation of outstanding balances
Schedule calls/appointments with clients to discuss as necessary
Coordinate the collection of client payments across all locations, working in collaboration with the Client Access Coordinators
Arrange payment plans.
Educate clients about payment method options
Present payment options and/or create payment plans; secure client signature to plan
Negotiate and strategize client payment arrangements
Maintain accurate records and generate reports that enable adherence to KPIs
Update client accounts and balances appropriately
Monthly co-payments analysis
Payment Plan Analysis
Report high balance accounts regularly to manager and Finance leadership