Client Financial Representative
About The Position
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. 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.
Requirements
- 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
Nice To Haves
- 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
Responsibilities
- 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
- 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
- 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
- Ensure compliance with HIPAA, payer requirements, and applicable state and federal regulations
- Maintain accurate, secure, and confidential client and financial records
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
