Entry-Level Financial Counselor (Sacramento)

Northern California Behavioral Health System•Sacramento, CA

48d•$21 - $25

About The Position

At our healthcare facility, we believe that compassionate care extends beyond the bedside—it includes guiding patients and their families through the often-complex world of healthcare finances. Our mission is to ensure every patient feels informed, supported, and empowered when making financial decisions about their care. We value empathy, accuracy, and teamwork, and we work every day to make the patient experience as smooth and stress-free as possible. As an Entry-Level Financial Counselor, you will be the bridge between patients, their families, and our business office. Your work will directly impact how patients access care, understand their financial options, and navigate insurance or assistance programs. By ensuring accurate admissions, clear communication, and proactive financial guidance, you’ll help reduce billing issues, improve reimbursement rates, and create a more positive patient journey.

Requirements

High school degree or equivalent
Two years of healthcare experience
Two years of insurance verification experience
Experience with Medi-Cal/Healthcare insurance verification and billing preferred.
Current NCI equivalent as approved by the Chief Nursing Officer (or obtained within the first 30 days of hire).
Knowledge of CPT/ICD-10 coding helpful.
Thorough knowledge of medical terminology.
Knows what a copay, coinsurance, deductible and an out-of-pocket maximum are
Knows how these affect claim adjudication and patient responsibility
Knows how to calculate patient’s estimated responsibility based on benefits and scheduled procedure(s) using Excel
Knows how to read and interpret insurance benefits
Current CPI Certification ( or obtained within first 30 days of hire)
Current BLS Certification (or obtained within first 30 days of hire)
Strong customer service skills with a patient-first mindset.
Good PC skills, including proficiency with Microsoft Office and data entry systems.
Excellent communication and interpersonal abilities, with a talent for explaining complex information clearly.
High attention to detail and accuracy in handling sensitive information.
Ability to work collaboratively with multiple departments in a fast-paced environment.

Nice To Haves

Previous experience in healthcare admissions, billing, or customer service is a plus, but not required—training will be provided.

Responsibilities

Welcome and interview incoming patients or their families to gather essential personal and insurance information.
Arrange and coordinate patient admissions, ensuring all required paperwork is completed accurately and on time.
Verify insurance coverage and communicate admission details promptly to relevant departments.
Provide clear, compassionate financial counseling to patients and authorized family members before admission.
Assist patients with Medi-Cal eligibility, applications, and other financial assistance programs.
Contact county offices for Treatment Authorization Requests (TAR) and follow up on payment status.
Support collections efforts by addressing billing inquiries and helping resolve outstanding balances.
Collaborate with the business office to reduce claim denials and increase reimbursement rates.
Maintain accurate records and respond promptly to patient and staff inquiries.
Perform other duties as assigned to support the smooth operation of the admissions and billing process.