Financial Counseling Representative

Shriners Children's

1d • Remote

About The Position

The Financial Counseling Representative plays a critical role in ensuring a positive financial experience for patients and families. This position provides comprehensive financial advocacy by assessing eligibility for internal and external financial assistance programs, supporting insured patients facing out-of-pocket cost challenges, and actively reducing financial barriers to care. The representative serves as a trusted liaison between patients, families, clinical teams, and the Benefits Assistance Team while maintaining compliance with all regulatory and organizational policies.

Requirements

• 3 years of experience in at least one of the following: healthcare financial counseling, insurance verification, patient access or customer service within a healthcare setting
• Epic EMR experience
• Bilingual English / Spanish
• High School Diploma/GED

Nice To Haves

• Associate's Degree in Business, Healthcare Administration or related field
• Billing experience helpful

Responsibilities

• Conduct thorough financial assistance screenings using the HEART application and other approved tools to determine eligibility for hospital charity programs and external financial resources.
• Assist insured patients experiencing financial hardship by evaluating eligibility for deductible, copay, and coinsurance support programs.
• Manage assigned financial assistance work queues efficiently, ensuring timely and accurate completion and follow-up.
• Investigate and resolve insurance discrepancies, coverage conflicts, and registration-related issues to prevent downstream denials and billing delays.
• Communicate clearly, empathetically, and professionally with patients and families regarding financial obligations and available support pathways while maintaining confidentiality.
• Collaborate with Benefits Assistance, Registration, Revenue Cycle teams, and external agencies to streamline financial clearance and enhance the overall patient financial experience.
• Monitor cases and documentation to ensure compliance with federal and state regulations, payer policies, hospital charity care standards, and HIPAA requirements.
• Identify trends in financial hardship and escalate complex cases or operational barriers to leadership for timely resolution and process improvement.
• Maintain accurate documentation within the electronic health record and related systems to support reporting, audit readiness, and program transparency.
• Contribute to a culture of patient advocacy by proactively assisting families through stressful financial situations and promoting equitable access to care.

Benefits

• All employees are eligible for medical coverage on their first day!
• upon hire all employees are eligible for a 403(b) and Roth 403(b) Retirement Saving Plan with matching contributions of up to 6% after one year of service
• paid time off
• life insurance
• short term and long-term disability
• Flexible Spending Account (FSA) plans
• Health Savings Account (HSA) if a High Deductible Health Plan (HDHP) is elected
• tuition reimbursement
• home & auto
• hospitalization
• critical illness
• pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED