Financial Counseling Representative

R1•Mequon, WI

2d•Onsite

About The Position

R1 is hiring an on-site Financial Counseling Representative at Ascension Columbia St. Mary’s Ozaukee in Mequon, Wisconsin. This patient-facing hospital role helps uninsured and underinsured patients understand their coverage, financial assistance options, and financial responsibilities. The representative meets with patients in their rooms, screens for potential eligibility for available programs, assists with applications, and explains options and next steps with clarity and compassion. The role requires regular movement between multiple hospital floors and balancing patient-centered service with accuracy and productivity in a fast-paced hospital setting. The representative protects patient privacy and works with clinical, Patient Access, and revenue cycle teams. The schedule is 8 a.m. to 5 p.m. The posting lists an hourly pay range of $16.48–$23.13; it also states pay is determined by role, level, location, job-related skills, experience, and relevant education or training. This on-site position may involve working around illnesses or injuries and supporting patients in stressful situations. Facility vaccination requirements may apply, including annual flu vaccination. A background check and drug screening may be required before hire. Reasonable accommodations may be provided to qualified individuals.

Requirements

High school diploma or GED.
Strong customer service, communication, and interpersonal skills.
Compassion and professionalism when discussing sensitive personal and financial information.
Ability to explain complex information in clear, simple language.
Strong attention to detail and ability to manage multiple systems and priorities.
Ability to navigate and work efficiently across multiple systems.
Ability to work on-site, move regularly between multiple hospital floors, and meet with patients in their rooms throughout the day.

Nice To Haves

Experience in financial counseling, eligibility, Patient Access, registration, patient financial services, or revenue cycle.
Knowledge of Medicaid, Marketplace coverage, hospital financial assistance, or similar programs.
Experience completing eligibility screenings, applications, or supporting documentation.

Responsibilities

Travel between multiple hospital floors and visit uninsured and underinsured patients in their rooms to review financial needs and available resources.
Screen patients for potential eligibility for Medicaid, Marketplace coverage, hospital financial assistance, and other programs.
Help patients complete applications and gather required documents.
Explain coverage options, application steps, and next steps clearly.
Discuss estimated patient responsibility and available payment options, and support collection of amounts due respectfully.
Track application status, follow up on missing information, and document activity accurately.
Protect patient privacy and work closely with clinical, Patient Access, and revenue cycle teams.
Balance compassionate service, accuracy, and productivity in a fast-paced hospital setting.