Financial Counseling Specialist

Evergreen Health • Buffalo, NY

1d

About The Position

At Evergreen and our affiliates, we value collaborative, down-to-earth individuals and encourage self-expression. We recognize that our diverse workforce allows us to provide culturally competent care to everyone in our community.

We’re hiring a Financial Counseling Specialist to help patients access the insurance coverage and financial resources they need to get high-quality care. If you're a great communicator who enjoys problem‑solving and guiding others through complex information, this role could be a fantastic fit.

As part of the essential functions, the Financial Counseling Specialist:

Requirements

• Qualified Candidate will have a high school diploma or equivalent, Associate degree preferred
• minimum of six (6) months previous experience working with patients in a medical center/practice setting
• certification as a NYS Health Assistor and/or Certified Application Counselor is preferred
• must be able to communicate clearly and professionally in writing and verbally
• must have familiarity with MS Office Software (Outlook, Word, Excel)
• must have excellent time management skills, problem solving and organizational skills
• knowledge of different types of insurance coverage and policies required
• awareness of and sensitivity to the issues and health disparities faced by underserved populations is essential

Nice To Haves

• certification as a NYS Health Assistor and/or Certified Application Counselor is preferred
• Associate degree preferred

Responsibilities

• Verify insurance and financial information before appointments and help resolve any issues; document updates in the EMR for front desk staff.
• Assist patients with insurance enrollment and recertification through the NY State of Health Marketplace.
• Support self‑pay patients by collecting payments and setting up payment plans when needed.
• Screen patients for Sliding Fee Scale eligibility and complete applications with those who qualify.
• Contact insurance companies to confirm coverage and ensure procedures are billable.
• Educate patients about their insurance benefits in clear, understandable terms.
• Help eligible patients enroll in assistance programs and understand their coverage options.
• Create tools and processes to help patients secure insurance, and serve as a link between clinic and billing teams.
• Work closely with billing to prevent claim denials caused by incorrect insurance information.

Benefits

• Multiple comprehensive medical health insurance plans for you to choose from
• Dental and Vision coverage at no cost to you
• Paid Time Off package that equals 4 weeks of time in your first year
• 403b with a generous company match
• Paid parking or monthly metro pass
• Professional development opportunities
• Paid lunch breaks

What This Job Offers

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