Financial Counselor I

Orlando Health•Orlando, FL

5h•Onsite

About The Position

The Financial Counselor serves as a key resource for patients navigating the financial aspects of their care. This role acts as the first point of contact, providing clear, empathetic guidance regarding insurance coverage, benefits, payment options, and billing processes to ensure a smooth and supportive patient experience.

Requirements

High School Diploma or equivalent required
Completion of Patient Financial Services Orientation and annual education requirements
Minimum two (2) years of experience in: Financial services Business office operations Customer service environment
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Typing proficiency required
Minimum one (1) year of PC/Windows experience

Responsibilities

Demonstrates an understanding of Orlando Health’s commitment to exceptional customer service
Maintains a professional, positive, and patient‑focused demeanor at all times
Accurately gathers and enters patient and guarantor demographic and financial information
Contacts Primary Care or Admitting Physicians to obtain: Authorizations Diagnosis details Procedure information
Explains required forms and obtains appropriate patient/guarantor signatures
Verifies insurance benefits and obtains necessary authorizations from payers
Provides clear explanations of insurance benefits, co‑pays, deductibles, and self‑pay balances
Collects payments for services rendered when applicable
Documents benefit and authorization information in the registration system
Assembles patient records, including insurance cards, photo identification, and advance directives
Communicates effectively with patients, team members, and leadership to support efficient workflows