Financial Counselor - Onsite
About The Position
The Financial Counselor assesses clients’ financial situations, including income, expenses, debts, and insurance coverage, and provides personalized counseling based on their needs and goals. The role develops financial plans to help clients manage medical expenses and other financial responsibilities, and advises on budgeting, debt management, and strategies to improve financial stability. The counselor helps clients understand health insurance benefits, coverage limits, exclusions, and claims processes, and identifies additional assistance options such as government programs and charitable resources. The role maintains confidential records, prepares and reviews financial documents, and educates clients on financial literacy topics. It also involves collaboration with healthcare providers, insurers, and other stakeholders, compliance with applicable regulations and policies, and ongoing efforts to improve service quality and client satisfaction.
Requirements
- Previous experience in financial counseling, financial planning, or a related role.
- Strong understanding of financial principles, insurance policies, and debt management.
- Excellent communication, interpersonal, and problem-solving skills.
- Ability to handle sensitive information discreetly and maintain confidentiality.
Responsibilities
- Assess clients’ financial situations, including income, expenses, debts, and insurance coverage.
- Provide personalized financial counseling based on clients’ needs and goals.
- Develop and implement plans to help clients manage medical expenses and other financial responsibilities.
- Advise clients on budgeting, debt management, and strategies to improve financial stability.
- Help clients understand health insurance benefits, coverage limits, exclusions, and claims processes.
- Assist clients in exploring financial assistance options, including government programs and charitable resources.
- Maintain accurate and confidential records of client interactions, financial assessments, and plans.
- Prepare and review financial documents, including promissory notes, payment agreements, and insurance claims.
- Educate clients on financial literacy topics, including medical bills, insurance policies, and budgeting.
- Conduct workshops or seminars on financial counseling topics as needed.
- Collaborate with healthcare providers, insurance companies, and other stakeholders to address clients’ financial needs.
- Communicate clearly and empathetically with clients.
- Ensure compliance with regulations, policies, and procedures related to financial counseling and client data management.
- Seek to improve the quality of financial counseling services and client satisfaction.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
