Financial Counselor

Swope Health • Kansas City, MO

2d

About The Position

The Financial Counselor supports patients in understanding and managing the financial aspects of their care at Swope Health. The role helps patients with insurance verification, financial assistance applications, payment arrangements, and education about coverage options. The Financial Counselor supports a positive patient experience while maintaining compliance with applicable federal, state, and payer requirements and contributing to the financial sustainability of Swope Health’s services.

This is a full-time, non-exempt position. It may require travel between Swope Health locations in the Kansas City area, and it involves extended periods of computer use and patient interaction.

Requirements

• High school diploma or equivalent.
• At least 2 years of experience in healthcare financial counseling, medical billing, insurance verification, or a related field.
• Knowledge of Medicaid, Medicare, commercial insurance, and Marketplace plans.
• Strong communication, customer service, and problem-solving skills.
• Ability to work with diverse populations with empathy and professionalism.

Nice To Haves

• Associate degree in Business, Healthcare Administration, Social Services, or a related field.
• Experience in an FQHC or community health center setting.
• Bilingual proficiency in Spanish or other languages commonly spoken in the community.

Responsibilities

• Provide patients with clear, compassionate guidance about insurance benefits, out-of-pocket costs, and available financial assistance programs.
• Assist patients with applications for Medicaid, Marketplace plans, sliding fee discounts, and other assistance programs.
• Explain billing statements, charges, and payment options in a patient-friendly manner.
• Verify insurance coverage, benefits, and authorization requirements before services.
• Communicate coverage limitations and financial obligations to patients and clinical staff.
• Maintain accurate documentation of eligibility determinations and patient interactions.
• Establish payment plans in accordance with Swope Health policies.
• Collect co-pays, deductibles, and outstanding balances professionally and sensitively.
• Identify complex financial issues and escalate them to leadership as needed.
• Ensure activities comply with HIPAA, HRSA guidelines, federal and state regulations, and payer requirements.
• Maintain accurate, timely, and complete documentation in the electronic health record (EHR) and billing systems.
• Participate in audits, quality reviews, and process improvement initiatives.
• Work with registration, billing, clinical teams, and community outreach staff to support seamless patient access.
• Provide customer service that reflects Swope Health’s mission and values.
• Participate in staff meetings, training sessions, and cross-functional initiatives.

Benefits

• Medical benefits, including a Health Savings Account option
• Dental insurance
• Vision insurance
• 401(k) retirement plan with company match
• Company-paid life insurance
• Company-paid Accidental Death & Dismemberment coverage
• Company-paid short- and long-term disability coverage
• Flexible Spending Account
• Paid days off beginning at 12 days annually, effective the first day of employment
• Eight annual company-paid holidays
• One annual paid personal day

What This Job Offers

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