Financial Counselor-Hybrid
About The Position
Mayo Clinic is a top-ranked healthcare provider dedicated to patient needs and employee well-being. We offer competitive compensation, comprehensive benefits, and opportunities for career advancement. This hybrid Financial Counselor position is predominantly remote, requiring occasional on-site attendance at any Mayo Clinic campus within 100 miles for meetings, training, or operational needs. The role involves assisting patients with financial clearance by obtaining and updating insurance, financial, and demographic information in the Epic system. Counselors will help patients understand options for covering financial obligations like co-pays and deductibles, and may assist with Medicaid, Third Party eligibility, and Charity Care applications. Establishing payment plans and collecting self-pay balances are also key responsibilities. The position requires adherence to quality assurance and productivity standards.
Requirements
- High School Diploma or GED and 2+ years of relevant experience required OR Bachelor’s degree required
- Ability to read and communicate effectively
- Basic computer/keyboarding skills
- Intermediate mathematic competency
- Good written and verbal communication skills
- Knowledge of proper phone etiquette and phone handling skills
- Good verbal communication skills
- Ability to work in a complex and patient-centered environment
- Comfortable with ambiguity
- Good decision making and judgment capabilities
- Attention to detail
- Self-motivated, self-directed, and highly organized
- Ability to prioritize work and handle a variety of tasks simultaneously
- Belief in the mission and strong ethical conduct is essential
- This vacancy is not eligible for sponsorship / we will not sponsor or transfer visas for this position.
Nice To Haves
- Prior Medical Insurance Experience
- Knowledge of and experience using an Epic RC/EMR system
- Healthcare Financial Management Association (HFMA) Certification
Responsibilities
- Assist patients with their financial clearance prior to, during, or after their treatment period.
- Obtain and update insurance, financial, and demographic information within the Epic environment.
- Help patients and/or their families understand and assist with options to cover their financial obligations, including co-pays, deductibles, and co-insurance.
- Assist patients with Medicaid, Third Party eligibility, and Charity Care applications and processing.
- Establish payment plans and collect true self-pay and self-pay residual balances.
- Assist patients with ad-hoc financial issues as needed.
- Adhere to quality assurance guidelines and established productivity standards.
Benefits
- Medical: Multiple plan options.
- Dental: Delta Dental or reimbursement account for flexible coverage.
- Vision: Affordable plan with national network.
- Pre-Tax Savings: HSA and FSAs for eligible expenses.
- Retirement: Competitive retirement package to secure your future.
- Continuing education and advancement opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
