Financial Counselor

Premier Community Healthcare Grp.Dade City, FL
Onsite

About The Position

The Financial Counselor works directly with patients during the registration process to address financial assistance, insurance eligibility, and patient balances. This role collaborates closely with the Billing Department to ensure patient questions and concerns are resolved efficiently. Financial Counselors play a vital role in patient satisfaction, financial transparency, and accurate documentation, supporting effective revenue cycle operations.

Requirements

  • High School Diploma or GED required
  • Certified Application Counselor (CMS) certification or ability to obtain within 90 days of hire
  • Basic understanding of medical terminology and documentation
  • Ability to perform basic mathematical calculations
  • Ability to obtain and maintain Epic certification and annual compliance training

Nice To Haves

  • Associate’s degree strongly preferred
  • Minimum of two (2) years’ experience in financial counseling, medical billing, insurance, collections, or healthcare front office roles preferred
  • Bilingual (English/Spanish) preferred

Responsibilities

  • Review uninsured patients to determine eligibility for financial assistance
  • Screen and assist patients with financial assistance applications, including income verification
  • Conduct outreach to educate patients on available financial assistance programs
  • Review, collect, and establish payment plans for self-pay balances
  • Assist patients who are hesitant to pay by offering payment plan options
  • Manage assigned Epic work queues
  • Support insurance eligibility verification, appointment preparation, and authorization processes as needed
  • Coordinate handoffs to the Billing Department for complex billing questions and concerns
  • Provide guidance and training support to front office staff regarding registration and walk-in patients
  • Escalate complex patient complaints or billing concerns to leadership as appropriate
  • Answer multiple phone lines professionally and assist callers with non-clinical issues
  • Maintain confidentiality and comply with HIPAA regulations
  • Communicate effectively with care team members to support patient flow
  • Support organizational goals, quality improvement initiatives, and community engagement
  • Perform other duties as assigned
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