Financial Counselor (Medical Office)

North Florida Surgeons, P.A.•Fort Walton Beach, FL

3d•$19 - $21•Onsite

About The Position

We are seeking a detailed-orientated, strong team player and highly organized candidate to join our group as a Financial Counselor working closely with our surgery scheduling department. The Financial Counselor supports patients by explaining insurance benefits, estimating out-of-pocket costs, and arranging payment options. This role acts as a bridge between patients, providers, and billing staff to ensure patients understand their financial responsibility and feel supported throughout their care.

Requirements

High school diploma or equivalent (Associate’s degree preferred)
1–3 years of experience in a medical office, healthcare billing, insurance verification, or financial counseling role
Strong understanding of insurance plans in the state of Florida
Excellent communication and customer service skills
Ability to explain complex financial information in an empathetic, patient-friendly way
Strong attention to detail and organizational skills
Proficiency with EHR and practice management systems
Empathy and professionalism when working with patients
Problem-solving and conflict resolution skills
Ability to work independently and as part of a team
Time management and multitasking abilities

Nice To Haves

Associate’s degree

Responsibilities

Contacts patients to review insurance coverage, benefits, and eligibility, providing a clear explanation of patient’s out-of-pocket expenses
Verify insurance information and confirm appropriate referrals/authorizations are in place
Provide accurate cost estimates for procedures, treatments, and services
Explain payment policies, billing processes, and financial responsibility in a clear, compassionate manner
Collect treatment deposits and set up payment arrangements according to office policy
Document all patient interactions accurately in the practice management system
Maintain patient confidentiality and comply with HIPAA and regulatory requirements
Stay up to date on insurance guidelines, payer rules, and healthcare regulations
Any other job duties assigned