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Patient Financial Counselor

Patient Financial Counselor

OptumNew Berlin, WI, United States
10 hours ago
Job type
  • Full-time
Job description

$2,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS

Join the Optum Team in collaboration with ProHealth Care, a recognized leader in health care services for over a century. We are dedicated to enhancing the well-being of our community and are seeking compassionate, skilled professionals to make a real impact. Become a part of a dynamic and supportive environment that values respect, excellence, and high-quality patient care. Experience the true essence of Caring. Connecting. Growing together.

As a Patient Financial Counselor, you will engage with patients to address their financial concerns, offering guidance on available assistance and healthcare coverage options. Your role will involve assessing payment sources, creating payment plans, and collecting payments from patients.

This is a full-time position requiring flexible availability for rotating shifts within our business hours. Some overtime may be necessary based on business needs. Our office is located at 725 American Ave, Waukesha, WI 53188.

We provide 4 - 6 weeks of paid training, with training hours discussed on your first day of employment.

Primary Responsibilities :

  • Screen patients for potential healthcare coverage and financial assistance, determining eligibility and billing requirements.
  • Counsel patients on their financial responsibilities and evaluate their suitability for in-house programs such as Free Care, Discounted Care, and Payment Plans, ensuring all accounts are screened for further opportunities.
  • Conduct daily reviews of qualifying inpatients to assess and offer financial assistance prior to discharge.
  • Act as a liaison with various departments to determine financial options and provide counseling for scheduled procedures and price inquiries.
  • Record and prepare statistics related to outreach for financial assistance programs.
  • Maximize revenue collections.
  • Reduce accounts receivable losses (bad debt) using provided workflows, technology, and tools.
  • Maintain a safe environment in compliance with NLH policies; report and address any environmental hazards or safety violations observed.
  • Perform other duties as assigned.

You'll be recognized for your performance in a challenging environment that offers clear pathways for success and development in other roles of interest.

Required Qualifications :

  • High School Diploma / GED (or higher)
  • 2+ years of customer service experience within a healthcare setting, accounting, or a related field.
  • 1+ years of experience as a Financial Counselor.
  • Intermediate proficiency with Microsoft Office Products.
  • Ability to travel to other sites as necessary (25-30 minutes travel time).
  • Able to work the following rotating schedule from 10 : 30am - 7 : 00pm (except on Saturday of week 3) :
  • Week One - Monday to Friday

  • Week Two - Monday to Friday
  • Week Three - Monday to Wednesday, Friday, and Saturday (9 : 00am - 5 : 30pm)
  • Week Four - Monday to Friday
  • Must be 18 years of age or older.
  • Preferred Qualifications :

  • Associate's Degree in healthcare administration, finance, business, or a related field.
  • 2+ years of customer service experience in a hospital environment.
  • Support patient-centered care with respect for diverse experiences and demonstrate integrity in handling sensitive financial information.
  • Excellent verbal and written communication skills for effective interactions with the public, providers, physician office staff, and other healthcare professionals.
  • Knowledge of medical terminology.
  • Experience with electronic medical records systems.
  • Soft Skills :

  • Outstanding customer service skills.
  • Excellent communication abilities.
  • Proven ability to thrive in fast-paced environments.
  • PLEASE NOTE : The sign-on bonus is available solely to external candidates. Internal candidates already employed by UnitedHealth Group or related entities are not eligible for the bonus.

    The pay range for this role is $17.74 to $31.63 per hour, based on several factors including local labor markets, education, work experience, and certifications. We offer a robust benefits package that includes comprehensive benefits, incentive programs, equity stock purchasing, and 401k contributions (subject to eligibility requirements). No matter where your career starts with us, you'll find a wide array of benefits and incentives awaiting you.

    At UnitedHealth Group, we aim to help individuals live healthier lives and ensure the health system is more effective for everyone. We believe in equitable health opportunities for all, regardless of race, gender, sexual orientation, age, location, or income. Our commitment includes addressing health disparities and improving outcomes, especially for underrepresented communities.

    UnitedHealth Group is an Equal Employment Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or veteran status. We are also a drug-free workplace, and candidates must pass a drug test prior to employment.

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    Financial Counselor • New Berlin, WI, United States

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