Financial Counselor

The Financial Counselor plays a key role in revenue cycle process by providing patients with financial guidance related to medical expenses, insurance benefits, and payment options. Under the direction of Patient Financial Services leadership, this role ensures that patients understand their financial responsibilities while identifying opportunities for financial assistance.

This position is responsible for collecting payments, setting up payment plans, generating cost estimates, and reviewing self-pay balances. The Financial Counselor assists patients in applying for Trinity Health's financial assistance program, government aid, and other financial resources. Additionally, this role manages delinquent accounts, coordinates with collection agencies, and ensures compliance with hospital policies regarding financial transactions.

This position requires strong problem-solving skills, independent decision-making, and the ability to manage multiple financial tasks in a fast-paced environment.

• Health, Vision, and Dental.
• HSA or HSA
• Life insurance
• 401K
• PTO and Sick leave
• Employee referral program

• None

• Associate degree in business, healthcare, or related field preferred.

• 1+ year of experience of billing, collections, or financial counseling in a healthcare environment required.
• 2+ years of customer service experience in healthcare required.
• Previous experience in collections, revenue cycle, or financial counseling preferred.
• Familiarity with insurance billing, reimbursement processes, and patient financial assistance programs is a plus.

• Proficiency in hospital billing systems, payor portals, and Microsoft Office Suite (Excel, Word, Outlook).
• Strong understanding of insurance terminology, coverage verification, and financial assistance eligibility.
• Excellent problem-solving, organizational, and communication skills to manage patient financial needs.
• Ability to explain complex financial concepts in a clear and empathetic manner.
• Strong customer service skills, emotional intelligence, and professionalism when working with patients.
• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.