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Become A Finance Counselor

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Working As A Finance Counselor

  • Documenting/Recording Information
  • Performing for or Working Directly with the Public
  • Getting Information
  • Assisting and Caring for Others
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Unpleasant/Angry People

  • $31,720

    Average Salary

What Does A Finance Counselor Do At Unitedhealth Group

* Verification, Authorization and ComplianceMaintains up-to-date knowledge of specific registration requirements for all areas, including but not limited to: Main Admitting, OP Registration, ED Registration, Maternity, and Rehabilitation units.
* Ensures the pre-registration process is complete for all assigned accounts at least 5-days prior to the scheduled date of service whenever possible
* Verifies insurance eligibility and benefits on all assigned accounts using electronic verification systems or by contacting payers directly to determine level of insurance coverage.
* When contacting payers directly, utilizes approved scripting
* Obtains referral, authorization and pre-certification information and documents this information in the ADT system
* When appropriate, ensures the payer receives a Notice of Admission on all admissions, scheduled and non-scheduled, with 24-hours or the next business day
* Meets CMS billing requirements for the completion of the MSP, issuance of the Important Message from Medicare, issuance of the Observation Notice, and other requirements applicable and documenting completion within the hospital’s information system for regulatory compliance and audit purposes
* Follows up on missing authorizations.
* If authorization is not obtained within 48-hours prior to service, contacts patient to advise them of their financial responsibility
* Thoroughly and accurately documents insurance verification and authorization information in the ADT system, identifying outstanding deductibles, copayments, coinsurance, and policy limitations, and advises patient and collects amount due at or before the time of service
* Identifies any outstanding balance due from previous visits, notifies patient during the financial clearance process and requests patient payment
* Sets up payment plans for patients who cannot pay their entire current copayment and / or past balance in one payment
* Explains the Payment and Billing Assistance Program to all patients regardless of financial concerns or limitations
* Interviews self-pay patients to identify potential eligibility for government aid and / or other payer sources, including Medi
* Cal / Medicaid presumptive eligibility.
* Follows appropriate policy and/or refers to eligibility vendor
* Understands and follows the “Delay / Defer” policy and escalates accounts that do not meet financial clearance requirements to Patient Registration leadership immediately.
* For patients who qualify, offers a flat rate discount based on estimated charges, percent of reimbursement, and / or hospital specific policy and procedure
* Thoroughly and accurately documents the conversation with the patient regarding financial liabilities, agreement to pay and / or payment assistance
* Clarifies division of financial responsibility if payment for services is split between a medical group and an insurance company.
* Ensures this information is clearly documented in the ADT system
* Verifies medical necessity check has been completed for outpatient services.
* If not completed and only when appropriate, uses technology tool to complete medical necessity check and / or notifies patient that an ABN will need to be signed
* Responsible for reviewing assigned accounts to ensure accuracy, and to ensure require documentation is obtained and complete
* Financial Processing and Assistance:Provides financial clearance services to self-pay patients prior to discharge or within 24 business hours
* Provides on-site customer service assistance for walk-in patients with billing-related questions
* Provides information to hospital personnel who are seeking answers to financial concerns on their patient’s behalf
* When needed, works closely with Case Management / Utilization Review in ensuring services are appropriate for level of care provided (inpatient vs.
* outpatient and vice versa

What Does A Finance Counselor Do At Principal Financial Group

* Provide varying degrees of financial needs analysis, recommendations and education depending on the customer’s reason for contacting Principal.
* Through consultation with the consumer, uncover the needs and wants of an individual in a manner that often provides them with information they didn’t know to ask.
* Identify and deliver appropriate financial education and solutions for the customer based upon our Digital Advice solution(s).
* Take ownership of each customer interaction to build relationships with our customer base.
* Education on the benefits and value each individual will experience with our Digital Advice solution.
* If additional products are needed, partner with other SME’s to introduce those solutions to the customer, focusing on a holistic approach to managing the client’s needs in alignment of a “One Principal” culture.
* Close business through timely and frequent follow-ups with our prospects and customers.
* Ensure safe, complete and accurate handling of all customer data, documents and applications.
* Complete and maintain all required regulatory and compliance related training, licensing and designations.
* Perform other job-related duties and projects as needed
* Qualifications

What Does A Finance Counselor Do At National Coalition of Healthcare Recruiters

* Performs financial counseling process on all patients prior to treatment, which includes patient financial obligations, billing practices and establishing payment arrangementsAssists patients in obtaining financial assistance (i.e. Medicaid, drug replacement), outside assistance (i.e. transportation or other community services), and all appropriate forms filled out
* Ensure all insurance, demographic, and eligibility information is obtained and entered into the system in an accurate manner
* Performs insurance verification process on all third party payers.
* Obtains initial and subsequent preauthorization for services and surgeries
* Re-verifies benefits and obtains authorization and/or referral after treatment plan has been discussed, prior to initiation of treatment.
* Ensures appropriate signatures are obtained on all necessary forms
* May assist with resolving large dollar amounts
* Utilizes the Summary of Patient Reimbursement and Liability form and obtains appropriate approvals as required
* Documents financial counseling process and forwards to Billing Office

What Does A Finance Counselor Do At Northwell Health

* Performs registration and pre-registration process functions: Interviews, pre-register and registers patients; Enters all information received accurately and completely in system; Obtains signatures on required forms; Scans all patient documents received.
* Performs registration and pre-registration financial and collection functions: Contacts payers on the phone or via websites for required authorization and insurance eligibility; Confirms insurance coverage through online insurance verification (HDX) or contacts insurance company directly; Provides patient with required information regarding billing and obtains signatures on required forms; Collects and receipts patient payments.
* Performs pre-registration work list maintenance/documentation, i. e., Ontrac and Outlook scheduling system.
* Performs reception functions; answers phone calls, meets and greets patients, directs and escorts patients to scheduled service area, contacts physicians when patients present are without orders, notifies the appropriate Radiology department of patient’s arrival.
* Performs Order Entry/Diagnosis coding functions: Accurately enters patient exam orders in Misys, Completes order entry processes for Raisler Testing Center and ensures that appropriate diagnosis ICD
* code is entered for test ordered

What Does A Finance Counselor Do At Us House of Representative

* Review and approve a high volume of vouchers for compliance with House rules and apply appropriate accounting strip information.
* Accurately enter payment requests into PeopleSoft.
* Quickly resolves invoice collection issues in tandem with the Accounting Department.
* Identifies potential duplicate payments and takes appropriate action.
* Recommend to management changes in procedures used to establish the propriety of each payment and determine conformance with the House regulations and applicable statutes.
* Assist in the timely filing of accurate official files.
* Perform other official duties as assigned

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How To Become A Finance Counselor

Customer service representatives typically need a high school diploma and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and have some experience using computers.


Customer service representatives typically need a high school diploma.


Customer service representatives usually receive short-term on-the-job training, lasting 2 to 3 weeks. Those who work in finance and insurance may need several months of training to learn more complicated financial regulations.

General customer-service training may focus on procedures for answering questions, information about a company’s products and services, and computer and telephone use. Trainees often work under the guidance of an experienced worker for the first few weeks of employment.

In certain industries, such as finance and insurance, customer service representatives must remain current with changing regulations.

Licenses, Certifications, and Registrations

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing a written exam. Some employers and organizations may provide training for these exams.

Important Qualities

Communication skills. Customer service representatives must be able to provide information in writing, by phone, or in person so that customers can understand them.

Customer-service skills. Representatives help companies retain customers by answering their questions and complaints in a helpful and professional manner.

Interpersonal skills. Representatives should be able to create positive interactions with customers.

Listening skills. Representatives must listen carefully and understand a customer’s situation in order to assist them.

Patience. Representatives should be patient and polite, especially when interacting with dissatisfied customers.

Problem-solving skills. Representatives must determine solutions to a customer’s problem. By resolving issues effectively, representatives contribute to customer loyalty and retention.

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Finance Counselor jobs

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Finance Counselor Career Paths

Finance Counselor
Business Office Manager Accountant Staff Accountant
Accounts Receivable Manager
6 Yearsyrs
Insurance Specialist Accounts Receivable Specialist
Accounts Receivable Supervisor
5 Yearsyrs
Medical Coder Auditor Accountant
Administrative Manager
6 Yearsyrs
Project Manager Chief Executive Officer Administrative Coordinator
Administrative Supervisor
5 Yearsyrs
Insurance Specialist Account Manager Billing Specialist
Billing Manager
7 Yearsyrs
Benefit Specialist Account Manager Billing Specialist
Billing Office Manager
6 Yearsyrs
Human Resources Coordinator Benefit Specialist Billing Specialist
Billing Supervisor
6 Yearsyrs
Human Resources Coordinator Business Office Manager
Business Office Director
8 Yearsyrs
Account Manager Sales Manager Office Manager
Business Office Manager
8 Yearsyrs
Medical Coder Adjunct Instructor Associate Director
Director Of Admissions
7 Yearsyrs
Service Supervisor Human Resources Coordinator Controller
Finance Services Director
10 Yearsyrs
Account Manager Account Executive Sales Manager
Office Manager
5 Yearsyrs
Patient Care Coordinator Reimbursement Specialist Billing Supervisor
Patient Account Manager
6 Yearsyrs
Supervisor, Patient Access Patient Care Manager
Patient Relations Director
10 Yearsyrs
Home Health Aid Service Coordinator Service Supervisor
Patient Services Manager
8 Yearsyrs
Business Office Manager Business Manager Practice Manager
Practice Administrator
10 Yearsyrs
Benefit Specialist Billing Specialist
Senior Billing Specialist
7 Yearsyrs
Service Supervisor Sales Consultant Senior Sales Representative
Senior Representative
5 Yearsyrs
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Finance Counselor Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Portuguese

  • Chinese

  • German

  • Turkish

  • Urdu

  • Swahili

  • Somali

  • Mandarin

  • Armenian

  • Italian

  • Arabic

  • Hmong

  • Swedish

  • Vietnamese

  • Gujarati

  • Hindi

  • Khmer

  • Yoruba

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Finance Counselor

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Finance Counselor Education

Finance Counselor

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Real Finance Counselor Salaries

Job Title Company Location Start Date Salary
Bilingual Finance Counselor Wealth Ocean Inc. Irvine, CA Sep 18, 2014 $85,984
Financial Counselor Lithotechs, LLC El Monte, CA Sep 19, 2014 $79,869
Financial Counselor & Adviser Elegance Wood Products Inc. Fontana, CA May 15, 2014 $63,633
Financial Counselor Neighborhood Trust Financial Partners New York, NY Oct 01, 2012 $50,246
Financial Counselor Abundant Habits Olympia, WA Jul 02, 2010 $49,000 -
Financial Counselor Commonwealth Motor, Inc. Wilmington, DE Aug 09, 2016 $43,576
Financial Counselor Credit Is Where Credit Is Due, Inc. New York, NY Oct 07, 2009 $42,500
Financial Counselor CBS Manufacturing Group Ontario, CA Apr 15, 2013 $41,177
Alumni Program Finance Counselor & Outreach Coord. Monroe College Ltd. New Rochelle, NY Oct 01, 2012 $40,144

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Top Skills for A Finance Counselor


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Top Finance Counselor Skills

  1. Financial Assistance Applications
  2. Financial Aid
  3. Charity Care
You can check out examples of real life uses of top skills on resumes here:
  • Identify and utilize all possible means of obtaining information to process financial assistance applications for families.
  • Supervised financial aid counselors to ensure adherence to quality standards, deadlines, regulations, and policies and procedures.
  • Screened patients for state and government assistance programs such as charity care, Medicaid and social security benefits.
  • Provide one on one customer service to students, addressing questions and concerns about their financial status.
  • Calculate allowable charges and collect upfront payment, and help patients set up payment plans or other alternative means of payment.

Top Finance Counselor Employers

Finance Counselor Videos

Financial Advisor - Career Conversation

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