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Financial Counselor (Medical Office)

North Florida Surgeons

Florida

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JOB DETAILS
SKILLS
Billing, Communication Skills, Conflict Resolution, Cost Estimates, Customer Support/Service, Dental Insurance, Detail Oriented, Financial Management, Financial Planning, HIPAA (Health Insurance Portability and Accountability Act), Health Insurance, Healthcare, High School Diploma, Insurance, Life Insurance, Medical Billing, Medical Office, Medical Record System, Multitasking, Organizational Skills, Patient Confidentiality, Problem Solving Skills, Regulations, Regulatory Requirements, Reimbursement, Team Player, Time Management, Vision Plan
LOCATION
Florida
POSTED
5 days ago
Position Summary
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.
 
Key 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
 
Required Qualifications
  • 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
 
Skills & Competencies
  • 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
 
Benefits:
  • 401k
  • Health/Dental/Vision Insurance
  • Short-term/Long-term Disability Insurance
  • Life Insurance
  • Paid time off
  • Uniform Reimbursement
 
Work Environment & Physical Requirements:
  • Medical office or clinic setting
  • Frequent interaction with patients, families, and insurance companies
  • Sitting, standing, and computer work for extended periods
  • Some travel may be required for training purposes
 
Job Type:
  • Full-time
  • Monday – Friday
  • 8 a.m. – 5 p.m. and/or 7:30 a.m. – 4:30 p.m., hour lunch
 
Salary: $19 - $21, hourly
 
 

About the Company

N

North Florida Surgeons