Winning Assistants

Healthcare

PatientFinancialCounseling&ClientSupport

$0–0k Remote FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Patient Financial Counseling & Client Support at Winning Assistants. Skills: Financial counseling, Client support, Insurance benefits, Payment plans. Educate clients on insurance benefits. Educate clients on coverage options”

Industry & Context.

Healthcare
Problems you'll solve

Problem-solving

Eligibility Requirements

NBI clearance, Local Police Clearance, Video meetings with camera on

What They're Looking For.

Must Have

1 year experience, Knowledge of insurance benefits, Knowledge of Medicaid eligibility, Knowledge of patient collections, Knowledge of payment plan administration, Proficient in speaking English, Proficient in writing English, Relevant work experience, NBI clearance, Local Police Clearance, Available for video meetings

Nice to Have

HIPAA & Cybersecurity Certification

What You'll Do.

Educate clients on insurance benefits

Educate clients on coverage options

Educate clients on financial responsibilities

Meet clients to review payment options

Assist clients in applying for Medicaid

Assist clients in applying for insurance programs

Assist clients in applying for financial assistance

Determine eligibility for grants

Determine eligibility for funding sources

Determine eligibility for sliding fee scale programs

Coordinate advanced beneficiary notices

Coordinate required financial documentation

Provide compassionate customer service

Provide professional customer service

Address financial concerns

Address financial questions

Establish payment plans

Monitor payment plan compliance

Collect self-pay balances

Follow up on outstanding accounts

Post client payments accurately

Reconcile daily cash transactions

Reconcile payment transactions

Conduct proactive outreach

Assist with monthly collection efforts

Participate in collections review meetings

Assist in assigning accounts

Support collections process

Maintain positive client relationships

How You'll Work.

Team & Collaboration

Client communication

Communication Scope

Client communication

Full Job Description

**Job Title: Patient Financial Counseling & Client Support ** **Job Code:**[KP-OBHWPF] **Position type:** Full-Time **Working Hours:** 8:00 AM -4:30 PM Central Daylight Time, Monday - Friday **Salary rate :** $5-$7 per hour ### Key Responsibilities: * Educate clients on insurance benefits, coverage options, and financial responsibilities for services rendered. * Meet with clients to review payment options, including uninsured, underinsured, and commercially insured individuals. * Assist clients in applying for Medicaid, insurance programs, financial assistance, and other available resources. * Determine eligibility and apply grants, funding sources, and sliding fee scale programs when appropriate. * Coordinate referrals, advanced beneficiary notices (ABNs), and other required financial documentation. * Provide compassionate and professional customer service while addressing financial concerns and questions. * Establish payment plans tailored to clients' financial situations and monitor compliance. * Collect self-pay balances and follow up on outstanding accounts. * Post client payments accurately and reconcile daily cash and payment transactions. * Review aging reports and conduct proactive outreach regarding outstanding balances. * Assist with monthly collection efforts for newly discharged clients. * Participate in collections review meetings and assist in assigning accounts to external collection agencies when appropriate. * Support all phases of the collections process while maintaining positive client relationships. **Requirements** * Minimum 1 year of experience in healthcare administration, patient financial services, medical billing, insurance verification, or revenue cycle management. * Knowledge of insurance benefits, Medicaid eligibility, patient collections, and payment plan administration. * Strong customer service, communication, and problem-solving skills. * Experience with electronic health records (EHR), billing systems, and Microsoft Office applica

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