Winning Assistants
Healthcare
PatientFinancialCounseling&ClientSupport
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
Problem-solving
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
Applying for this Patient Financial Counseling & Client Support role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
ANONYMOUS · UNFILTERED
What do employees actually say about Winning Assistants?
Real rants from real employees. Read before you apply.