5 Financial Counselor Jobs in Charlotte, NC
REACH Fertility PLLC is Hiring a Financial Counselor Near Charlotte, NC
ESSENTIAL FUNCTIONS:
ï‚· Present and discuss with patients all financial aspects available.
ï‚· Demonstrate a thorough knowledge and understanding of patient billing and collection policies and
procedures, explaining account payment and settlement processes.
ï‚· Prepare estimates for services covered in part by insurance plans, collect amounts not covered by
insurance prior to services being rendered.
ï‚· Prepare cost estimates and payment options for patients based on provider outlined treatment plan(s).
ï‚· Assist patients with the application process to secure finances from available programs for
credit/payment options.
ï‚· Verify and review insurance benefits, acquiring prior authorization for any necessary services for patients
prior to services being rendered and correctly documenting that authorization in the Practice
Management System.
ï‚· Collect co-pays, deductibles, and procedure and treatment service costs.
ï‚· Complete insurance benefit verifications for new patients or those whose insurance plans have changed.
ï‚· Monitor all accounts for all patients undergoing IVF procedures.
ï‚· Conduct daily activities within the appropriate ethical and legal guidelines as defined by company policy.
ï‚· Complete appropriate paperwork for patient/insurance billing.
ï‚· Respond to requests for information and assistance in a cooperative manner within the appropriate time
frame.
ï‚· Demonstrates encourage and develop collaborative working relationships with all customers.
ï‚· Other duties as assigned
Job Summary
Full Time
$38k-47k (estimate)
04/06/2023
05/11/2024
The following is the career advancement route for Financial Counselor positions, which can be used as a reference in future career path planning. As a Financial Counselor, it can be promoted into senior positions as a Patient Referral Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Counselor. You can explore the career advancement for a Financial Counselor below and select your interested title to get hiring information.
If you are interested in becoming a Financial Counselor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Counselor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Counselor job description and responsibilities
Financial counselors are personal finance experts who help clients manage their money more effectively and responsibly.
02/26/2022: Richmond, VA
Financial counselors help clients deal with financial topics like budgeting, debt and saving.
03/08/2022: Lawrence, MA
Financial counselors offer support and guidance on a variety of financial topics.
02/17/2022: Minneapolis, MN
Financial counselors work for hospitals where they provide patients with cost estimates prior to admission and advise them on paying for services.
12/18/2021: La Crosse, WI
Assist patients with the application process for Washington State Medicaid Department of disability and Valley Medical center financial assistance process.
02/02/2022: High Point, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Counselor jobs
Become a certified and licensed financial planner.
01/18/2022: Asheville, NC
Choose a niche and stay focused.
03/05/2022: Sioux City, IA
Develop a Strong Support System.
03/09/2022: Huntsville, AL
Look for appropriate certifications and licenses.
12/21/2021: Greensboro, NC
Stay updated with current financial affairs.
03/06/2022: Battle Creek, MI
Step 3: View the best colleges and universities for Financial Counselor.
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