Financial Counselor I

SUMMARY OF DUTIES:

Financial Counselor I, responsible for initiating and obtaining prior authorizations for Green Bay Oncology (GBO) through insurance carriers while providing compassionate financial counseling and support. Assist patients throughout the cancer center with accessing foundation assistance and other financial resources to help meet their treatment-related needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Demonstrates and holds self and others accountable to the Green Bay Oncology (GBO) values of:

• We adapt to change
• We embrace the difficult
• We take responsibility
• Communicate with patients about available assistance and potential out-of-pocket costs related to treatment.
• Research and collaborate with outside resources and insurance companies to identify possible financial assistance based on patient needs.
• Collaborates effectively as a member of the interdisciplinary healthcare team.
• Work closely with pharmaceutical companies to help patients access affordable medications.
• Review patient charts to gather information about upcoming treatments and identify potential financial needs.
• Review treatment plans and confirm they align with National Comprehensive Cancer Network (NCCN) guidelines or Federal Drug Administration (FDA) approvals for the patient's diagnosis.
• Complete insurance pre-authorizations for treatments and services.
• Discuss billing requirements and other non-covered procedures with patients as needed.
• Serve as a liaison between patients, patient accounts, and insurance companies to help resolve billing concerns.
• Travel to various locations to provide patient assistance and support.
• Maintains patient confidentiality in accordance with HIPAA guidelines.
• Inform leadership of potential insurance or patient-related concerns.
• Willingly perform assigned duties and prioritize high-priority tasks with precision, reliability, and a solutions-oriented approach.
• Willingly accepts other duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Build and maintain positive working relationships with coworkers, patients, medical staff, insurance companies, and the public.
• Demonstrate self-motivation, independence, and exceptional attention to detail
• Take initiative while remaining approachable, respectful, and understanding.
• Communicate clearly and effectively in person, in writing, and by phone.
• Adapting to change with a positive forward-thinking mindset.
• Excellent organizational skills with the ability to effectively prioritize tasks
• Proficient in managing urgent situations with poise and efficiency
• Knowledge of State and Federal financial assistance programs
• Strong understanding of medical terminology and keen attention to detail
• In-depth experience with insurance claims, physician billing, and payment processing.

QUALIFICATIONS AND EXPERIENCE:

• High School Diploma or GED, required
• Business or Healthcare degree, preferred
• 1-2 years in medical billing, insurance navigating, and revenue cycle, preferred
• Experience in EPIC and Microsoft 365, preferred

ENVIRONMENTAL/WORKING CONDITIONS:

• Occasionally lift to 10 lbs.; rarely lift 50 lbs. or push/pull 25 lbs.
• Frequently stand, reach, and use hands.
• Requires close vision, speaking, and hearing.
• Sit for extended periods; occasionally stoop, kneel, or crouch.
• Work is primarily performed in an office setting at a desk or cubicle with a computer and phone, with typical clinic noise from conversations and phone use.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. This job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.