FINANCIAL COUNSELOR II

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Care for our community, and your career.

The Financial Counselor II is responsible for providing financial guidance and support to long-term care residents, hospital patients, and clinic patients, particularly those without health insurance and those who are underinsured. This role assists with Medicaid applications, the hospital financial assistance program, and ensures accurate and timely submission of required documentation to the Department of Social Services (DSS). The Financial Counselor II also educates residents, patients, and families about billing, payment options, and insurance coverage, while supporting enrollment through the NYS Marketplace as a certified assistor.

Key Responsibilities

• Assist LTC residents apply for Supplemental Medicaid.
• Assist hospital and clinic patients, who are uninsured and underinsured in identifying and securing coverage options
• Assist with the completion and submission Supplemental Medicaid applications and related documentation on behalf of residents in the long-term care facilities.
• Process and review all financial assistance applications in accordance with New York State Department of Health (NYSDOH) standards for hospital and clinic patients.
• Serve as the primary point of contact with the Department of Social Services (DSS) to track application status and resolve issues.
• Educate residents, patients, and families about financial obligations, billing statements, and available payment options.
• Act as a certified NYS Marketplace Assistor to guide patients in selecting and enrolling in appropriate health insurance coverage.
• Maintain accurate and timely documentation of financial counseling activities, interactions, and application status in organizational systems.
• Manage and update spreadsheets to track financial data, application progress, and case status.
• Communicate regularly with the Billing Department, leadership, and facility Administration to ensure alignment on patient accounts and financial matters.
• Collaborate with interdisciplinary teams across long-term care, hospital, and clinic settings to support smooth admissions, discharges, and transitions of care.
• Ensure compliance with NYSDOH, federal, and organizational policies and regulations regarding financial counseling, Medicaid, and financial assistance programs.

Qualifications

• Associate’s degree in Business, Finance, Healthcare Administration, or a related field preferred.
• Minimum of 1–2 years of healthcare billing or registration experience preferred.
• Knowledge of Medicaid, Medicare, NYSDOH financial assistance standards, and other public assistance programs preferred.
• Notary Public commission preferred.

Skills & Competencies

• Strong understanding of Medicaid processes, financial assistance programs, healthcare billing, and insurance requirements.
• Knowledge of healthcare financial needs in long-term care, hospital, and clinic environments.
• Excellent communication and interpersonal skills with the ability to explain complex information clearly.
• High level of organization and attention to detail to manage multiple cases and deadlines.
• Proficiency in Microsoft Excel and other data management tools for maintaining accurate spreadsheets and reports.
• Strong problem-solving skills with the ability to advocate on behalf of patients, residents, and families.
• Ability to collaborate effectively with billing, administration, and interdisciplinary teams.
• Commitment to maintaining confidentiality and handling sensitive information with professionalism.
• Familiarity with NYSDOH compliance standards and ability to apply them to financial counseling and assistance processes.

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Samaritan is an Affirmative Action/Equal Opportunity Employer. Women, Minorities, Disabled, and Veterans are encouraged to apply.