What are the responsibilities and job description for the Financial Counselor position at UPMC?
Are you a skilled medical office professional looking to broaden your horizons? We have an exciting opportunity for a full‑time Financial Counselor who plays a critical role in supporting patients throughout their care journey. This position is essential to ensuring patients receive timely, coordinated, and compassionate financial guidance.
This role is primarily based out of the UPMC Horizon–Shenango Valley office, with availability to work out of the Greenville office as needed. The position offers a hybrid schedule with some remote flexibility.
Hours:
Monday through Friday, 8:00 a.m. – 4:30 p.m.
As a Financial Counselor, you will support patients and clinical teams by completing insurance verification, coordinating financial assistance, resolving insurance desk issues, and assisting with front office functions. You’ll be responsible for obtaining authorizations for oral and infused chemotherapy, scans, and other services, as well as meeting directly with patients to discuss billing and coverage questions. This role requires close collaboration with multiple departments to ensure a smooth and supportive patient experience.
We’re looking for someone who is detail‑oriented and brings strong knowledge of medical terminology, third‑party payer rules, and insurance regulations. Experience in authorization workflows, financial counseling, and medical office operations is key to success in this role.
Why Join Our Team?
You’ll be part of a collaborative, mission‑driven team with a strong focus on patient care. Enjoy consistent weekday hours with no evenings, weekends, or holidays, and make a meaningful impact by helping patients navigate the financial side of their care.
Ready to make a difference? Apply online today and join our mission to provide exceptional care at Hillman Cancer Center.
Responsibilities:
- Obtain initial and subsequent prior authorization/referrals as required by specific payers.
- Secure verification of insurance benefits prior to office visits and required treatments.
- Initiate Financial Assessment Application for those patients who do not have adequate insurance coverage.
- Work in collaboration with billing department to resolve open insurance claims as presented by walk-in patients.
- Assists with other office functions as required.
- Ability to work in a team environment.
- Evaluate all self pay patients, as well as those patients who are being prescribed drugs that are not reimbursable, to determine eligibility for financial assistance through drug reimbursement programs, off label drug policy, medical assistance and/or all other applicable programs as made available.
- Demonstrate the ability to solve problems through effective communication.
- Demonstrate an understanding of patient confidentiality with regards to HIPAA Regulations in order to protect both the patient and the UPMC Cancer Centers.
- Complete the financial counseling process for all patients prior to treatment, including evaluation of patient financial obligations.
- Meet with patients and designated family members to discuss billing issues.
- Utilize the Summary of Patient Reimbursement and Liability Form and obtain appropriate approvals, as required, prior to services being rendered.