Demo

Pre-Service Financial Counselor

UPMC
Pittsburgh, PA Full Time
POSTED ON 8/13/2026
AVAILABLE BEFORE 9/13/2026

Purpose:
Do you have experience with medical insurance?  Are you looking to help educate patients on their financial obligations?  UPMC is hiring a full-time Pre-Service Financial Counselor to assist the Patient Advocacy department.  The position would work Monday-Friday from 8:00am-4:30pm and is eligible to work from home.

The Pre-Service Financial Counselor is responsible for creating accurate estimates utilizing the EPIC estimator, contacting patients to financially counsel them on their estimates, offering the appropriate pre-pay discounting, and collecting patient responsibilities for pre-scheduled hospital-based services.

If you are enthusiastic about assisting patients and are up for the challenge, apply today!

Responsibilities:

  • Create timely and accurate price estimates by utilizing the EPIC estimator tool.
  • Utilize insurance websites or hotlines to confirm eligibility and benefits, reviewing appropriate fee schedules to determine correct charges and apply all information to ascertain patient liability.
  • Assist patients with explaining their insurance benefits.
  • Deliver price estimates to patients in a courteous and knowledgeable manner, providing clarification about the patient's benefits if requested.
  • Collect patient responsibilities using IVR system or other credit card and payment options.
  • Document appropriate account activity in system(s).
  • Liaise with physician offices, internal departments and insurance companies to develop accurate estimate if requests are vague or incomplete.
  • Refrain from disclosing or revealing confidential information to any person and do not access patient or coworker records (either electronic or files) except as specifically necessary to perform job duties.
  • Attend all mandatory training as defined in UPMC and Revenue Cycle Policies and Procedures manuals.
  • Perform duties and job responsibilities in a manner which promotes the core values of UPMC (Quality and Safety, Dignity and Respect, Caring and Listening, Excellence and Innovation, Responsibility and Integrity) in all consumer and UPMC interactions.
  • Monitor the various work lists and work queues to ensure the appropriate follow-up within the expected time periods.
  • Resolve complex outstanding patient issues.
  • Perform benefit education and financial counseling on potential out of pocket expenses for patients who have services scheduled.
  • Maintain department productivity levels.
  • Maintain compliance with quality standards.

Salary : $1,000 - $1,000,000

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