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Financial Counselor (Medical Office)
Fort Walton Beach, FLPosted 4 days ago
onsite
Job Description
Job Id:
474
# of Openings:
1
Position Summary
We are seeking a detailed-orientated, strong team player and highly organized candidate to join our group as a Financial Counselor working closely with our surgery scheduling department. The Financial Counselor supports patients by explaining insurance benefits, estimating out-of-pocket costs, and arranging payment options. This role acts as a bridge between patients, providers, and billing staff to ensure patients understand their financial responsibility and feel supported throughout their care.
Key Responsibilities
- Contacts patients to review insurance coverage, benefits, and eligibility, providing a clear explanation of patient’s out-of-pocket expenses
- Verify insurance information and confirm appropriate referrals/authorizations are in place
- Provide accurate cost estimates for procedures, treatments, and services
- Explain payment policies, billing processes, and financial responsibility in a clear, compassionate manner
- Collect treatment deposits and set up payment arrangements according to office policy
- Document all patient interactions accurately in the practice management system
- Maintain patient confidentiality and comply with HIPAA and regulatory requirements
- Stay up to date on insurance guidelines, payer rules, and healthcare regulations
- Any other job duties assigned
Required Qualifications
- High school diploma or equivalent (Associate’s degree preferred)
- 1–3 years of experience in a medical office, healthcare billing, insurance verification, or financial counseling role
- Strong understanding of insurance plans in the state of Florida
- Excellent communication and customer service skills
- Ability to explain complex financial information in an empathetic, patient-friendly way
- Strong attention to detail and organizational skills
- Proficiency with EHR and practice management systems
Skills & Competencies
- Empathy and professionalism when working with patients
- Problem-solving and conflict resolution skills
- Ability to work independently and as part of a team
- Time management and multitasking abilities
Benefits:
- 401k
- Health/Dental/Vision Insurance
- Short-term/Long-term Disability Insurance
- Life Insurance
- Paid time off
- Uniform Reimbursement
Work Environment & Physical Requirements:
- Medical office or clinic setting
- Frequent interaction with patients, families, and insurance companies
- Sitting, standing, and computer work for extended periods
- Some travel may be required for training purposes
Job Type:
- Full-time
- Monday – Friday
- 8 a.m. – 5 p.m. and/or 7:30 a.m. – 4:30 p.m., hour lunch
Salary: $19 - $21, hourly
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