Full-Time

Financial Counselor

Posted on 5/11/2026

Jefferson Health

Jefferson Health

No salary listed

Philadelphia, PA, USA

In Person

Category
Customer Experience & Support (1)
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • High School diploma or equivalent.
  • Two (2) years’ experience in a financial, business office, or customer service environment required.
  • One year hospital business office experience required.
  • Demonstrated computer skills (including Microsoft Word and Excel).
  • Working Knowledge of ICD9 coding and medical terminology.
  • Able to work with minimal supervision.
  • Well organized, self motivated individual with a positive attitude.
  • Excellent customer service skills.
  • Ability to work effectively with all payor and hospital personnel.
Responsibilities
  • Understands the importance Einstein Healthcare Network places on providing exemplary customer service and performs job functions in a manner that helps meet the department customer service goals.
  • Identifies customer service issues and resolves or initiates necessary follow-up.
  • Efficiently and accurately gathers and inputs patient/guarantor demographic and financial information.
  • Explains necessary forms and obtains signatures from patient/guarantor.
  • Utilizes appropriate reports to contact insurance payers, verifying benefits and obtaining necessary authorizations.
  • Documents authorization and benefit information in registration system.
  • Work with payors to resolve accounts that are pending or denied.
  • Screens patient/guarantor for federal, state, county or other assistance programs and completes necessary forms and applications per facility guidelines.
  • Explains insurance benefits and collects current and outstanding co-pays, deductibles and self-pay portions due or establishes payment arrangements for these balances as appropriate.
  • Maintains a working knowledge of third-party reimbursement requirements and regulations.
  • Exhibits working knowledge in the use of all registration and scheduling systems, electronic verification tools and Web based resources.
  • Follows Patient Financial Services self-pay policies including self-pay fee schedules, completion of Medical Assistance and Charity Care Application, explanation of payment options and collections of monies due.
  • Follows Patient Financial Services policies related to cash handling and performs department cashiering functions and point of service transactions.
  • Maintains understanding of the medical necessity screening process and appropriate systems and a working knowledge of ICD-10 and CPT codes.
  • Performs appropriate pre-registration functions including calling physician offices, insurance payers and the patient/guarantor, as necessary.
  • Cross-trained with appropriate knowledge and skills necessary to staff multiple areas within department, including but not limited to Diagnostic/Interventional, Admissions, Cashier, Pre-Registration, Scheduling and Emergency Department.
  • Participates in training of new team members.
  • Work closely with Nursing, Ancillary, Scheduling, Case Management, Social Workers, Managed Care Companies, Physicians, Administration and Patient Accounting.
  • Maintains departmental logs for statistical reporting.
  • Works departmental reports as assigned.
  • Consistently meets Quality Assurance standards set by Patient Financial Services department.
  • Meets departmental goals regarding collections, productivity and customer service.
  • Participates in internal department committees.
  • Assists his/her manager in planning and organizing department activities.
  • The Financial Counselor/MA Specialist interviews in-house patients referred for Medical Assistance applications.
  • Obtains various paperwork from patients and other hospital departments that are necessary to secure applications according to MA regulations.
  • Work with County Assistance office and referral agencies to obtain Medical Assistance approvals.
  • Process and perform system maintenance pertaining to PA 162 forms.
  • Work with Case Management to insure MA 87s are processed according to MA regulations.
  • Provide support for MA biller.
Desired Qualifications
  • None

Company Size

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Headquarters

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Founded

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