Financial Counseling Specialist

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The Financial Counseling Specialist provides financial counseling for Evergreen Health patients, clearing patients to receive available services within the Evergreen scope. Assistance provided includes: Patient insurance verification; Obtaining accurate benefits/demographic information; Meeting with patients to provide insurance and financial education; Aiding patients with actions needed to become insured, commercially or through government programs; and Establishing payment plans with patients. The specialist will have working knowledge of health insurance and all aspects of patient registration through billing, communicating financial issues to staff and patients effectively, ensuring patient services will be reimbursed.

Qualified Candidate will have a High School Diploma, or equivalent (Associate’s degree, preferred), with a minimum of one (1) year experience working with patients in a medical practice/healthcare center setting. Candidate must understand a variety of insurance coverages and policies, and be able to assist patients with understanding their coverage, how to become covered. Certification as a New York State Health Assistor and/or Certified Application Counselor required. Candidate must possess excellent written, oral, and public speaking skills, able to communicate clearly and professionally, and work independently. Sensitivity to HIV/AIDS, addiction and LGBT issues essential.

Job Type: Full-time

Required education: High School Diploma (Associate’s, preferred)

Required experience: Experience working with patients in a medical practice/healthcare center setting

Required certification: NYS Health Assistor or Certified Application Counselor

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