ResetView: All | FeaturedAdd Your Own

Financial Counselor

Traverse City, MI


Posted on April 20, 2019

Apply Now

About Financial Counselor

This position is located at Munson Medical Center. The Financial Counselor visits patients in their rooms to screen them for financial assistance, assist with Medicaid applications, work as Certified Application Counselors for the Health Insurance Marketplace, resolve/investigate insurance issues. Lots of walking is required for this job. ENTRY REQUIREMENTS


  • Associates Degree or 2 years formal education or equivalent experience

  • Medical Terminology required or successful completion of medical terminology course within 90 days of hire

  • Preceptor training required.

Work Experience:

  • Minimum of one (1) year of related experience in customer service, healthcare or business field and an additional 1 year in Patient Financial Services, including 6 months in Patient Financial Services as a Credit Interviewer, required.

Keyboard and Computer Skills:

  • Advanced keyboard, mouse, computer and Microsoft Office skills. Must have knowledge and ability to learn, access and utilize 10+ of the computer programs listed below within 90 days of hire:

     Advanced GroupWise Star Insurance verification systems Smart Web OTG CA Power Chart First Net Star cash posting Versus 
  • Must be able to pass a typing test of at least 40 words per minute with under 6 errors

Additional Entry Requirements:

  • Above average oral and written communication skills and the ability to converse well on the telephone and in face-to-face situations is required. Applicant must be warm, friendly and sensitive to the feelings and concerns of others

  • Knowledge of current third-party payer reimbursement required

  • Ability to make credit decisions without close supervision and communicate these decisions to patients in a tactful manner

  • Work or education background, indicates ability to audit or verify written data for accuracy

  • Ability to work independently. Proven decision-making and problem solving skills are required


Under the general supervision of the Manager, Patient Financial Services, and the Patient Financial Services coordinator.

Organizational reports to the Director of Patient Access Services. May receive input/instructions from on-site clinical managers and Patient Financial Services Director.

Working relations with all ancillary department and co-workers.

The ability to function responsibly in a minimally supervised work situation. Must be a self-starter and self-directed.


Uses effective customer service/interpersonal skills at all times.

Works independently.

Able to establish priorities and meet tight deadlines with strong problem solving ability.

Contributes to the team orientation of the Patient Accounts area and, as such, is responsible for proper communication with all department members. Contributes to the team orientation of MMC and, as such, is responsible for proper communication between Patient Accounts, and all other departments.

Responsible for “Data accuracy and input” on the Financial Information System and MedStar.

Responsible for inputting new and updating old information on the Financial Information System in A/R and Medical Records.

Handles questions from patients or interested persons concerning insurance, credit, or other problems relating to the hospital.

Provide cost estimates for patients anticipating hospitalization for MMC out patient services, or regular admissions.

Interviews in person or by phone, patients and relatives requesting credit arrangements. Counsels patient on payment options.

Helps patients obtain financial assistance through appropriate state or federal agencies.

Obtains and reviews pre-admission information on scheduled outpatients and inpatients. Resolves problems regarding insurance, lack of information, and provide financial advice as required. Accepts deposits, issues receipts, and makes payment arrangements on any unpaid balances.

Verifies insurance benefits on problem accounts for all third party payors.

Follows-up with insurance companies by telephone and letter to obtain payment.

Dictates and sends collection letters as required. Handles problem patient correspondence.

Makes collection telephone calls. Handles incoming collection calls. Will collect when appropriate.

Interviews prospective charity recipients, disseminates applications, and determines eligibility.

Has authority to write accounts off to charity up to $800.

Insure that medical releases for inpatients and outpatients are signed before admission and distributed to the appropriate departments. Complete insurance forms for the hospital and for the physicians.

Follow-up with the Department of Social Services and Physicians for documentation/authorization needed to bill for services.

Performs any other clerical duties relating to this job as directed by the Patient Accounts Manager/Director.

Maintain the confidentiality of all information exposed to while an employee of Munson Medical Center.

This listing of specific duties encompasses the major range of duties/responsibilities to be performed by the individual in this position. It should be understood that this is not meant to be a complete listing, and that such duties/responsibilities are subject to adjustment given the nature of this position. Further, it is understood that this listing will include all other duties as assigned.

About Munson Medical Center

How to Apply