Optum · 2 months ago
Financial Counselor, Patient Access
Mukwonago, WI
Full-time
Onsite
Entry Level
$17.74/hr - $31.63/hr
2+ years expOptum, in strategic partnership with ProHealth Care, is seeking a Financial Counselor to assist patients with financial concerns related to healthcare coverage and payment options. The role involves screening patients for financial assistance, counseling them on their financial responsibilities, and maximizing revenue collections.
EducationHealth CareMedicalPharmaceutical
Responsibilities
Screens appropriate patients for possible healthcare coverage or financial assistance opportunities to determine eligibility, coverage levels and billing requirements
Counsels' patients as to financial responsibility while assessing suitability for in-house programs of Free Care, Discounted Care, and Payment Plans. Ensures all accounts are screened for linkage opportunities and appropriate actions are completed
Performs a daily check of all qualifying inpatients and assesses/offers financial assistance prior to discharge
Functions as the liaison with various departments for determining financial options and financial counseling for scheduled procedures and price-shopping
Records and prepares statistics for the outreach of financial assistance programs offered
Maximizes revenue collections
Minimizes accounts receivable losses (bad debt) by use of workflows, technology, and tools provided
Maintains a safe environment, complying with NLH policies and procedures; reports and directly addresses environmental hazards and violations of patient safety policy and/or protocol when involved or observed
May perform other duties upon request
Qualification
Required
High School Diploma/GED (or higher)
2+ years of previous customer service experience in a healthcare setting, accounting or related field
Intermediate level of proficiency with Microsoft Office Products
Ability to travel to other local sites as needed (25-30 mins travel time)
Ability to work Monday - Friday, 10:30am - 7:00pm
Ability to work 1 Saturday per month
Must be 18 years of age OR older
Preferred
Associate's Degree in Healthcare Administration, Finance, Business, or a related field
2+ years of customer service experience in a hospital setting
Actively supports patient-centered care with respect for the diversity of human experience and demonstrates integrity with the handling of sensitive financial information
Verbal and written aptitude for adequate communication with the public, providers, physician office staff, registration staff and other healthcare professionals
Knowledge of medical terminology
Experience with electronic medical records system
Bilingual in English & Spanish
Benefits
Comprehensive benefits package
Incentive and recognition programs
Equity stock purchase
401k contribution
Company
Optum
Optum is a healthcare company that provides pharmacy services, health care operations, and population health management. It is a sub-organization of UnitedHealth Group.
10001+ employees
H1B Sponsorship
Optum has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (648)
2024 (559)
2023 (620)
2022 (851)
2021 (593)
2020 (438)
Funding
Current Stage
Late StageLeadership Team
Daniel Castillo
Chief Executive Officer, Optum Care Delivery
J
Jay Green
Chief Financial Officer
Recent News
2025-11-29
2025-11-19
2025-11-07
Company data provided by crunchbase