Carilion Clinic · 13 hours ago
FINANCIAL COUNSELOR (Patient Benefits)
Carilion Clinic is a healthcare organization seeking a Financial Counselor to enhance service excellence and provide financial assistance to patients. The role involves counseling patients on financial options, verifying insurance benefits, and ensuring compliance with financial assistance programs.
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Responsibilities
Promotes Carilion's culture of service excellence and quality by implementing and accepting accountability of the service standards: provides excellent service to patients/customers; builds strong relationships and team cohesiveness; focuses on quality and positive solutions; communicates respectfully; demonstrates compassion and understanding in response to patient and customer requests/needs
Responsible for the financial stewardship of the assigned department
Assumes ownership as first-level support for the assigned team to answer a wide variety of customer questions, initiate resolution of escalated customer concerns related to the entire spectrum of the revenue cycle and implement appropriate actions to obtain accurate reimbursement
Counsels and assists the patient in making application for appropriate type of financial assistance
Works with patients through collaboration with other departments, by phone or in person maintaining a professional and courteous manner at all times displaying empathy and adhering to Carilion Clinic policies
Reviews appointment schedules in advance of appointments to identify patients potentially in need of financial assistance or counsel
Patient contact may be initiated through this position, through the Patient Access or other contact center
Works closely with others to coordinate the best financial care for patients according to Carilion Clinic policies and standards
Contacts patients to meet face to face or by telephone before, after or during patient visits to council and advise
Completes verifications of insurance benefits, assures required authorizations are obtained or coordinates verification of eligibility for other programs based on established screening criteria
Researches and collects at point of service on bad debt accounts when/where appropriate
Collects patient-contracted out-of-pocket responsibilities and deposits from patients at the point of service
Provides excellent patient relations by giving timely and responsive assistance to the patient on resolution of problems, correction, or completion of insurance billing inquiries, and the combining of unpaid accounts
Uses a variety of technology and tools to complete and review assistance applications to assess patients eligibility for available financial assistance programs
Completes frequent face to face patient interactions in often challenging clinical environments to gather information and effectively counsel patients on various types of available financial assistance
Audits and corrects data entry discrepancies and reports deficiencies to assure compliance to standard data entry guidelines
Qualification
Required
High school diploma or equivalent required
Minimum of two years medical office and/or hospital registration experience required
Course work in Medical Terminology, ICD, CPT and HCPCS Code knowledge required at time of hire or complete course within 3 months of hire
Customer driven
Demonstrates excellent communication and interpersonal skills with all clinical staff, patients and visitors
Demonstrates the ability to communicate in a professional manner during stressful and sensitive situations and possess strong negotiation skills
Computer literate
Able to navigate in web-based and Microsoft office formats
Strong grammar, spelling and punctuation skills required
Effective problem solving skills and ability to interpret and make decision based on established guidelines
Demonstrates a positive demeanor, good verbal and written communication skills, and a professional appearance and approach
Knowledge of medical terminology, office procedures and equipment
Possess the ability to multi task and handle stressful or difficult situations with professionalism
Preferred
Associate Degree or Bachelor Degree preferred
Benefits
Comprehensive Medical, Dental, & Vision Benefits
Employer Funded Pension Plan, vested after five years (Voluntary 403B)
Paid Time Off (accrued from day one)
Onsite fitness studios and discounts to our Carilion Wellness centers
Access to our health and wellness app, Virgin Pulse
Discounts on childcare
Continued education and training
Company
Carilion Clinic
Carilion Clinic is a health care organization based in Virginia with more than 650 physicians in 70 specialties.
Funding
Current Stage
Late StageTotal Funding
$0.3MKey Investors
CDA FoundationVirginia Innovation Partnership CorporationUnitedHealthcare
2025-04-04Grant
2023-04-18Grant· $0.07M
2022-08-10Grant· $0.23M
Leadership Team
Recent News
Research and Markets
2025-11-27
2025-05-05
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