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Senior Financial Counselor - Woodlands Cancer Institute

American Oncology Management Company
$19.66 - $34.59
medical insurance
Mar 26, 2025

Location:

Woodlands Cancer Institute

Pay Range:

$19.66 - $34.59 Job Description Summary:

A Senior Financial counselor serves as mentor and liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication of the financial responsibilities of our patients. Performs the quality control function for pre-certification and prior authorization. The Financial Counselor ensures the patients' insurance benefits are kept up to date in the electronic medical records (EMR) and billing software while also verifying the patient's services meet insurance coverage appropriateness.

Primary Job Duties & Responsibilities:

In addition to the FC responsibilities, the Senior FC:

  • Responsible for training new employees and monitoring office workflow. (This includes weekly check-ins with the CFM on status of training.)

  • Provides support to all staff with financial counseling questions.

  • Assist CFM with reviewing and approving patient payment plans.

  • Make recommendations for improving workflows/processes and display the ability to implement improvement plans as needed.

  • Take the lead role in updating and maintaining financial counseling training materials.

  • Assist CFM with any issues that arise regarding unhappy/irate patients.

  • Identify patients not paying according to their treatment plans or with ongoing account balances and plan to meet with them prior to their visit.

  • Work with CFM to ensure that patient financial obligations are being met, self-pay patients are properly handled, and necessary drugs are approved before being ordered

  • Assist patients in completing the patient assistance programs for under insured patients.

  • Assist CFM in monthly TOS reports.

  • Adhere to all AON and departmental policies and procedures, including Revenue cycle policies and procedures.

  • Performs other duties and projects as assigned.

Job Qualifications and Requirements:

Education: High school Diploma or GED required. Further education or degree a plus

Certifications/Licenses: Previous Experience (including minimum years of experience):

  • A minimum of five years prior experience in the healthcare field, preferably in a clinical or business office setting required.
  • Prior Healthcare customer service.
  • Prior Medical terminology.
  • Prior Medical insurance verification.
  • Prior Verifying pre-certification and/or prior authorization with medical insurance.
  • Excellent proven verbal and communication skills needed.
  • Proven Insurance knowledge requirements including an understanding of medical terminology, ICD9, ICD10 and CPT codes.
  • Prior Cash handling and monetary collection experience.
  • Ability to calculate and collect patients' responsibility and insurance co-pay/coinsurance.

Core Capabilities:

  • Analysis & Critical Thinking: Critical thinking skills including solid problem solving, analysis, decision-making, planning, time management and organizational skills. Must be detailed oriented with the ability to exercise independent judgment.
  • Interpersonal Effectiveness: Developed interpersonal skills, emotional intelligence, diplomacy, tact, conflict management, delegation skills, and diversity awareness. Ability to work effectively with sensitive and confidential material and sometimes emotionally charged matters.
  • Communication Skills: Good command of the English language. Second language is an asset but not required. Effective communication skills (oral, written, presentation), is an active listener, and effectively provides balanced feedback.
  • Customer Service & Organizational Awareness: Strong customer focus. Ability to build an engaging culture of quality, performance effectiveness and operational excellence through best practices, strong business and political acumen, collaboration and partnerships, as well as a positive employee, physician and community relations.
  • Self-Management: Effectively manages own time, conflicting priorities, self, stress, and professional development. Self-motivated and self-starter with ability work independently with limited supervision. Ability to work remotely effectively as required.
  • Must be able to work effectively in a fast-paced, multi-site environment with demonstrated ability to juggle competing priorities and demands from a variety of stakeholders and sites.
  • Computer Skills:

    Proficiency in MS Office Word, Excel, Power Point, and Outlook required.

    Ability to use multiple screens to perform required job functions.

    Ability to navigate multiple applications and tab in and out of workflow to complete tasks.

Travel : 0% <25%

Standard Core Workdays/Hours: Monday to Friday 8:00 AM - 5:00 PM. Occasional overtime may be required, and weekend shifts based on location hours and operational needs.

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