Senior Financial Case Manager

Rochester Regional Health

Financial Case Manager - Senior at Rochester Regional Health responsible for financial counseling of patients. Review accounts, assist with insurance coverage, and maintain positive patient relations.

Posted 6/10/2026full-timeRochester • New York • 🇺🇸 United StatesSenior💰 $25 - $28 per hourWebsite

About the role

Key responsibilities & impact

The Financial Case Manager - Senior is responsible for reviewing uninsured and under-insured patient accounts by following the insurance verification process.
Assists under-insured patients by screening for secondary coverage options, applying for financial assistance and other government based programs.
This person assists patients with setting up interest free payment plans and work closely with Patient Financial Services to help resolve coordination of benefits (COB) issues.
Assists residents in applying for and recertifying in Medicaid coverage, interviewing and screening resident and family for financial history.
Investigating and obtaining financial documentation needed from banking institutions, financial markets, pension programs, and investment firms.
Works closely with system and outside attorney agencies as well as the Department of Social Services.
Conveys courtesy, dignity, respect, and a positive attitude with all individuals.
Ensures timely completion of release of information forms, patient financial information, and other applicable forms per policy.
Maintains accurate spreadsheets and databases per department standards.

Requirements

What you’ll need

Associates Degree in related field with four years of experience preferred or an equivalent combination of work experience in financial counseling, long term care setting, healthcare billing or customer/patient service is required.
Three or more years of Medicaid enrollment experience required.
Completion of the Certified Application Counselor (CAC) training within 6 months of employment.
Base knowledge of health care governmental assistance programs, guidelines, and application procedures.
Able to communicate and respond to inquiries; requires effective interpersonal skills and ability to interact with the patients to explain payment policies and persuade patients to settle account balances.
Ability to manage multiple concurrent assignments in a fast-paced environment.
Ability to utilize Care Connect system effectively and accurately upon initial completed training.
Writing and editing skills to prepare grammatically routine business correspondence; such as email and letters.
Ability to maintain confidentiality of all medical, financial, and legal information.

Benefits

Comp & perks

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Hard Skills & Tools

financial counselinghealthcare billingMedicaid enrollmentinsurance verificationfinancial documentationpayment plansspreadsheetsdatabasesgovernment assistance programsapplication procedures

Soft Skills

interpersonal skillscommunication skillscustomer servicepersuasioncourtesydignityrespectpositive attitudetime managementconfidentiality

Certifications

Certified Application Counselor (CAC)