Lead Patient Financial Counselor

UMass Memorial Health

Lead Financial Counselor helping Massachusetts patients secure healthcare coverage at UMass Memorial Health. Coordinating counselors, eligibility applications, financial assistance screening, and patient account updates.

Posted 8/5/2026full-timeSouthbridge • Massachusetts • 🇺🇸 United StatesSenior💰 $17 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Financial Counseling, including eligibility determination for health insurance programs and compliance with federal regulations. Proficient in patient communication, enrollment facilitation, and collaboration with healthcare teams to support patient access to financial assistance.

Highest-signal resume keywords

Financial CounselingCertified Application Counselor (CAC)Healthcare Eligibility DeterminationPatient CommunicationCompliance with Privacy Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Healthcare Coverage EligibilityMedical BillingPatient RegistrationEnrollment FacilitationDepartment Collection PracticesThird-Party RegulationsBad-Debt RegulationsFree-Care Regulations

Soft Skills

Excellent Written CommunicationEffective Customer ServiceProblem-Solving Ability

Tools & Technologies

EPIC Work QueuesLearning Management System

Certifications & Qualifications

Certified Application Counselor (CAC)

Industry Keywords

Health ConnectorMassHealthHealth Safety NetFederal Price Transparency Regulations

About the role

Key responsibilities & impact

Distribute and monitor work for an assigned group of Financial Counselors
Prioritize work in a high-volume, fast-paced, team-oriented environment
Interview, screen, and assess patients, community applicants, and family members for healthcare coverage eligibility
Determine eligibility for affordable health insurance, APTC, premium assistance, Medicare Savings Plans, and other programs
Facilitate enrollment through the Health Connector Health Insurance Exchange and other program applications
Follow up with patients by phone or in person to complete applications and obtain confidential financial and medical information
Liaise with MassHealth, the Health Connector, and the Health Safety Net to resolve eligibility discrepancies and application status issues
Explain health access options, eligibility rules, coverage types, enrollment periods, and available plans
Cover the Financial Counseling call center and support patients, families, community members, clinical departments, and Revenue Cycle departments
Provide and document patient price estimates in accordance with federal price transparency regulations
Use EPIC work queues to identify and contact uninsured or underinsured patients and screen them for assistance programs
Collaborate with clinical teams, interpreters, social workers, case managers, outreach workers, coordinators, provider offices, and community health centers
Discuss financial obligations before elective surgery or admissions and communicate information to provider offices and Revenue Cycle departments
Update patient accounts with financial class, eligibility dates, and financial and demographic information
Train and provide technical assistance, direction, and leadership to assigned employees and support the supervisor in resource utilization

Requirements

What you’ll need

Associate’s degree in Business or Social Services, or three years’ experience in healthcare, accounts receivable, or a related function
Certified Application Counselor (CAC) certification
Annual recertification and mandatory ongoing training through the Massachusetts online Learning Management System
Compliance with privacy and security regulations meeting federal program standards
Three years’ experience in healthcare, accounts receivable, Financial Counseling, medical billing, or a related field
Proficiency in department collection practices and third-party, bad-debt, and free-care regulations
Excellent written and verbal communication skills
Effective communication and customer service skills
Ability to use specialized applications software and computer systems for patient registration and scheduling
Ability to work independently and resolve problems effectively
English speaking, reading, and writing skills
Ability to cover other campuses if warranted
Must provide own transportation

Benefits

Comp & perks

Possible signing bonus, with eligibility confirmed during the interview process
Monday through Friday schedule
Day shift, 8:00am–4:30pm
40 hours per week
Equal opportunity and affirmative action employment
Disability assistance during the application process