Financial Counselor I

United Digestive

Financial Counselor securing patient payments for United Digestive’s medical procedures. Verifying insurance, managing authorizations, and arranging payment plans for patients.

Posted 8/8/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in insurance verification, prior authorization, and precertification within a medical setting, with a strong focus on patient account management and financial counseling. Proficient in maintaining HIPAA compliance and delivering clear communication to patients and staff.

Highest-signal resume keywords

Insurance VerificationPrior AuthorizationPatient Account ManagementHIPAA ComplianceCertified Financial Counselor

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance VerificationPrior AuthorizationPrecertificationComputer LiteracyTyping 40 Words Per MinuteMicrosoft Office ApplicationsPayment CalculationPatient Demographic ManagementDocument ImportVoicemail Management

Soft Skills

Excellent Verbal SkillsExcellent Written SkillsAttention to DetailCompassionProfessional Attitude

Tools & Technologies

GreenwayAuthorization Worklist

Certifications & Qualifications

High School DiplomaGEDCertified Financial CounselorCertified Patient Account Representative

Industry Keywords

GastroenterologyPatient CounselingMedical Treatment PaymentHIPAA ComplianceClinical Best Practices

About the role

Key responsibilities & impact

Secure patient accounts financially for endoscopy and hospital procedures and office visits
Verify and thoroughly document insurance benefits using Greenway and Authorization Worklist
Manage referrals and authorizations
Monitor pending accounts and notify office and managerial staff about postponements or cancellations
Answer the internal FC phone line and assist employees with verification and billing issues
Work with self-pay patients and patients with outstanding balances or time-of-service deposits to establish payment plans
Assist with patient voicemail, document import, and patient portal tasks
Complete special verification assignments
Calculate and notify patients of payments, outstanding balances, and deposits due
Collect, record, and update patient demographic and insurance information
Counsel patients and relatives regarding payment for medical treatment or procedures
Answer emails and voicemails promptly
Complete information requests from United Digestive staff
Maintain HIPAA compliance and confidentiality
Participate in staff meetings and marketing activities
Complete other duties and special projects as assigned

Requirements

What you’ll need

High School Diploma or GED required
3–5 years of insurance verification, prior authorization, and precertification experience in a medical setting
Gastroenterology experience preferred
Computer literacy
Ability to type 40 words per minute
Ability to operate practice and Microsoft Office applications
Excellent verbal and written skills
Attention to detail
Certified Financial Counselor, Certified Patient Account Representative, or similar certification is a plus
Ability to assist patients, visitors, coworkers, and physicians courteously and respectfully
Professional, outgoing, warm, and helpful attitude
Compassion when assisting ill people
Ability to plan, prioritize, and complete multiple delegated tasks
Ability to work under pressure and communicate issues promptly
Clear and professional communication with patients and coworkers by telephone, email, and in person
Ability to interpret and apply clinical and non-clinical best practices
Ability to sit and stand in a normal office environment
Must pass a pre-employment drug screening

Benefits

Comp & perks

Travel within the Metro area required
Drug-free workplace
Equal Opportunity Employer