Manager, Financial Counseling – Tri-County Area

University of Miami

University of Miami Health System manager leading financial counseling operations, insurance benefit advising, and patient collections. Managing teams, workflows, training, reporting, and budgets.

Posted 8/18/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive knowledge of insurance eligibility, financial counseling, and healthcare management, with a strong ability to develop policies and budgets that enhance patient access and operational efficiency.

Highest-signal resume keywords

Healthcare Management ExperienceInsurance Eligibility KnowledgeFinancial Counseling ExpertiseBudget Development and MonitoringData Analysis and Trend Interpretation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance BenefitsFinancial CounselingBudgetingData AnalysisPolicy DevelopmentAccounting KnowledgeBusiness ManagementPre-admission ProcessesBilling and CollectionThird-party Payer Regulations

Soft Skills

Interpersonal CommunicationVerbal CommunicationWritten CommunicationCollaborationTeam Leadership

Tools & Technologies

Microsoft ExcelComputer Applications

Industry Keywords

Patient AccessHealthcare OperationsQuality ImprovementPatient Flow ManagementSelf-pay Responsibilities

About the role

Key responsibilities & impact

Oversee the operations of the Patient Benefit Advising call center across UMMG practice and Hospital Division entry points
Manage and direct the On-site Patient Access Financial Counseling team assisting patients with insurance benefits, self-pay responsibilities, and payment plans
Establish departmental goals, objectives, policies, and procedures
Set priorities and organize workflow to ensure smooth patient flow
Review subordinate work and productivity reports for timeliness and quality
Identify improvement opportunities and participate in quality improvement initiatives
Monitor Department Activity Reports and work queues to ensure patients are verified and financially cleared before service
Resolve operational, technical, and program-related work problems
Serve as the primary resource on insurance benefits, contracting, and financial counseling policies and procedures
Hire, evaluate, counsel, discipline, and train assigned team members
Identify training gaps and develop plans to address them
Assist with development, implementation, and monitoring of the annual operating budget
Perform other Patient Access-related duties as assigned

Requirements

What you’ll need

Undergraduate degree in business, finance, or equivalent combination of education, training, and experience
Bachelor’s degree in a relevant field required
Minimum 5 years of relevant healthcare management experience required
Extensive knowledge of insurance eligibility and benefits, contracting, and financial counseling
Knowledge of accounting, finance, and business management
Knowledge of pre-admission, billing, collection, third-party payer regulations, and self-pay balances
Proficiency in Microsoft Excel and relevant computer applications
Ability to develop policies, procedures, processes, and programs to increase upfront collections
Ability to develop budgets and monitor expenditures
Ability to analyze data and interpret statistics, including trend analysis
Excellent interpersonal, verbal, and written communication skills
Ability to collaborate with managers, directors, leadership, patients, families, staff, and insurance payers

Benefits

Comp & perks

Medical insurance
Dental insurance
Tuition remission
Comprehensive benefits package