Financial Counselor
Job Description
Required Skills & Experience
- 1–2+ years of experience within a medical facility, physician’s office, or medical business office
- Experience insurance verifications, collections, financial counseling, and HIPAA compliance
- Experience working with credit balances (self-pay and commercial payer)
- Proficiency in Microsoft Office (Excel, Word, Outlook)
- High School Diploma or equivalent
- Up-to-date on required vaccinations (3 COVID-19 doses + annual flu shot)
Nice to Have Skills & Experience
- Experience within a behavioral health setting
- Familiarity with EMR (Electronic Medical Record) systems
- Bilingual in English and Spanish
- Knowledge of Medicare and Medi-Cal
Job Description
Insight Global is looking for a Financial Counselor to support patient admissions and financial operations within a fast-paced healthcare environment. This individual will play a key role in guiding patients and families through the financial aspects of care, including insurance verification, eligibility screening, and payment planning. This role supports daily admissions driven by referrals from multiple emergency departments, with patient volume typically ranging from 5–20 cases per day. The ideal candidate is comfortable working in a dynamic setting, engaging directly with patients, and managing both administrative and financial responsibilities.
Schedule:
First 45 days
- Monday-Friday 8:00am-4:30pm to focus on credit balances
After 45 days
- Sunday-Thursday 8:00am-4:30pm
- Can be flexible down the line
Location: Aliso Viejo, CA
6-month contract to hire
Pay: $23-$27/hr
