[Hiring] Financial Counselor @Nira Medical

Role Description

The Financial Counselor is a patient-facing member of the central Revenue Cycle Management (RCM) team, responsible for:

• Educating infusion patients on their insurance coverage and benefits.
• Conducting patient welcome calls.
• Providing cost estimates.
• Assessing financial need.
• Enrolling patients in co-pay assistance and grant programs.
• Arranging patient payment plans before treatment begins.

The role partners closely with the Infusion Coordinators and the Benefits Verification/Prior Authorization (BVPA) team to ensure patients are financially cleared, informed, and ready for treatment.

Qualifications

• High school diploma or equivalent; associate degree in finance or business, or equivalent revenue cycle experience preferred.
• Excellent verbal and written communication skills, including superior interpersonal and patient contact skills.
• Minimum of two years of patient benefits experience preferred, with experience in financial counseling, pre-service coordination, or insurance billing for medical services.
• Working knowledge of insurance coverage, benefits, and terminology.
• Experience with financial assistance, copay assistance, or grant applications is a plus.
• Experience with EHR and infusion management systems (e.g., Athena, WeInfuse).
• Knowledge of medical terminology and clinical documentation review.
• Compassion and professionalism when discussing sensitive financial topics with patients.
• Strong organizational skills.
• Detail-oriented.
• Ability to multi-task and work well in a fast-paced setting.
• Critical thinking skills and decisive judgment.

Requirements

• Serve as the primary financial contact for patients.
• Conduct patient welcome calls to introduce the financial counseling role.
• Obtain and confirm insurance coverage information and demographics prior to treatment.
• Educate patients on their insurance coverage and verified benefits.
• Assess patients' ability to meet their financial obligations.
• Prepare and review cost estimates with patients.
• Discuss payment options and set up payment arrangements.
• Answer patient questions about coverage, authorization status, and costs.
• Verify insurance eligibility and update demographics and insurance coverage in the system.
• Track patients' progress through the financial clearance process.
• Screen patients for financial assistance eligibility.
• Enroll eligible patients in manufacturer co-pay assistance programs.
• Complete grant and assistance applications on behalf of patients.
• Communicate with patients and providers regarding the insurance and financial status of infusion orders.
• Document all patient, payer, and provider communications and financial activity.
• Adhere to HIPAA and all applicable confidentiality requirements.

Company Description