Financial Counselor

Job Title: Financial Counselor
Location: Manitowoc, WI, 54220
Duration: 12/01/2025 – 03/05/2026
Shift: 1st
Schedule: Monday – Friday, 8:30 AM – 5:00 PM, 40 hours per week, 8 hours per day, no weekends, no on-call.

• One year of experience in healthcare/revenue cycle functions (or other business office), case management, or social work is required.

• Customer service skills.

• Experience using Microsoft Word, Excel, and other software programs is preferred.

• Experience using Epic in a healthcare environment is preferred.

• Experience in social work or case management is preferred.

• High School diploma or equivalent is required.

• Bachelor’s degree in social work, case management, healthcare administration, business administration, or related field is preferred.

• State of Wisconsin and Federal Certified Application Counselor Designation is required or must be obtained within 12 months after hire.

• Assess patient financial needs, assist patients, and collect deposits according to the Client’s Billing and Collection Policy in a professional and courteous manner.

• Screen patients and assist with applications for governmental programs, the health insurance exchange, and/or the Client’s financial assistance program.

• Collaborate with Admitting/Registration, Preauthorization, Care Management, Patient Financial Services, and MCW Clinical Practice Services to address financial responsibilities.

• Initiate timely account resolution activities for self-pay patients or those experiencing financial hardship to allow elective care to proceed.

• Monitor Financial Counselor work queues to ensure completion of financial activities and timely resolution of account balances.

• Counsel patients through the application and eligibility process for Medicaid, Victim of Crime, Insurance Exchange, and other assistance programs.

• Assist patients with the Client’s Financial Assistance application process per organizational protocols.

• Collect patient deposits based on ability to pay and estimated cost of care; provide and update estimates as necessary.

• Communicate with Social Services, Case Management, Admitting/Registration, and physicians to resolve financial issues affecting elective care.

• Ensure compliance with hospital accounting and documentation requirements, including insurance verification and precertifications.

• Provide backup coverage and cross-train with other Financial Counselor positions, including occasional evening, weekend, or holiday shifts.

• Assist patients during open enrollment to apply for Qualified Health Plans (QHPs) or Insurance Affordability Programs.

• Adhere to document storage and destruction policies and all applicable state, federal, and Client regulations related to Certified Application Counselor responsibilities.

• Stay current with regulatory updates and internal policy changes related to financial counseling responsibilities.