Financial Counselor

Location: Manitowoc, WI 54220
Duration: 11/10/2025 – 02/12/2026
Shift: 1st Shift
Schedule: Monday – Friday, 8:00 AM – 4:30 PM (40 hours per week)
Schedule Notes: 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.

• 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 other related field is preferred.

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

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

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

• Emphasize customer service and positive interpersonal relations while working closely with Admitting/Registration, Preauthorization, Care Management, and Patient Financial Services.

• Initiate timely account resolution for self-pay or financially challenged patients while ensuring elective care proceeds as scheduled.

• Monitor Financial Counselor work queues to confirm timely completion of initial financial activities and secure payment sources for discharged patients.

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

• Assist patients with Financial Assistance applications according to Client and affiliated policies.

• Estimate and collect patient deposits based on ability to pay and medical urgency.

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

• Enforce compliance processes by confirming completion of documents, insurance verification, and precertifications.

• Cross-train and provide backup coverage for other Financial Counselor positions as needed, including PM shifts, weekends, or holidays.

• Assist patients during open enrollment to apply for Qualified Health Plans and/or Insurance Affordability Programs.

• Adhere to document storage, destruction, and compliance policies.

• Stay current on state/federal regulations and Client policy changes related to Certified Application Counselor responsibilities.