FINANCIAL COUNSELOR

Job Title: Financial Counselor
Location: West Bend, WI 53095
Duration: 01/30/2026 – 07/30/2026
Schedule Notes: 8:00am–4:30pm Monday–Friday (training 2x weekly at main campus for 4–6 weeks) | Weekends Required: No | On Call Required: No | Float Position: No
Schedule: 5 days per week, 8 hours per day, 40 hours per week
Work Setting: Hospital – Patient Financial Services

Required Skills & Experience:

• Minimum one (1) year of experience in healthcare or revenue cycle functions, business office operations, case management, or social work.

Preferred Skills & Experience:

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

• Experience using Epic in a healthcare environment.

• Experience in social work or case management.

Education Requirements:

• High School diploma or equivalent.

Preferred Education:

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

Preferred Certifications & Licensure:

• State of Wisconsin and Federal Certified Application Counselor designation.

• In lieu of Certified Application Counselor designation, current Licensed Health Insurance Agent.

• Initiates timely account resolution activities for self-pay patients or those claiming financial hardship to support continuation of elective patient care.

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

• Updates patient accounting systems in accordance with Patient Financial Services policies and procedures.

• Counsels patients through application and eligibility processes for Medicaid, Victim of Crime programs, Insurance Exchange, and other available resources.

• Assists patients with Financial Assistance applications according to established policies.

• Collects patient deposits based on ability to pay and urgency of medical need and provides cost estimates as required.

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

• Ensures compliance with patient accounting processes, insurance verification, and precertification requirements.

• Cross-trains and provides backup coverage as needed, including PM shifts, weekends, or holidays.

• Assists patients during open enrollment for Qualified Health Plans and Insurance Affordability Programs.

• Adheres to document storage, destruction policies, and all applicable state, federal, and organizational regulations.

• Performs other duties as assigned.