Patient Financial Advocate

Cleveland Clinic

. Help patients navigate financial responsibilities without insurance or when insurance is not accepted at Cleveland Clinic .

Posted 9/15/2026full-timeRemote • Ohio • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in patient financial counseling, including navigating payment responsibilities, insurance benefits, and financial assistance programs. Proficient in managing collections, resolving billing issues, and maintaining accurate documentation in compliance with healthcare financial policies.

Highest-signal resume keywords

Patient Financial CounselingCollections ExperienceCritical Thinking SkillsCustomer Service ExperienceBanking Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Assistance ProgramsPayment OptionsBilling ProceduresInsurance AuthorizationPrepayment CollectionCase Volume ManagementCollection MetricsDocumentation Skills

Soft Skills

Decisive JudgmentAbility to Work Under StressMinimal Supervision

Tools & Technologies

CRT/PCComputer Systems

Certifications & Qualifications

High School Diploma/GEDAssociate’s DegreeBachelor’s Degree

Industry Keywords

Cleveland ClinicHCAP/FAP PoliciesGovernmental RequirementsExplanations of Benefits

About the role

Key responsibilities & impact

Help patients navigate financial responsibilities without insurance or when insurance is not accepted at Cleveland Clinic
Prepare estimated costs of services
Request deposits for half of the estimated cost of services
Discuss eligibility for government or Cleveland Clinic Financial Assistance Programs
Counsel patients and parties responsible for payment regarding payment responsibilities and options
Counsel patients regarding insurance benefits and recommend alternative payment sources and financial assistance
Explain financial responsibilities, payment options, and collection procedures
Contact insurance carriers or other sources and advocate for patients
Initiate prepayment collection and perform follow-up to maximize collection
Identify and resolve issues related to registration, financial clearance, insurance authorization, billing, explanations of benefits, provider-based billing, governmental requirements, HCAP/FAP policies, MyAccount, and collections
Update and correctly document information in the appropriate computer system

Requirements

What you’ll need

High School Diploma/GED and three years of experience in a customer facing role with in-person or phone contact OR Associate’s Degree and two years of experience OR Bachelor’s Degree and one year of experience
Critical thinking skills and decisive judgment
Ability to work with minimal supervision
Ability to work in a stressful environment and take appropriate action
Banking experience preferred
Collections experience preferred
Experience working productivity goals, including case volume and collection metrics preferred
Ability to operate CRT/PC and other office equipment
Ability to sit and be stationary for prolonged periods of time, with normal or corrected vision and sufficient manual dexterity
Must reside in Ohio and within approximately two hours of a Cleveland Clinic location
Must comply with the annual influenza prevention program, including vaccination or an approved exemption
Employment offers are followed by controlled-substance testing

Benefits

Comp & perks

Support and appreciation while building a rewarding career
Annual influenza vaccination program or approved exemption
Drug-free workplace with controlled-substance testing following offers
Equal employment opportunity