Financial Counselor

Duke Careers

. Complete patient accounts according to departmental protocols, policies, procedures, and regulatory requirements .

Posted 9/30/2026full-timeRemote • North Carolina • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in patient account management, including insurance verification, financial counseling, and compliance with regulatory requirements. Proficient in data analysis, communication, and maintaining professional relationships within a healthcare setting.

Highest-signal resume keywords

Patient Account ManagementInsurance VerificationFinancial CounselingData AnalysisRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Patient RegistrationInsurance Coverage AnalysisCash Payment CalculationBilling System UpdatesManaged Care Waiver Processing

Soft Skills

Excellent Oral CommunicationExcellent Written CommunicationProblem ResolutionService-Oriented Relationship BuildingIndependent Work Ability

Industry Keywords

HealthcareHospital Service AccessClinical Service AccessBilling and CollectionsCompliance Principles

About the role

Key responsibilities & impact

Complete patient accounts according to departmental protocols, policies, procedures, and regulatory requirements
Perform pre-admission, admission, pre-registration, and registration functions
Verify insurance requirements and inform patients of financial liability before services
Arrange payment options and screen patients for government funding sources
Analyze insurance coverage and benefits and obtain required authorizations
Facilitate payment sources for uninsured patients
Research accident-related liability and determine appropriate payment sources
Admit, register, and pre-register patients using accurate demographic and financial data
Resolve insurance claim rejections and denials
Calculate and collect patient cash payments and reconcile daily cash deposits
Evaluate diagnoses for compliance with the Local Medicare Review Policy
Compile departmental statistics for budgeting and reporting
Explain bills and implement collection actions according to PRMO policies
Assist financially responsible persons with payment arrangements and refer patients for financial counseling
Process third-party sponsorships and examine insurance and sponsorship materials
Inform attending physicians about patient financial hardship
Complete managed care waiver forms for out-of-network patients receiving reduced benefits
Update billing systems, document according to policy, and enter or update referrals
Refer patients to Manufacturer Drug programs when needed
Greet and assist patients and visitors, explain policies, and resolve problems
Gather documentation for inquiries and complaints and assist with departmental coverage
Communicate with insurance carriers regarding clinical information, coverage, and payment issues

Requirements

What you’ll need

High school education-level knowledge of basic grammar and mathematical principles
Some postsecondary education preferred
Additional training or working knowledge of related business
Two years of experience working in hospital service access, clinical service access, physician office, or billing and collections; OR an associate's degree in a healthcare-related field and one year of experience working with the public; OR a bachelor's degree and one year of experience working with the public
Excellent oral and written communication skills
Ability to analyze data, perform multiple tasks, and work independently
Ability to develop and maintain professional, service-oriented relationships with patients, physicians, co-workers, and supervisors
Ability to understand and comply with policies and procedures
Working knowledge of compliance principles
No degrees, licensures, or certifications required

Benefits

Comp & perks

Remote work arrangement
Monday-Friday work hours, 8:00am-4:30pm
Equal employment opportunity protections