Senior Financial Case Manager

Rochester Regional Health

. Review uninsured and under-insured patient accounts by following the insurance verification process.

Posted 11/9/2026full-timeRochester • New York • United StatesSenior💰 $25 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Medicaid enrollment and financial counseling within healthcare settings, while effectively collaborating with patients, families, and various agencies to maximize coverage options and ensure compliance with relevant standards.

Highest-signal resume keywords

Medicaid Enrollment ExperienceFinancial CounselingCare Connect System ProficiencyHealthcare Billing KnowledgeCertified Application Counselor (CAC) Training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Documentation ReviewInsurance Verification ProcessPayment Plan ArrangementCoordination of BenefitsApplication SubmissionElectronic Health Record ManagementData EntryFinancial History InvestigationSpreadsheet ManagementDatabase Maintenance

Soft Skills

Confidentiality MaintenanceMulti-tasking AbilityCollaboration SkillsCommunication SkillsProblem-solving Skills

Tools & Technologies

Microsoft OfficePC-based Software ApplicationsElectronic Health Record Systems

Certifications & Qualifications

Certified Application Counselor (CAC)

Industry Keywords

HealthcareLong-term CareGovernment Assistance ProgramsPatient Financial ServicesFinancial Assistance Programs

About the role

Key responsibilities & impact

Review uninsured and under-insured patient accounts by following the insurance verification process.
Screen under-insured patients for secondary coverage options and apply for financial assistance and government-based programs.
Assist patients with setting up interest-free payment plans.
Work with Patient Financial Services to resolve coordination of benefits issues.
Assist long-term care residents with applying for and recertifying in Medicaid coverage.
Interview residents and families, investigate financial histories, and obtain financial documentation from banks, financial markets, life insurance agencies, pension programs, and investment firms.
Collaborate with system and outside attorneys and the Department of Social Services.
Complete financial and secondary insurance applications and submit required documentation.
Enter timely notes into financial and clinical sections of the electronic health record.
Establish payment plan arrangements according to policy.
Track private-pay long-term care residents and begin Medicaid applications at the appropriate time.
Float between hospital and long-term care settings, including inpatient, emergency, and specialty care arenas.
Assist with complex coordination of benefits, billing projects, and new project builds.
Share public-benefit expertise with operational and clinical staff to support discharge planning and maximize coverage options.
Represent long-term care at legal fair hearings and work with residents’ attorneys on Medicaid approvals.
Maintain accurate account, spreadsheet, database, guarantor, resident, plan-code, and insurance information.
Collaborate with patients, families, government staff, agencies, physicians, and organizational staff.
Ensure compliance with privacy, security, documentation, productivity, and quality standards.

Requirements

What you’ll need

Associates Degree in related field with four years of experience preferred or an equivalent combination of work experience in financial counseling, long term care setting, healthcare billing or customer/patient service is required.
Three or more years of Medicaid enrollment experience required.
Completion of Certified Application Counselor (CAC) training within 6 months of employment for Community/Hospital setting.
Base knowledge of health care governmental assistance programs, guidelines, and application procedures.
Ability to utilize Care Connect system effectively and accurately upon initial completed training.
Skilled in operating a PC and PC-based software applications, including Microsoft Office.
Ability to manage multiple concurrent assignments in a fast-paced environment.
Ability to maintain confidentiality of medical, financial, and legal information.
Ability to travel throughout the service area as needed.
Must complete organizational and state (NYS of Health) required training programs.
Sedentary role requiring prolonged sitting and minimal physical effort.
Licensure/certification requirements: None.