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The Ohio State University, Main Campus

Patient Financial Counselor

The Ohio State University, Main Campus

. Interview and/or review uninsured or underinsured inpatients, outpatient surgery patients, and observation patients daily .

Posted 10/22/2026full-timeOhio • United StatesJuniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in financial counseling, insurance verification, and payment arrangements within a healthcare setting. Proficient in utilizing Microsoft Office and electronic systems to enhance operational efficiency and customer service.

Highest-signal resume keywords
Financial CounselingInsurance VerificationMicrosoft Office ProficiencyCustomer Service ExperienceProcess Improvement Participation

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial ClearancePayment ArrangementsInsurance Eligibility SystemsMedical TerminologyEPIC or Other EMR
Soft Skills
Interpersonal CommunicationConflict ResolutionDetail OrientedSelf-MotivatedOrganizational Skills
Tools & Technologies
Web CameraCheck ReaderACD Telephone SystemsWorkforce Management Systems
Industry Keywords
Healthcare SettingRevenue Cycle DepartmentQuality ChecksCharity ProgramsOutpatient Surgery Services

About the role

Key responsibilities & impact
  • Interview and/or review uninsured or underinsured inpatients, outpatient surgery patients, and observation patients daily
  • Obtain third-party billing information
  • Establish payment arrangements and provide financial clearance, including Medicaid, HCAP, or Charity programs
  • Understand and verify coverage for outpatient, inpatient, and ambulatory surgery services
  • Provide financial counseling
  • Recommend third-party financial assistance programs or payment plans to customers or family members
  • Collect payments and set up payment arrangements
  • Escalate issues appropriately to upper management
  • Participate in annual quality checks, health system and departmental in-services, education forums, meetings, process improvement initiatives, and special projects
  • Train others

Requirements

What you’ll need
  • High School diploma or equivalent
  • At least 6 months in healthcare setting and/or revenue cycle department or customer service experience OR at least 6 months experience in a financial counseling role and demonstrated success of meeting standards from previous employer
  • At least 6 months experience utilizing Microsoft Office programs with an emphasis in Word and Excel
  • At least 6 months experience utilizing computers and websites
  • Demonstrates interpersonal, verbal and written communication skills
  • Experience utilizing some or all of the following technologies: web camera, check reader, electronic insurance eligibility systems, insurance websites, ACD telephone systems, workforce management systems
  • Ability to resolve conflicts independently and within team
  • Ability to handle difficult customers in stressful situations
  • Critical thinking and problem solving skills
  • Self-motivated and dependable
  • Detail oriented, highly organized and able to perform duties with a high level of accuracy
  • Escalates issues appropriately to upper management
  • Works independently and identifies opportunity for new work when time allows
  • Works collaboratively with others
  • Collects payments and sets up payment arrangements
  • Ability to multi-task and independently prioritize tasks and route work appropriately without supervisor involvement
  • Successful completion of a background check; drug screen or physical may be required during the post-offer process
  • Associate degree or higher preferred
  • Ongoing: At least 1 year experience in healthcare setting and/or revenue cycle department or customer service experience OR at least 1 year experience in a financial counseling role
  • Ongoing: At least 1 year experience with insurance verification/identification, Microsoft Office, Medical Terminology and EPIC or other EMR
  • Ongoing: At least 1 year experience utilizing computers and websites
  • Experience training others
  • Participates in Process Improvement Initiatives/Special Projects
  • Demonstrates competency measured by annual quality checks
  • Participates in Health System and Departmental In-services, education forums, and meetings as required

Benefits

Comp & perks
  • Regular position
  • Full-time schedule (40 hours)
  • Hybrid work arrangement
  • First Shift
  • Equal opportunity employment, including veterans and disability