Financial Counselor I

United Digestive

. Secure patient accounts financially for endoscopy and hospital procedures and office visits .

Posted 10/7/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in insurance verification, prior authorization, and precertification within a medical setting, with a strong focus on patient account management and compliance with HIPAA regulations. Proficient in utilizing practice management software and Microsoft Office applications to maintain accurate patient records and facilitate effective communication.

Highest-signal resume keywords

Insurance VerificationPrior AuthorizationGastroenterology ExperienceHIPAA ComplianceMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance VerificationPrior AuthorizationPrecertificationPatient Account ManagementData EntryPayment Plan EstablishmentDocumentationTyping 40 Words Per MinuteClinical Best PracticesError Rate Management

Soft Skills

Excellent Verbal SkillsExcellent Written SkillsAttention to DetailProfessional AttitudeCompassion

Tools & Technologies

GreenwayAuthorization WorklistPatient Portal

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Medical SettingPatient CounselingInsurance BenefitsReferral ManagementConfidentiality

About the role

Key responsibilities & impact

Secure patient accounts financially for endoscopy and hospital procedures and office visits
Verify and thoroughly document insurance benefits using Greenway and Authorization Worklist
Manage referrals and authorizations, including completing an average of 23+ verifications per day
Monitor pending accounts and notify office and managerial staff about required postponements or cancellations
Maintain an error rate below 2% of total volume worked for the previous two quarters
Answer the internal Financial Counselor phone line and assist employees with verification and billing issues
Verify benefits for office visits and manage referrals and authorizations at least three days before the date of service
Establish payment plans for self-pay patients and patients with large outstanding balances or deposits
Assist with patient voicemail, document imports, and patient portal tasks
Complete special verification assignments and calculate and notify patients of payments, balances, and deposits due
Collect, record, and update patient demographic and insurance information
Counsel patients and relatives regarding payment for medical treatment or procedures
Complete information requests from United Digestive staff
Maintain HIPAA compliance and strict confidentiality of patient information
Participate in staff meetings and marketing activities as directed
Complete other duties and special projects as assigned
Report to the Financial Counselor Manager

Requirements

What you’ll need

High School Diploma or GED required
3-5 years of insurance verification, prior authorization, and precertification experience in a medical setting
Gastroenterology experience preferred
Computer literacy
Ability to type 40 words per minute
Ability to operate practice and Microsoft Office applications
Excellent verbal and written skills
Attention to detail
Ability to assist patients, visitors, co-workers, and physicians with courtesy and respect
Professional, outgoing, warm, and helpful attitude
Compassion when assisting people who are ill and need help
Ability to plan, prioritize, and complete multiple tasks
Ability to work under pressure and communicate issues in a timely manner
Ability to communicate clearly and professionally via telephone, email, and/or in-person correspondence
Ability to interpret and apply clinical and non-clinical best practices
Must pass a pre-employment drug screening

Benefits

Comp & perks

Full-time employment
Drug-free workplace
Equal opportunity employer