Financial Counselor

Job Summary

To support a growing infusion practice, the full-time Financial Counselor will educate patients on insurance coverage and benefits, conduct welcome calls, assess financial needs, and arrange payment plans, all while working remotely.

Key Responsibilities

• Serve as the primary financial contact for patients, providing education on insurance coverage and financial obligations
• Conduct patient welcome calls, verify insurance eligibility, and prepare cost estimates for infusion treatments
• Screen patients for financial assistance eligibility and enroll them in relevant programs while collaborating with Infusion Coordinators and the BVPA team

Required Qualifications

• High school diploma or equivalent; associate degree in finance or business preferred
• Minimum of two years of patient benefits experience, preferably in financial counseling or insurance billing
• Working knowledge of insurance coverage, benefits, and terminology
• Experience with financial assistance, copay assistance, or grant applications is a plus
• Ability to learn EHR and infusion management systems quickly