Financial Counselor – Mount Kisco, NY

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together.

 

The Financial Counselor provides guidance to patients that have outstanding balances. A Financial Counselor handles many faucets such as Charge Entry, Customer Service, Follow-Up with both Patient and Insurance Inquiries; Payments and Refunds; Payment Plans; Financial Hardships and Collections. Representatives are placed in many locations within the practice offering help to patients in a face to face setting. Special Projects and Reports are also handled by this team.

 

This position is full time Monday – Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of am 8:00 – 5:00 pm EST. It may be necessary, given the business need, to work occasional overtime. Our office is located at MOUNT KISCO-100 S BEDFORD ROAD, NY

 

We offer 6 weeks of on-the-job training. The hours of the training will be aligned with your schedule. 

 

Primary Responsibilities:

• Understands and implements the collection process for accounts which are in arrears; reviews account balances, identifies and takes action on accounts following established procedures.
• Contacts patients regarding overdue balances via telephone or letter; explains financial obligations and works to arrange timely payment; makes time payment agreements with patients as indicated and monitors those agreements routinely; explains consequences of non-payment.
• Maintains appropriate documentation of all collection activities pertaining to patient accounts, correspondence and insurance reimbursement.
• Handle patient complaint and escalate unresolved patient complaints to Team Lead.
• Receives payments from patients
• Prepares requests for refunds of overpayment by supplying all necessary documentation in writing
• Reviews all upcoming patient appointments regarding back balances. Resolves any errors prior to patient appointment if necessary. (This could include phone call in advance or flagging patient account to discuss upon patient arrival.)
• When necessary, telephones insurance companies for status of unpaid claims for account resolution 

 

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications: 

• High School diploma or equivalent work experience
• Must be 18 years or older
• 1+ year of healthcare customer experience
• Experience with Microsoft Word (create correspondence and work within templates), Microsoft Excel (data entry, sort / filter, and work within tables) and Microsoft Outlook (email and calendar management)
• Ability to work onsite at 100 S Bedford Rd Mt Kisco, NY 10549
• Ability to work any of our 8-hour shift schedules during our normal business hours of am 8:00 – 5:00 pm EST. It may be necessary, given the business need, to work occasional overtime.

 

Preferred Qualifications: 

• Healthcare and/or insurance billing or processing experience
• Previous Call Center experience
• Previous revenue cycle experience

 

 

New York, Residents Only: The hourly range for this role is $16.54 to $32.55 per hour. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.   

 

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location, and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission.

 

 

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity / Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

 

UnitedHealth Group is a drug – free workplace. Candidates are required to pass a drug test before beginning employment.

 

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