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Financial Counselor Resume Example

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FINANCIAL COUNSELOR
Summary

Knowledgeable Financial Counselor promoting a 12 year career handling pre-admission documentation, assisting patients and developing healthcare service payment plans. A highly analytical individual known for effectively working with all personalities. Ready for a new position that involves successfully handling various tasks in fast-paced settings.

Skills
  • Effective customer communication
  • Relationships and rapport
  • Healthcare insurance knowledge
  • Well-trained in Microsoft Word, Excel, Outlook
  • Payment negotiation
  • Customer education
  • Billing inquiry management
  • Hardworking mentality
  • MS Office proficient
  • Problem solving
  • Strong work ethic
  • Decision-making ability
  • Safe and vault operation
Experience
Virginia Mason Medical Center | Seattle, WAFinancial Counselor03/2007 - Current
  • Advocated for patients by contacting insurance carriers and obtaining the necessary benefits information.
  • Interviewed patients and families, answering questions regarding financial process during such sessions.
  • Liaised between the physician, patient and insurance carrier to ensure that each party had the necessary information.
  • Assisted patients without healthcare coverage to find resources, services and assistance needed through Washington Healthplan Finder.
  • Assisted patients with a broad range of inquiries covering items such as insurance regulation and processing protocols, charge coding discrepancies, benefits interpretation and adjudication.
  • Provides financial counseling both in advance and post receipt of services.
  • Provides assistance with reimbursement for under or un-insured individuals including uncompensated care.
  • Collects on private receivables and participate in collection agency process like court appearances.
  • Provide cost estimates to patient, payers and providers.
  • Assist patients with high medication copay assistance through outside foundations
  • Responded to more than 30 telephone calls and emails each day, setting up appointments, answering questions and collecting information about specific concerns.
  • Accepted and processed customer payments and applied toward aging account balances.
  • Evaluated client situations and recommended optimal products to meet individual needs.
  • Delivered prompt, accurate and excellent customer service.
  • Interviewed customers to determine reasons for delinquency, source of income and next pay date to build solutions for financial issues.
  • Balanced daily cash deposits and vault inventory with zero error rate.
Outreach Services / PMSI | Seattle, WAAdvocacy/Patient Service Representative12/1999 - 03/2007
  • Met with patients and their families to discuss medical procedures, medications, treatments and continuing care plans.
  • Educated patients and families on treatments, procedures, medications, continuing care and community resources.
  • Accessed patient information through variety of office software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
  • Coordinated between patients and healthcare professionals to meet patient needs.
  • Answered patient questions and fielded complaints.
  • Provided consultations for patients about rights and services.
  • Developed and supervised staff by providing orientation, training, support and direction.
  • Actively maintained up-to-date knowledge of applicable state and Federal laws and regulations.
  • Delivered high-quality and compassionate treatment to all patients.
  • Provided caring companionship to elderly and developmentally disabled patients.
Foodland Supermarket Inc. | Haleiwa, MICashier12/1994 - 12/1999
  • Read weekly sales inserts and monitored price changes.
  • Processed returned items in accordance with store policy.
  • Helped customers find specific products, answering questions and offering advice.
  • Provided assistance with purchases, locating items and signing up for rewards programs.
  • Assisted customers with account updates, new service additions and promotional offers.
  • Trained new employees in cashiering procedures, offering assistance in resolving issues.
  • Maintained high productivity by efficiently processing cash, credit, debit and voucher program payments for customers.
  • Wiped down counters and conveyor belt to remove debris and maintain cleanliness.
  • Properly verified customer identification for alcohol or tobacco purchases.
  • Observed company return policy when processing refunds, including inspecting merchandise for wear or damage.
  • Learned roles of other departments to provide coverage and keep store operational.
  • Worked closely with front-end staff to assist customers.
  • Troubleshot and resolved issues with cash registers, card scanners and printers.
  • Trained new team members in cash register operation, stock procedures and customer service.
Education and Training
Hawaii Business College | Honolulu, HIAssociate of Arts in Business Administration And Management07/2001
Hawaii Business College | Honolulu, HIAssociate of Arts in Tourism And Travel Management06/2001
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Resume Overview

Companies Worked For:

  • Virginia Mason Medical Center
  • Outreach Services / PMSI
  • Foodland Supermarket Inc.

School Attended

  • Hawaii Business College

Job Titles Held:

  • Financial Counselor
  • Advocacy/Patient Service Representative
  • Cashier

Degrees

  • Associate of Arts in Business Administration And Management
    Associate of Arts in Tourism And Travel Management

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