Financial Counselor Resume Example

Love this resume?

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
Website, Portfolio, Profiles
Professional Summary

Well-regarded professional who offers strong leadership and customer services skills gained through 21 years of medical, which includes 11 years of pharmacy experience, office management, medical administrative, insurance billing and treatment authorization experience in fast-paced environments.

Work collaboratively to ensure quality operations. Able to manage day-to-day operations, coordinated workflows, and enforce policies and procedures.

  • Attention to Detail
  • Financials Analysis
  • Critical Thinking
  • Service-Oriented
  • Microsoft Excel
  • Verbal and Written Communication
  • Budget Administration
  • Financial Aid Counseling
  • Client Confidentiality
  • Honest and Ethical
  • Business Operations & Practice Structure
  • Leadership & Management
  • HIPPA Compliance
  • Medical Administrative Procedures
  • A/R, A/P
  • Appointment Scheduling
  • Insurance Verification
  • Insurance Billing Procedures,
  • Medical Terminology
  • CMS 1500
  • Explanation of Benefits (EOBs)
  • Authorizations (oral and IV chemo)
  • Electronic Health Records (EHR)
  • Electronic Medica Records (EMR)
  • Health & Medical Records Management
  • Organizational Improvements
  • Interpersonal Professional Communications
  • Relationship Building
  • Team leader, managerial skills, including training peers.
  • Excel, Outlook, Powerpoint and Word.
  • ICD-9 & ICD-10 CPT coding
  • Medical policies and guidelines (various commerical insurances, Medicare, Medicaid, ACCC and NCCN guidelines).
  • Proficient with utilizing the NPI (National Provider Identification) registry.
  • Banking experience
  • Specialty pharmacy, retail pharmacy with part D pharmacy experience & pharmacy benefits.
Work History
Financial Counselor, 03/2021 to Current
Danbury Health SystemsRhinebeck, NY,
  • Identified healthcare resources and programs for patients unable to meet financial obligations.
  • Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
  • Meticulously documented all details regarding contact with patients, providers and other individuals in system using [ONCO].
  • Liaised between patient, doctor and insurance provider to smooth claims processes.
  • Conducted interviews with patients and family members and answered questions regarding insurance benefits.
  • Maintained patients’ insurance benefits up to date in OncoEMR and Centricity and view the patients’ services for diagnosis and insurance coverage appropriateness.
  • Responsible for monitoring and collecting the financial responsibilities of our patients.
  • Applied with various financial foundations for grants, copay assistance with pharmaceutical companies and compassionate drug for patients.
Treatment Coordinator, 04/2011 to 06/2019
Advantage DentalNorth Plains, OR,
  • Performed in team leader capacity and organized all treatment and placement activities.
  • Managed secretarial duties, including researching billing issues, scheduling appointments and verifying insurance coverage.
  • Reviewed each step of patient care and made proactive adjustments to avert issues.
  • Established rapport and relationships with patients and external partners to cross-train and support medical staff.
  • Included family members and support system in patient treatment planning.
  • Laid out potential payment plans for patients.
  • Explained upcoming treatment preparation, instructions and other facts to patients.
  • Coordinated charitable, government and community resources for patients.
  • Sent and handled electronic requests for new medications and medication refills.
  • Acted as main point of contact for patients, doctors and hospital staff by closely reviewing medical charts and maintaining high levels of communication.
  • Worked closely with patients to deliver excellent and direct individualized patient care.
  • Managed prescriptions by sending electronic requests for new medications and refills.
  • Resolved problems with communication and billing to foster seamless services.
  • Cross-trained to support other medical staff with emphasis on establishing patient rapport and developing relationships with external partners.
  • Monitored logistics for patient intake and implementation of proposed courses of treatment.
  • Resolved problems with areas such as communication and billing that could negatively impact services.
  • Scheduled presentation appointments for pharmaceutical representations and physicians.
  • Reviewed medical charts and served as liaison between patient, doctor and hospital.
  • Liaised with pharmaceutical representative to schedule presentation appointments with physician.
  • Monitored ongoing care and proactively corrected problems.
  • Updated policies and procedures, leading continuous improvement of resident assessments and care.
  • Maintained inventory of pharmaceutical products for sufficient supply in office.
  • Maintained confidentiality of patient data and condition at all times to safeguard health information.
  • Liaised between hospital departments to facilitate effective communication.
  • Enhanced application of nursing and medical practices in alignment with laws and regulations.
  • Delivered excellent patient experiences and direct care.
  • Upheld confidentiality requirements and regulatory compliance guidelines.
  • Communicated and helped process Specialty pharmacy (IV, injectable & oral drugs) with prior approval from insurance, faxing Rx as needed with correct dosage amount & appropriate refills.
  • Benefit verification, prior authorization for chemo treatments and financial support with grants and copay cards.
Authorization Specialist, 04/2011 to 04/2012
AspirusStevens Point, WI,
  • Educated patients on eligibility and affordability options by offering insightful information.
  • Reviewed applications for different aid programs and determined which qualification criteria for individuals.
  • Documented all communication with applicants and inputted information into system using Greenway (Prime Suite) & IKnowMed.
  • Interviewed applicants and explained scope of different available benefits.
  • Assessed information gleaned from interviews, educational, and medical records, consultation with other professionals and diagnostic evaluations to identify clients' abilities, needs and eligibility for services.
  • Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
  • Oversaw daily office administration and work performance of Authorization Specialists, motivating and encouraging staff to enhance productivity and meet demanding internal and customer targets.
  • Coordinated and communicated effectively with pharmacies, insurance companies and prescribing physicians to ensure the authorization was completed prior to medication or service being rendered.
: Medical Administrative Assistant, Expected in 12/2011
Capps Medical Institute - Pensacola, FL,
High School Diploma: , Expected in 05/1992
Frisco City High School - Frisco City, AL,

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


Resume Strength

  • Formatting
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended
  • Capps Medical Institute
  • Frisco City High School
Job Titles Held:
  • Financial Counselor
  • Treatment Coordinator
  • Authorization Specialist
  • High School Diploma

Similar Resume

View All
Financial Counselor
Financial Counselor