financial counselor resume example with 6+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Dedicated and organized medical professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

  • Effective customer communication
  • Financial counseling
  • Healthcare insurance knowledge
  • Payment negotiation
12/2019 to Current Financial Counselor Hca | Fort Walton Beach, FL,
  • Put together settlement options and development payment plans.
  • Added current information to system accounts, including demographic information and payment methods.
  • Counseled patients and families on ongoing basis to assist with financial assistance on accounts.
  • Documented all gathered information and details from discussions with patients and insurance companies using Medhost software.
  • Advocated for patients by contacting insurance carriers and obtaining necessary benefits information.
  • Interviewed patients and families, answering questions regarding financial process and asking questions to assist with financial responsibilities.
  • Interviewed patients to assess income, insurance coverage, tax status, and other information to check for Medicaid eligibility.
  • Responsible for updating several reports throughout the day to keep track of census in the facility.
  • Collection of payments in person and online.
05/2019 to 12/2019 Front Desk Receptionist Wts International, Inc. | Houston, TX,
  • Scheduled and confirmed patient appointments for consultation services.
  • Answered phone calls to provide assistance, information and medical personnel access to maximize office efficiency.
  • Straightened up waiting room to maintain neat and organized space.
  • Delivered high-quality customer service to sustain patient and work flows.
  • Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files.
  • Answered multi-line phone system and directed callers to requested personnel and departments.
  • Pleasantly greeted each patient and offered the desk sheet for easy sign-in.
  • Processed patient payments and scanned identification and insurance cards.
  • Entered patient information, including insurance, demographic and health history into system to keep all records up-to-date.
  • Observed strict HIPAA guidelines at all times according to company policy.
  • Greeted callers with enthusiasm, answering all phone calls by second ring.
  • Took messages from patients and promptly relayed to appropriate staff.
  • Communicated with all partners throughout practice, including physicians, nursing staff, technicians and medical assistants.
  • Informed patients of financial responsibilities prior to rendering services.
03/2016 to 05/2019 Admissions Coordinator Tutera Senior Living | Champaign, IL,
  • Helped patients with admissions paperwork process and tours of the facility.
  • Compiled and analyzed marketing data to generate reports for corporate office.
  • Completed secretarial tasks such as faxing, bookkeeping and accurate data entry.
  • Planned professional development opportunities, including in-services and lunches with local senior centers, hospitals and assisted living apartments.
  • Collaborated with medical and program directors to establish and keep up to date the census for the 121 bed skilled nursing and long term care facility.
  • Organized and participated in health fairs to raise awareness of organization's mission and services.
  • Did some marketing at local hospitals and home health's. Also went to hospitals and homes to do patient evaluations.
  • Stayed in daily contact with hospitals and physicians to complete necessary Paperwork needed for admissions.
06/2014 to 11/2015 Automotive Service Writer Autosource Motors | Boise, ID,
  • Called customers to schedule vehicle inspections, recall work and preventive maintenance.
  • Entered mechanics' time into system, communicated completed work to customers, and closed service work orders.
  • Courteously greeted customers and assisted with initiating service requests.
  • Scheduled repair work by assigning tasks to mechanics based on skills and availability.
  • Created service order requests by documenting customer complaints and repair needs in work orders.
  • Documented service information in system within client profiles and updated repair status.
  • Observed and managed repair time to accelerate return of vehicle to customer.
  • Provided time and cost estimates for proposed service to gain customer authorization.
  • Conferred with customers to understand service needs and write up accurate orders.
  • Discussed options with customers, helping each make optimal choices for individual needs.
  • Interfaced with technicians, parts department and managers to stay on top of availability and service procedures.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Promoted add-on services to increase department revenue.
Education and Training
Expected in to to | General Studies Southeastern Louisiana University, Hammond, LA GPA:

CPR certified January 2021

CPI certified February 2021

Certified Medicaid Specialist January 2021

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Resume Overview

School Attended

  • Southeastern Louisiana University

Job Titles Held:

  • Financial Counselor
  • Front Desk Receptionist
  • Admissions Coordinator
  • Automotive Service Writer


  • Some College (No Degree)

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