Client Financial Advisor

The Client Financial Advisor is responsible for providing our consumers with a positive financial experience by helping consumers navigate and understand insurance benefits and potential financial liability. The Client Financial Advisor collects payments, sets up payment arrangements as appropriate, creates estimates, advises consumers in person and over the phone regarding their insurance benefits and coverage. Independent judgement and decision making is required to address the full range of tasks and responsibilities. This position requires the ability to plan, schedule, and organize numerous tasks that directly impact the financial health of Heart of Texas Behavioral Health Network. The person in this position will support their co-workers, engage in positive interactions, and provide helpful assistance in anticipating and responding to the needs of our consumers.

EXAMPLES OF WORK PERFORMED

• Serves as the point of contact for all financial assistance related questions. Communicate with consumers to identify and understand financial, social, and medical histories and other relevant consumer information.
• Assess the current financial situation of consumers thought the verification of client insurance benefits; serving as the technical expert in confirming patients benefit coverage and reimbursement..
• Counsel consumers on out-of-pocket liabilities. Collect deductibles, pre-payments, and outstanding balances following established collection procedures; or alternatively, create a payment plan with the patient and document agreement appropriately.
• Verify insurance eligibility via phone and website using online resources such as TMHP, UHC/Optum.
• Verify copay/deductible before time of service and verify benefits on a regular basis communicating with the billing department any changes so that the setup of payers is complete.
• Meet with consumer to complete Financial Assessment, walking them through all questions to give them their calculated MAP/MMF (sliding scale) amount that they will be responsible for based on income..
• Walking the consumer through the Charity Care Questionnaire to see if they would qualify for assistance.
• Collaborate with consumers in planning and decision making to result in optimal solutions.
• Ability to stay calm under pressure and deal effectively with difficult situations.

Knowledge, Skills, and Essential Functions

• Excellent written and verbal communication with clients, employees, and external agencies.
• Excellent computer skills and knowledge of Microsoft Office, Outlook, and fax/scan/copy.
• Experience in providing a high level of customer service.
• Proven ability to maintain confidentiality of sensitive information.
• Must display excellent organizational skills and time management.
• Flexible and innovative.
• Stooping, bending, sitting, standing, keyboarding for prolonged periods and lifting 50 pounds
• Familiarity with medical terminology and abbreviations.
• Intermediate knowledge of MS Excel and ability export reports to excel
• Dependable and reliable in achieving goals.
• Regional travel 30%

Education and Experience

• Associate's Degree Required
• 1 year of experience in revenue cycle is required

Hours: 8AM-5PM M-F

Salary: $37,440 annually/$18.00 hourly

Location: Waco TX

Positions: 759

Benefits:

Heart of Texas Behavioral Health Network strives to offer competitive compensation and a comprehensive benefits package that includes:

Employer paid Health Insurance, no copays, no deductibles, 0 cost most prescriptions*
Employer paid Dental Insurance
Employer paid Life Insurance
Employer Paid Short Term Disability
Employer Paid Employee Assistance Program
Payroll Direct Deposit
12 paid Holidays per year
Excellent 401-K Retirement Plan (Center will contribute 12% of employee earnings)**
**Certain Requirements Apply**

Generous Paid Time Off (PTO) - begins after 3 months of full time employment