Financial Counselor
Company: Pinehurst Surgical Clinic PA
Location: Pinehurst
Posted on: April 7, 2026
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Job Description:
Description: SUMMARY The Financial Counselor serves as the main
contact for patients regarding financial matters. This role reviews
treatment costs and out of pocket expenses, advises on insurance
coverage, eligibility, and payment options, collects payments, and
sets up payment plans, calculates cost estimates, and reviews
accounts. POSITION REQUIREMENTS * Prepares and reviews patient cost
estimates for numerous services, including office visits,
procedures, surgeries, imaging, durable medical equipment (DME),
and injections, with patients in person or over the phone. *
Collects co-payments, deductibles, coinsurances, and upfront costs
indicated by patient's insurance carrier and in accordance with
Pinehurst Surgical Clinic's policies. * Manages patient phone calls
and in-person requests including: a. Resolving patient inquiries b.
Answering billing questions c. Accepting payments by phone or in
person d. Establishing payment plans e. Demonstrating knowledge of
accepted payment methods, including cash, credit cards, checks, and
Care Credit contacts patients to collect unpaid balances. f.
Educate patients on their overall financial responsibility. g.
Assist patients in setting up payment plans in accordance with
Pinehurst Surgical Clinic's payment plan policy. h. Completes
individual daily deposits and is responsible for compiling and
reconciling overall department deposits from individual staff,
including filling out deposit forms and necessary paperwork.
Performs other related duties as assigned in support of clinic
operations. Requirements: PREFERRED QUALIFICATIONS 1. 2-4 years of
experience in healthcare, finance, billing, or patient access
roles. High school diploma or equivalent 2. Knowledge of insurance
processes, including Medicare, Medicaid, and medical terminology,
with the ability to read and interpret claims. Proficiency in
Microsoft Office with strong data entry skills. 3. Understanding of
billing and payment options, including rules and regulations of
contractual and non-contractual insurance carriers. Ability to
maintain confidentiality and HIPAA compliance. 4. Ability to
multitask while maintaining accuracy and strong attention to
detail. 5. Effective communication, organizational, and customer
service skills with the ability to speak clearly and concisely.
PERSONAL CHARACTERISTICS 1. Compassionate and patient when working
with individuals facing financial or medical stress. 2.
Professional demeanor and appearance that reflects the standards of
Pinehurst Surgical Clinic. 3. Effective communication and
interpersonal skills with patients, families, and fellow
co-workers. 4. Strong organizational skills and diligence in
managing sensitive financial and patient information. 5.
Demonstrates empathy, integrity, and respect in all interactions
with patients and colleagues. Positive attitude with the ability to
remain calm and supportive in challenging and fast paced
situations. 6. Commitment to teamwork and a pleasant, professional
attitude in all workplace interactions.
PI81754fec2a24-29400-38112777
Keywords: Pinehurst Surgical Clinic PA, Manchester , Financial Counselor, Accounting, Auditing , Pinehurst, New Hampshire
