Financial Counselor

Post Date

Sep 26, 2025

Location

Aliso Viejo,
California

ZIP/Postal Code

92656
US
Dec 31, 2025 Insight Global

Job Type

Contract-to-perm

Category

Accounting / Finance

Req #

HSW-d26359df-fbb9-4423-848c-421eeb573055

Pay Rate

$23 - $29 (hourly estimate)

Job Description

The Financial Counselor participates in the admission process by responding to inquiries regarding the facility, insurance verification, financial counseling, patient admission, and data entry of all demographic information necessary to appropriately conclude the admission.

This individual will be responsible for assessing patients and collecting financial information to guide them to the appropriate services. Admissions occur daily, with referrals coming from various ER departments across the region. As a result, patient volume can fluctuate, typically ranging from 5 to 20 cases per day.

In addition to admissions support, this role involves assisting with general financial planning and conducting patient screenings for insurance eligibility. Not all patients will be on a self-pay plan, so familiarity with different coverage types will be important.

KEY RESPONSIBILITIES:
- Consistently demonstrates professionalism, courtesy, tact, and knowledge of the facilities programs when dealing with potential clients/family, reviewers, and third-party payors.
- Performs insurance verification.
- Provides adequate financial counseling to parents/guardians relating to the self-pay and/or co-pay of account balances.
- Reviews initial and reappointment applications and data for accuracy, completeness and any quality issues.
- Prepare daily financial counseling report prior to Flash Meeting.
- Review all Financial needs of patients and refer them to appropriate agencies for assistance, such as Covered California, M-Cal Office, Medicare etc.…
- Coordinate all cash collections.
- Go see patients that need daily follow up & meet with patients and or visitors that walk in to pay.
- Know the case rates for IP, OP, and CD as well as, all levels of care, review daily census admit and discharges, follow up with discharge patients that have liability.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Required Skills & Experience

- 1-2+ years of experience within a medical facility, doctors office, or medical business office.

- Experience working with insurance verifications, collections, financial counseling, and HIIPA knowledge.

- Proficient in Microsoft Office.

- High School Diploma.

- 3 doses of COVID vaxx and Flu Shot

Nice to Have Skills & Experience

- Experience working within behavioral health

- Experience using an EMR (electronic medical record) system

- Bilingual English and Spanish

- MediCare/MediCal knowledge

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.