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Personal Financial Advisor
Osceola, WI

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Osceola Medical Center

Patient Financial Counselor - 1.0FTE

Job Description

OMC Core Behavior Standards:
Create Teamwork Lead with Honesty & Integrity Convey Compassion Show Respect Pursue Quality Osceola Medical Center is committed to implementing these behavior standards as a foundation for how we hire, develop, and retain our team members. By intentionally selecting candidates whose values and behaviors align with these standards, we ensure that our mission is lived out every day, creating an environment where patients feel valued, respected, and confident that OMC is the place for all their healthcare needs.
OMC Leadership Competencies:
Leads by Example Models Accountability Self-Aware Listen with Curiosity Impactful Communicator Relationship Building/Collaboration Focused Effectively Resolve Conflict Team Builder/Makes Others Better Managerial Courage Process Driven Problem Solver Financial & Business Acumen Regulatory Understanding Strategic Agility Leadership at OMC directly influences patient safety, quality of care, employee engagement, and organizational trust. Because healthcare is complex, highly regulated, and deeply personal, we intentionally hire leaders whose competencies align with our mission, values, and behavior standards.
Schedule:
8-4:30/
M-F, Days Job Summary:
The Patient Financial Counselor works with patients and guarantors to accept and collect payments; makes payment arrangements based on policies and procedures and the patient's ability to pay; provides financial assistance options for self-pay, assist patients with cost estimates, and to collaborate with payers to ensure patient financial coverage; explains financial information, determines prospective patients' ability to pay, provides education on free health care and Medicaid; educates patients on their financial obligations to the facility, and follows up with patients and other parties to ensure accuracy and completeness of the information.
Responsibilities include:
Answers incoming phone calls to Patient Financial Services. Assists patients and resolve billing issues. Identifies and monitors delinquent accounts. Obtains payment for all charges by following up with patient using various methods of communication. Sets up payment plans with patients. Forwards non-responsive accounts to collections. Remains up-to-date and knowledgeable about collections and insurance information through seminars and insurance bulletins or websites. Monitors age of accounts. Obtains payment for all charges by making phone calls and sending letters or statements. Maintains accurate records. Completes estate filing and follows up on bankruptcy. Reviews, reconciles, investigates and resolves account discrepancies. Determines refunds if applicable.
Knowledge, Skills, and Abilities:
Demonstrates OMC's behavioral standards and values in daily work. Knowledge of collections, collection laws, policies and procedures. Understanding of healthcare billing and reimbursement practices. Knowledge of patient registration and scheduling. Knowledge of medical terminology and health insurance. Strong verbal, written and interpersonal skills. Problem-solving. Taking initiative. Developing and maintaining effective relationships with partners inside and outside the organization. Examine documents for accuracy and completeness. Demonstrate ability to deal diplomatically and calmly under stress. Plan, organize and multitask. Work independently and as part of a team. Work cooperatively and respectfully with others. Ability to handle confidential information with discretion. Ability to listen to patients' concerns and access resources to help them. Physical Requirements for the
Role:
Sitting for long periods of time, typing
Qualifications:
High School Diploma or equivalent, required. Experience in a clinic and/or hospital setting, preferred. Experience in working with insurance posting, collections, and patient payments, preferred. Customer service experience, preferred Successful leadership candidates will demonstrate the ability to: Model and reinforce respect and dignity by setting clear expectations for professional behavior and addressing concerns promptly with team members. Demonstrate ownership and accountability by taking responsibility for decisions, following through on commitments, and holding themselves and others accountable for results and behaviors. Lead through change effectively by responding positively to change, communicating clearly, and actively supporting new initiatives while guiding teams through transitions. Build and sustain a culture of trust and collaboration by fostering open communication, encouraging teamwork across disciplines, and creating an environment of psychological safety. Champion OMC's mission and values by consistently aligning decisions, priorities, and actions with organizational goals and behavior standards. Why Join OMC? At OMC, we don't just hire for skills—we hire for behaviors that align with our mission. We invest in team members who are committed to making a meaningful difference in the lives of our patients and in the communities we serve. Osceola Medical Center is an equal opportunity employer and is committed to creating an inclusive environment for all employees.