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Financial Counselor

Job

Medix Staffing Solutions

Temecula, CA (In Person)

Part-Time

Posted 6 weeks ago (Updated 4 weeks ago) • Actively hiring

Expires 5/28/2026

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Job Description

You are applying for a position through Medix, a staffing agency. The actual posting represents a position at one of our clients. Job Summary Our client is seeking a motivated Financial Counselor to join their team. The primary responsibility of this role is to support patients by assessing their financial needs and recommending tailored payment solutions while ensuring the effective financial management of patient accounts.
Responsibilities / Job
Duties Assess individual patient financial needs and recommend tailored payment solutions. Establish and manage interest-free payment arrangements in alignment with organizational policy. Administer applications for sliding-scale programs, third-party financing, and other financial hardship assistance. Verify complex insurance coverage and assist patients in navigating the prior authorization landscape. Partner with the billing department to identify and resolve claim discrepancies that impact the patient's financial responsibility. Document all financial interactions with meticulous detail within the Electronic Health Record (EHR) and Practice Management systems. Monitor the health of active payment plans and initiate follow-up for delinquent accounts. Generate performance reports for leadership regarding patient account activity and resolution rates.
Skills Communication:
Exceptional interpersonal skills with the ability to handle sensitive financial discussions with dignity and tact.
Technical Proficiency:
Experience navigating enterprise-level EHR and Practice Management software; proficient in Microsoft Office Suite.
Analytical Skills:
Strong problem-solving abilities with a focus on resolving complex billing hurdles.
Schedule / Shift
M-F, 8am-5pm Benefits Paid Sick Leave (Medix provides paid sick leave according to state and local sick leave ordinances). Health Benefits / Dental / Vision (Medix offers 6 different health plans: 3 Major Medical Plans, 2 Fixed Indemnity Plans (Standard and Preferred), and 1 Minimum Essential Coverage (MEC) Plan. Eligibility for health benefits is based on verifying that an average of 30 hours per week during the first 4 weeks of the work assignment has been met. If you meet eligibility requirements and take action to enroll, you will be covered no earlier than 60 days into your assignment, depending on plan selection(s)). 401k (Eligible on the first 401k open enrollment date following 6 consecutive months on assignment. 401k Open Enrollment dates are 1/1, 4/1, 7/1, and 10/1). Short Term Disability Insurance. Term Life Insurance Plan. Medix is an equal opportunity employer. • We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), Los Angeles Fair Chance Ordinance for Employers (ULAC), The San Francisco Fair Chance Ordinance (FCO), and the California Fair Chance Act (CFCA).
Medix Overview:
With over 20 years of experience connecting organizations with highly qualified professionals, Medix is a leading provider of workforce solutions for clients and candidates across the healthcare, scientific, technology, and government industries. Through our core purpose of positively impacting lives, we're dedicated to creating opportunities for job seekers at some of the nation's top companies. As an award-winning career partner, Medix is committed to helping talent find fulfilling and meaningful work because our mission is to help you achieve yours. • As a job position within our Revenue Cycle division, a successful completion of a background check may be required as a condition of employment. This requirement is directly related to essential job functions including but not limited to: accessing financial and confidential information, handling financial and other payment data, and working within departments that care for vulnerable populations, such as, minors, elderly and those with physical or mental disabilities. Due to these job duties, this position has a significant impact on the business operations and reputation, as well as the safety and well-being of individuals who may be cared for as part of the job position or who may interact with staff or clients.

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