We use cookies. Find out more about it here. By continuing to browse this site you are agreeing to our use of cookies.

Job posting has expired

#alert
Back to search results
New

Financial Counselor, Patient Access - Waukesha, WI

Optum
401(k)
United States, Wisconsin, Waukesha
1501 Airport Road (Show on map)
Jun 05, 2025

$2,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together.

This position works with patients to resolve applicable financial concerns, including providing counseling on available financial assistance or healthcare coverage options, assessing payment sources, developing payment plans, and collecting patient payments.

We offer 4 - 6 weeks of paid training. The hours of the training will be based on the schedule or will be discussed on your first day of employment.

Location: Our office is located at 725 American Avenue, Waukesha, WI, 53188.

Primary Responsibilities:



  • Screens appropriate patients for possible healthcare coverage or financial assistance opportunities to determine eligibility, coverage levels, and billing requirements
  • Counsels patients as to financial responsibility while assessing suitability for in-house programs of Free Care, Discounted Care, and Payment Plans. Ensures all accounts are screened for linkage opportunities and appropriate actions are completed
  • Performs a daily check of all qualifying inpatients and assesses/offers financial assistance prior to discharge
  • Functions as the liaison with various departments for determining financial options and financial counseling for scheduled procedures and price-shopping
  • Records and prepares statistics for the outreach of financial assistance programs offered
  • Maximizes revenue collections
  • Minimizes accounts receivable losses (bad debt) by use of workflows, technology, and tools provided
  • Maintains a safe environment, complying with NLH policies and procedures; reports and directly addresses environmental hazards and violations of patient safety policy and/or protocol when involved or observed
  • May perform other duties upon request


You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:



  • High School Diploma/GED (or higher)
  • 2+ years of previous customer service experience in a healthcare setting, accounting, or related field
  • Intermediate level of proficiency with Microsoft Office Products
  • Ability to travel to other local sites as needed (~25-30 mins travel time)
  • Must be 18 years of age or older


Preferred Qualifications:



  • Associate's degree in healthcare administration, finance, business, or a related field
  • 2+ years of customer service experience in a hospital setting
  • Experience with electronic medical records system
  • Actively supports patient-centered care with respect for the diversity of human experience and demonstrates integrity with the handling of sensitive financial information.
  • Verbal and written aptitude for adequate communication with the general public, providers, physician office staff, registration staff, and other healthcare professionals.
  • Knowledge of medical terminology


Soft Skills:



  • Excellent customer service skills
  • Excellent written and verbal communication skills
  • Demonstrated ability to work in fast paced environments



**PLEASE NOTE** The sign-on bonus is only available to external candidates. Candidates who are currently working for UnitedHealth Group, UnitedHealthcare or a related entity in a full time, part time or per diem basis ("Internal Candidates") are not eligible to receive a sign on bonus.

The salary range for this role is $16.88 to $33.22 per hour based on full-time employment. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you'll find a far-reaching choice of benefits and incentives.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

#RPO #RED

(web-696f97f645-sxsds)