Financial Counselor - Healthcare jobs in North Carolina
Financial Counselor - Healthcare develops and facilitates payment plans for patients to finance medical expenses by coordinating between insurer, third party payer and patient. Confirms level, terms of coverage, and benefit limits with health insurance providers. Being a Financial Counselor - Healthcare advises patients of any alternative sources of funding or assistance available from social service agencies. Prepares and files any documentation needed to complete payment arrangements. Additionally, Financial Counselor - Healthcare may arrange for referrals or second opinions. Has general knowledge of insurance terms and practices. Requires a high school diploma. Typically reports to a supervisor or manager. The Financial Counselor - Healthcare works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Counselor - Healthcare typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Financial Counselor - Healthcare jobs
Financial Counselor I
- Principal Financial Group
-
Charlotte, NC
FULL_TIME
-
What You'll Do
We’re looking for a Financial Counselor I to join our Retirement and Income Solutions Principal Connection team. In this role, you’ll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization.- Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention of assets and offering additional product solutions to our customers.
- Educate and assist existing and perspective customers who are interested in engaging with Principal for their individual investment and risk-based needs. This may include facilitation of any requested transaction or introduce them, when appropriate to another team.
- Assist in uncovering current or potential retail customer needs
- Perform other job-related duties and projects as they arise.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Who You Are- Bachelor's degree or equivalent plus 2 years’ experience, preferably in the financial services industry.
- SIE, Series 6 or 7 and Series 63 & 65 or Series 66. Additional licensing may be required upon starting.
- Successfully being approved as a registered representative by all 50 States and Washington DC.
- Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone.
- Proficiency with computer desktop technology and digital communication mediums.
- Detailed knowledge and expertise involving retail investments products as well as employer sponsored retirement plans.
- Hard-working and able to make decisions that are in the best interest of our customers. This includes possessing a heartfelt passion to hold and maintain relationships with customers and members of their household.
- Ability to work independently, be a self-starter, and demonstrate confidence in decisions.
- Drive to constantly improve the customer experience working in a collaborative team-based culture.
- Strong efficiency with time management and organizational skills.
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$26.42 - $39.50 / hour
Time Off Program
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
Pension Eligible
Yes
Additional Information
Shift Differential
This position will provide a shift differential starting at 6pm for hours worked.
Location(s)
This role offers in-office, hybrid and remote work arrangements . You’ll work with your leader to figure out which option may align best based on several factors. We are hiring in: Des Moines,IA - Charlotte,NC - Grand Island, NE - Minneapolis, MN - St. Louis, MO - Atlanta, GA - Dallas, TX - Fort Worth, TX - Phoenix, AZ - Miami, FL - Tampa, FL.
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
5/30/2024
Most Recently Posted Date
5/30/2024 - 7 Days Ago
Counselor
- Pyramid Healthcare
-
Charlotte, NC
PART_TIME
- Summary: Responsible for facilitating all clinical services for program as outlined by facility standards and in accordance with clinical philosophy of program. Shift: 40 hours per week, Monday – Frid...
- 4 Days Ago
Financial Counselor
- Candidate Experience site
-
Charlotte, NC
PART_TIME
- Interviews patients who are uninsured/underinsured and determines which agencies will provide financial assistance with the patient's hospital and medical bills. Assists the patients through the appli...
- 3 Days Ago
FINANCIAL COUNSELOR
- Pinehurst Surgical Clinic PA
-
Pinehurst, NC
FULL_TIME
- DescriptionSUMMARY: The Business Office Financial Counselor is responsible for providing quality and efficient customer service to our patients and providers. The Financial Counselor will collect on b...
- 4 Days Ago
Financial Counselor
- UNC Health Southeastern
-
Lumberton, NC
FULL_TIME
- POSITION SUMMARY: To perform the general duties related to Insurance verification and Pre Certification for all patients. Serve as a liaison between Patient Access, Patient Financial Services, Care Ma...
- 5 Days Ago
Financial Counselor
- EMERGEORTHO, P
-
Connelly, NC
FULL_TIME
- Position: Financial Counselor Status: Full Time Hours: Monday-Friday 8:00am-5:00pm (1hour lunch) Location: Valdese, NC Date Posted: July 28, 2021 Job Description: The Financial Counselor will ensure t...
- 7 Days Ago
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About North Carolina
North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Counselor - Healthcare jobs
$37,508 to $46,857
Most Popular Cities in North Carolina for Financial Counselor - Healthcare Jobs
What does a Financial Counselor - Healthcare do?
Financial Counselor - Healthcare in Providence, RI
In case the insurance of the patient covers the cost, a financial counselor works with the needed papers and documents and make sure that everything is in order.
January 11, 2020
Financial Counselor - Healthcare in Tucson, AZ
Financial counselors usually work in the front office location of hospitals, where they sit on their desks and use computers in facilitating their jobs.
January 26, 2020
Financial Counselor - Healthcare in Vincennes, IN
However, there are instances that financial counselors work at night or even during weekends.
December 03, 2019