Financial Counselor

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you.

McKesson Corp is a Fortune 8 company and is one of the largest providers of medicines, pharmaceutical supplies, and health information technology (IT) products and services in the United States with revenues of $231 billion in 2020. The company was founded in 1833 by John McKesson and Charles Olcott in New York with a focus on importing and wholesaling pharmaceutical products. United by our ICARE principles, McKesson's 80,000 employees work together every day to make better care possible for patients around the globe – one product, one partner, one patient at a time.

Schedule Monday through Friday 8am to 5pm

Position Description

Patient Financial Counselor II will be responsible for maintaining effective communication between patients, infusion site nurses, financial assistance programs, practice organizations, and other departments as needed.  Must have excellent written and verbal communication skills, advanced computer literacy, ability to perform basic mathematical calculations and the ability to multi-task in a fast-paced work environment.  Will be responsible for researching and securing available financial assistance programs to assist patients in reducing infusion therapy costs.  Additionally, will work closely with patients to ensure understanding of medical insurance benefits, collecting patient financial responsibility and provide financial counseling as needed.

Key Responsibilities

• Provides best in class customer service by phone, email and in person.
• Returns messages and handles outbound calls to collect on self-pay accounts.
• Maintains a high level of customer satisfaction by providing appropriate/applicable levels of competency and professionalism to ensure solutions are provided timely, accurately, and efficiently.
• Maintain knowledge of each financial assistance program and their current qualifying guidelines and criteria. Be able to communicate these requirements effectively to patients.
• Screen patients for eligibility and assists in applying for pharmaceutical or charitable drug assistance.
• Identify and secure patient funding through various financial assistance programs, foundations, and payment plan options.  
• Ability to thoroughly explain medical insurance benefits to patients as it relates to their estimated financial responsibility for infusion therapy services.
• Manage work queue to department standards for productivity and quality.
• Performs follow up activities on all accounts to ensure prompt payment.
• Negotiates payment plans on Patient Balance accounts utilizing established policies
• Communicate daily with professional medical personnel (doctors, nurses, pharmacy staff, patient advocates) to carry out program operations
• Respond quickly to issues or concerns from customers and patients
• Maintain PHI and HIPAA compliance
• Performs other job-related duties as assigned by Management

Minimum Requirements

• 3+ years relevant experience in Healthcare required
• Experience with patient advocacy, pharmacy or patient assistance programs preferred

Critical Skills

• Must have strong understanding of confidentiality of patient records and HIPAA compliance
• Independent worker, can set own timelines/deadlines and goals
• Excellent and effective business communication skills both verbally and in writing
• Must be proactive and take initiative
• Must have ability to manage multiple, concurrent priorities, strong time management and prioritization skills
• Must be team oriented.
• Must demonstrate an understanding of reimbursement practices including government programs (Medicare, Medicaid), commercial programs, and how these payers coordinate benefits.
• Must demonstrate adaptability to handle changing priorities in a high volume, fast-paced work environment.
• Excellent personal computing skills and a working knowledge of MS Office software.
• Exceptional organizational skills and attention to detail. 
• Maintains clear communication with customers regarding mutual expectations.
• Takes personal responsibility and accountability for correcting customer-service problems.

Additional Knowledge & Skills (Preferred or plus skills)

• Knowledge of Medicaid, 3rd party insurance and other external foundations or funding programs for reimbursements a plus 
• Adhere to McKesson ICARE standards in all interactions

Education

• High school Diploma

Physical Requirements

• General office demands

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.

Our Base Pay Range for this position

McKesson is an Equal Opportunity Employer

McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson’s full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.

Join us at McKesson!