Senior Financial Counseling Specialist

Description

ABOUT US
IVX Health is a national provider of infusion and injection therapy for those with Rheumatoid Arthritis, Crohn's Disease, Multiple Sclerosis and other complex chronic conditions. IVX offers a different, better approach to caring for our patients and believes it is vital to take the same approach with our employees. We strive to empower our team to succeed while embodying our core values: Be Kind, Do What's Right, Never Settle, Make It Happen, and Enjoy the Ride.

ABOUT THE ROLE

The Senior Financial Counseling Specialist works closely with IVX Health administrative staff, patients, and payor representatives to ensure patients have access to financial assistance, co-pay programs, and insurance plan resources. This role focuses on identifying and resolving patient financial barriers by leveraging grants, co-payment assistance, and other financial aid options. Unlike traditional Revenue Cycle Specialist roles, this position places less emphasis on billing processes, appeals, or denial trends and instead centers on financial counseling and patient advocacy. Exceptional communication and organizational skills, along with a service-oriented mindset, are the foundations of this role.

ESSENTIAL JOB FUNCTIONS

• Act as the primary resource for patients needing financial counseling, including assistance with co-pay programs, insurance plans, and grant applications. 
• Collaborate with clinical and administrative teams to ensure patients are aware of and enrolled in applicable financial assistance programs. 
• Provide support for co-payment appeals related to medical necessity, coordinating with internal teams as needed. 
• Maintain a working knowledge of payor policies, financial assistance programs, and co-pay regulations. 
• Educate patients on their financial responsibilities and available resources to help mitigate financial barriers to care. 
• Work closely with payor representatives to resolve patient financial issues without focusing on claim denials or broader appeal processes. 
• Support efforts to improve financial counseling processes and recommend strategies to increase efficiency and effectiveness. 
• Ensure complete and accurate documentation of patient financial counseling efforts and outcomes. 
• Assist with any cross-departmental initiatives that impact patient access to financial resources, including liaising with Prior Authorization or Billing teams when necessary. 
• Demonstrate excellent customer service skills in all patient and stakeholder communications. 
• Participate in department meetings to discuss trends, share updates on financial assistance programs, and provide insights to improve patients' financial experiences.
• Take ownership of special projects related to financial assistance or grants, as assigned by the manager.  

BENEFITS + PERKS

• Comprehensive Medical, Dental, and Vision Insurance plans. Plans include prescription drug coverage as well as telemedicine services
• Additional options for supplemental health protection plans including Accident, Critical Illness, and Hospital Indemnity,
• Life and AD&D Insurance
• Dependent Care Flexible Spending Account
• Voluntary Short-Term and Long-Term Disability Coverage
• Fertility Healthcare and Family Building Benefits through Carrot
• Free counseling services and resources for emotional, physical and financial wellbeing
• 401(k) Plan with company-match
• Education assistance (Tuition reimbursement, Certification support)
• CEU Library
• Charitable Giving Match and Volunteer PTO Program
• Employee Referral Bonus Program
• Flexible work schedule that promotes a positive work-life balance

Qualifications

ESSENTIAL SKILLS AND COMPETENCIES

• Proficiency with standard office software applications (Microsoft Office, Outlook, Teams, etc.)
• Excellent organizational, consultative, analytical, and problem-solving skills
• Ability to multitask and adapt to fast-paced work environment
• Strong knowledge of insurance plans, payor processes, co-pay programs, and financial assistance grants
• Takes initiative and capitalizes on all opportunities to improve department efficiency and effectiveness
• Strong interpersonal and communication skills to effectively interact with patients and internal stakeholders 
• Empathy and the ability to provide patient-centered financial support 
• Ability to collaborate and communicate at all levels of an organization
• Knowledge of basic medical terminology

REQUIRED EDUCATION AND EXPERIENCE

• High School Diploma or GED required
• 2 Year / Associates Degree in Medical Office Managing, Medical Insurance, or Medical Coding strongly preferred
• 5-7 years’ experience working in full revenue cycle in a facility or physician office setting or similar role

WAGE RANGE 

Pay is based on a number of factors including market location, job-related knowledge, skills, and experience, and is benchmarked against similar organizations to our size and industry. For our Senior Financial Counseling Specialist role, we generally pay new hires between $23.50 and $28.00 per hour. It is not typical for an individual to be hired at or near the top of the range for roles and compensation decisions are dependent on the facts and circumstances of each situation. In addition to cash pay, full-time regular employees are eligible for 401(k), health benefits, and other company benefits; some of these benefits may also be available for part-time positions. 

EEO STATEMENT
IVX Health is proud to be an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees. IVX Health wants to have the best available people in every job, and we make employment decisions on the basis of business needs, job requirements, individual qualifications, and merit. Equal employment opportunities are provided to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, military and veteran status, age, physical or mental disability, genetic characteristic, reproductive health decisions, family or parental status, or any other legally protected category in accordance with applicable federal, state, or local laws. IVX Health prohibits discrimination, harassment, or retaliation of any kind based on any of these characteristics. Equal employment opportunity will be extended to all persons in all aspects of the employer-employee relationship and all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation benefits, and separation of employment.

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