Financial Counselor, Patient Access

$2,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS Explore opportunities with Optum , in strategic partnership with ProHealth Care. ProHealth Care is proud to be a leader in health care services, serving Waukesha County and the surrounding areas for more than a century. Explore opportunities across the full spectrum of care as you help us improve the well-being of the community with your skills, compassion and innovation. Be part of a collaborative environment that strives for excellence, nurtures respect and ensures high-quality care delivery to our patients. Join us in making an impact as an Optum Team Member supporting Pro Health Care and discover the meaning behind 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. Our office is located at 240 Maple Ave, Mukwonago, WI 53149. 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. 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) + Ability to work Monday - Friday, 10:30am - 7:00pm + Ability to work 1 Saturday per month + 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 + 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 public, providers, physician office staff, registration staff and other healthcare professionals + Knowledge of medical terminology + Experience with electronic medical records system + Bilingual in English & Spanish 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 (

Created: 2026-01-09