Financial Consultant

Job ID
# of Openings
Posted Date
3 weeks ago(1/4/2018 5:59 PM)
Business Office


Job Summary:

A Financial Consultant reviews customer records prior to admission to determine up-front responsibilities.


Report To: Facility COO or Business Office Manager


Job Duties:

  • Greets and assist customers within 48 hours of admission to collect financial information to help client understand their responsibility and to collect client payments.
  • Ensures Coordination of Benefits, Affordable Care Act payments, and Proof of Employment are done at the facility for each client.
  • Manage client monetary deposit accounts and ensure proper reconciliation and recording of such accounts.
  • Ensure client payment and funds are collected, properly recorded, processed, and deposited.
  • Meet with client prior to discharge to address financial issues and concerns pertaining to payment of services provided and/or insurance coverage.
  • Meet defined department goals and activity metrics to include monthly rescue quotas.
  • Partner and proactively communicate with CRMS regarding billing and payment issues to make admission decision about financial viability of client admission.
  • Assists other business team members with transactions as necessary.
  • Expected ongoing understanding and knowledge of insurance trends with regards to authorization and reimbursement.
  • Participate in team planning meetings.


Job Requirements:

  • Bachelor’s Degree in Business Administration preferred and/or combined with five years’ sales experience.
  • 3-5 years’ high-volume sales/collections experience and understanding of KPI’s including (cash collected, conversion rates).
  • Knowledge of Managed Care, including understanding: of how clients are authorized for levels of care, how insurance policies reimburse specific to facility location, in-network vs. out of network insurance, and in-network contracts.
  • Strategic and proactive thinker, ability to problem-solve financial solutions for extended treatment.
  • Customer orientation – establishes and maintains long-term client relationships, builds trust and respect by constantly meeting and exceeding expectations
  • Interpersonal skills – able to work effectively with other employees, clients, families, and external customers
  • PC skills – demonstrates proficiency in PC applications as required; knowledge of CRM software preferred
  • Policies & Procedures – demonstrates knowledge and understanding of facility organizational policies, procedures, and systems
  • Basic skills – able to perform basic mathematical calculations, balance and reconcile figures, punctuate and spell correctly, and transcribe accurately
  • Candidates in recovery must have 2+ years of sobriety.


AAC is committed to principles of equal opportunities for all employees.  The Company will provide reasonable accommodations that are necessary to comply with State and Federal disability discrimination laws.



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