Financial Counselor - Patient Access - Winnie Palmer Hospital for Women & Babies

Position Summary ✨ Now Hiring at Orlando Health Winnie Palmer Hospital for Women & Babies! ✨ Are you passionate about patient-centered care and making a meaningful impact behind the scenes in a world-class healthcare environment? Join the team at Orlando Health Winnie Palmer Hospital for Women & Babies, a nationally recognized leader in women’s and newborn care and a proud Magnet®-designated facility known for nursing excellence and exceptional patient outcomes. We are currently seeking a Financial Counselor I (Full-Time, Day Shift) to support our Women’s Patient Access / Triage Registration team. In this vital role, you will be the trusted guide for patients and families, helping ensure a smooth and supportive financial experience by: • Assisting with patient registration and demographic/insurance data collection • Verifying insurance benefits and obtaining authorizations • Explaining coverage, co-pays, deductibles, and financial responsibilities with compassion and clarity • Collecting required documentation and completing accurate system entries • Providing exceptional customer service in a fast-paced, patient-focused environment 🌟 Why Winnie Palmer? • Nearly 14,000 babies welcomed each year • One of the largest NICUs in the country (142 beds) • National recognition for excellence in neonatology and women’s health • A collaborative culture built on compassion, respect, and innovation 📍 Location: Orlando, Florida (Downtown Campus) 🕒 Shift: Full-Time, Day Shift 🎓 Education: High School Diploma or equivalent 💼 Experience: 2+ years in customer service, financial, or business office setting If you’re detail-oriented, compassionate, and ready to support families during some of their most important moments—this is your opportunity to join one of the most respected hospitals in the nation. 💙 Be part of something meaningful. Be part of Winnie Palmer. Responsibilities Essential Functions • Understands the importance Orlando Health places on providing exemplary customer service and performs job functions in a manner that helps meet the department customer service goals. • Demonstrates a positive and professional approach and communicates effectively with customers and team members at all times. • Efficiently and accurately gathers and inputs patient/guarantor demographic and financial information • Contacts Primary Care or Admitting Physician to obtain authorizations, diagnosis, and procedure detail as necessary. • Explains necessary forms and obtains signatures from patient/guarantor. • Contacts appropriate payers, verifying benefits and obtaining necessary authorizations. • Explains insurance benefits and collects co-pays, deductibles and self-pay portions due. • Collects for related professional care when appropriate. • Documents authorization and benefit information in registration system. • Assembles patient record and obtains copies of relevant documents including insurance cards, photo identification cards and any advance directives. • Demonstrates a basic knowledge of third party reimbursement requirements and regulations. • Exhibits competency in the use of all registration systems, electronic verification tools and Web based resources. • Follows Patient Financial Services self-pay policies including completion of Guarantor Financial Statement Application, explanation of payment options and collections of monies due. • Follows Patient Financial Services policies related to cash handling. • Performs basic individual cashiering functions. • Collects and inventories patient valuables following policy guidelines. • Maintains basic understanding of the medical necessity screening process and appropriate systems. • Performs appropriate pre-registration functions including calling physician offices, insurance payers and the patient/guarantor, as necessary. • Maintains departmental logs for statistical reporting. • Consistently meets Quality Assurance standards set by Patient Access and the department. • Meets departmental goals regarding collections, productivity and customer service. • Maintains flexibility in work schedule availability that allows department to change/modify work schedule to meet departmental needs. • Meets federal, state and hospital requirements related to compliance issues. • Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards. • Maintains compliance with all Orlando Health policies and procedures. Other Related Functions • Attends and participates in department staff meetings and attends other meetings as assigned. • Responsible for reviewing and adhering to all Patient Financial Services and departmental education initiatives. • Meets all corporate and Patient Financial Services annual recertification and education requirements. • Assists his/her manager in planning and organizing department activities Qualifications Education • High School or equivalent. • Must complete Patient Financial Services Orientation program and annual educational requirements. Licensure/Certification None. Experience • Two (2) years’ experience in a financial, business office, or customer service environment required. • Proficient in Windows Microsoft Office-based products (Word, Excel, PowerPoint). • Typing proficiency. • One (1) year PC/Windows experience Essential Functions • Understands the importance Orlando Health places on providing exemplary customer service and performs job functions in a manner that helps meet the department customer service goals. • Demonstrates a positive and professional approach and communicates effectively with customers and team members at all times. • Efficiently and accurately gathers and inputs patient/guarantor demographic and financial information • Contacts Primary Care or Admitting Physician to obtain authorizations, diagnosis, and procedure detail as necessary. • Explains necessary forms and obtains signatures from patient/guarantor. • Contacts appropriate payers, verifying benefits and obtaining necessary authorizations. • Explains insurance benefits and collects co-pays, deductibles and self-pay portions due. • Collects for related professional care when appropriate. • Documents authorization and benefit information in registration system. • Assembles patient record and obtains copies of relevant documents including insurance cards, photo identification cards and any advance directives. • Demonstrates a basic knowledge of third party reimbursement requirements and regulations. • Exhibits competency in the use of all registration systems, electronic verification tools and Web based resources. • Follows Patient Financial Services self-pay policies including completion of Guarantor Financial Statement Application, explanation of payment options and collections of monies due. • Follows Patient Financial Services policies related to cash handling. • Performs basic individual cashiering functions. • Collects and inventories patient valuables following policy guidelines. • Maintains basic understanding of the medical necessity screening process and appropriate systems. • Performs appropriate pre-registration functions including calling physician offices, insurance payers and the patient/guarantor, as necessary. • Maintains departmental logs for statistical reporting. • Consistently meets Quality Assurance standards set by Patient Access and the department. • Meets departmental goals regarding collections, productivity and customer service. • Maintains flexibility in work schedule availability that allows department to change/modify work schedule to meet departmental needs. • Meets federal, state and hospital requirements related to compliance issues. • Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards. • Maintains compliance with all Orlando Health policies and procedures. Other Related Functions • Attends and participates in department staff meetings and attends other meetings as assigned. • Responsible for reviewing and adhering to all Patient Financial Services and departmental education initiatives. • Meets all corporate and Patient Financial Services annual recertification and education requirements. • Assists his/her manager in planning and organizing department activities Education • High School or equivalent. • Must complete Patient Financial Services Orientation program and annual educational requirements. Licensure/Certification None. Experience • Two (2) years’ experience in a financial, business office, or customer service environment required. • Proficient in Windows Microsoft Office-based products (Word, Excel, PowerPoint). • Typing proficiency. • One (1) year PC/Windows experience