Financial Compliance Counselor

Job Overview:


The Financial Compliance Counselor is responsible for providing patients with a positive financial experience by helping patients navigate & understand insurance benefits and out-of-pocket responsibility. Creates complex financial estimates accurately and efficiently for patients shopping for healthcare services and for services scheduled at a TriHealth hospital facility, ambulatory site or provider offices; estimates can also include providers for which we do not bill for, adding to the challenge. Coordinating financial clearance with insurance companies, providers and patients in an inbound/outbound call center setting. Make outreach calls to provide education to patients on insurance benefits, financial responsibility and financial assistance options, with a special focus on Out of Network plans. Ensures compliance with guidelines set by government programs and TriHealth policies, such as the federal regulations Price Transparency and the No Surprises Act.


Job Requirements:


High School Degree or GED 

General Studies 

Ability to operate multiple computer applications 

Excellent verbal and written skills 

Effective problem solving and critical thinking skills Customer service experience 

3-4 years customer service experience 

1-2 years of Clerical, Healthcare, Finance, and/or insurance industry


Job Responsibilities:


Other Job-Related Information:


Working Conditions:


Climbing - Rarely 

Concentrating - Consistently 

Continous Learning - Frequently 

Hearing: Conversation - Consistently 

Interpersonal Communication - Frequently 

Lifting <10 Lbs - Occasionally 

Lifting 11-50 Lbs - Rarely 

Pulling - Occasionally 

Reaching - Occasionally 

Reading - Consistently 

Sitting - Consistently 

Standing - Occasionally 

Thinking/Reasoning - Frequently 

Use of Hands - Consistently 

Color Vision - Consistently 

Walking - Occasionally


TriHealth SERVE Standards and ALWAYS Behaviors

At TriHealth, we believe there is no responsibility more important than to SERVE our patients, our communities, and our fellow team members. To achieve our vision and mission, ALL TriHealth team members are expected to demonstrate and live the following: 


Serve: ALWAYS…

• Welcome everyone by making eye contact, greeting with a smile, and saying "hello"

• Acknowledge when patients/guests are lost and escort them to their destination or find someone who can assist

• Refrain from using cell phones for personal reasons in public spaces or patient care areas

Excel: ALWAYS…

• Recognize and take personal responsibility to address and recover from service breakdowns when a customer's expectations have not been met

• Offer patients and guests priority when waiting (lines, elevators)

• Work on improving quality, safety, and service 

Respect: ALWAYS…

• Respect cultural and spiritual differences and honor individual preferences.

• Respect everyone’s opinion and contribution, regardless of title/role.

• Speak positively about my team members and other departments in front of patients and guests.

Value: ALWAYS…

• Value the time of others by striving to be on time, prepared and actively participating.

• Pick up trash, ensuring the physical environment is clean and safe.

• Be a good steward of our resources, using supplies and equipment efficiently and effectively, and will look for ways to avoid waste.

Engage: ALWAYS…

• Acknowledge wins and frequently thank team members and others for contributions.

• Show courtesy and compassion with customers, team members and the community