Financial Counselor

Position: Financial Counselor

Date Posted: September 2, 2025

Industry: Healthcare / Mental Health / Insurance

Employment Type: Full Time

Experience: Minimum 2 years in financial counseling, medical billing, or insurance verification

Qualification: Not Specified

Salary: $56K – $67K

Location: United States | REMOTE

Company: Equip

Description:
Equip is seeking a dedicated Financial Counselor to support patients and their families in navigating insurance coverage, billing, and payment plans. This role acts as the primary point of contact for patient financial responsibilities, ensuring seamless communication between patients, care teams, and insurance providers. Financial Counselors also assist in resolving billing issues to prevent financial barriers to ongoing treatment, contributing to an outstanding patient experience.

Key Responsibilities

• Respond to patient billing inquiries within 24 hours
• Assist patients in understanding their insurance benefits and coverage
• Set up and track payment plans for patients
• Achieve weekly, monthly, and quarterly department goals
• Represent Equip professionally and maintain a positive attitude
• Adhere to all HIPAA and Privacy Act regulations
• Perform additional duties as assigned

Desired Behaviors and Skills

• Team Player: Keeps colleagues informed to reduce friction and complete tasks efficiently
• Intellectual Curiosity: Eager to learn, adaptable to change and new initiatives
• Flexibility and Resilience: Thrives in a dynamic and fast-paced virtual environment
• Ownership and Accountability: Consistently follows through on daily responsibilities
• Passion for Customer Service: Committed to mental health care and excellent patient service
• Communication: Strong verbal and written skills; collaborates effectively across teams
• Organization and Time Management: Prioritizes tasks and meets deadlines consistently

Qualifications

• Minimum of 2 years of experience in financial counseling, medical billing, or insurance verification
• Strong billing knowledge and expertise
• Understanding of HIPAA policies and procedures
• Comfort with digital technology and cloud-based software platforms (Slack, G-suite, Zoom, EMR, billing systems)

Benefits

Time Off

• Flexible PTO policy (3-5 weeks/year recommended) + 11 paid company holidays

Medical Benefits

• Competitive Medical, Dental, Vision, Life, and AD&D insurance with significant company coverage
• Maven reproductive and family care benefits
• Employee Assistance Program (EAP) for mental health, legal, and financial support

Other Benefits

• $50/month stipend for home internet
• One-time work from home stipend up to $500
• Remote work with no travel requirements

Compensation

• $56K – $67K annually with bonus eligibility

Equip is committed to Diversity, Equity, Inclusion, and Belonging (DEIB), ensuring access to care for all patients and fostering a diverse, inclusive workplace. Equip provides equal employment opportunities regardless of race, gender, sexuality, ability, or other legally protected characteristics.

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