Top 32 Financial consultant Jobs in Monroe, La

Patient Financial Advisor
Franciscan Missionaries of Our Lady Health System —Monroe, LA
- Day shift
- Hospital
- Mid-level
- Office
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
4d
Regional Vice President of Sales (Southeast)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Great Lakes)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance

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Wealth Management Client Associate
Bank of America —Monroe, LA
Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained…
5d
Finance Analyst - Global Business Services
Graphic Packaging International, Inc. —West Monroe, LA
Build and continuously strengthen technical skills in data analysis and reporting tools (e.g., Excel, BI tools, financial systems). SAP experience is a plus.
$60,100 - $80,100 a year
5d

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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
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Patient Financial Advisor

Franciscan Missionaries of Our Lady Health System -
Monroe, LA

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Job Details

Qualifications

Employee relationship building
Bachelor's degree

Full Job Description

A patient financial advisor at a hospital assists patients in understanding their medical bills, insurance coverage, and payment options. They provide guidance on financial assistance programs and help patients navigate billing processes to ensure clarity and reduce stress. The advisor also works collaboratively with hospital staff to address patient concerns and promote overall satisfaction.

Job Standards and Performance Expectations

Customer Service
- Educates, screens, and assists patients who do not have valid insurance coverage to enroll in third-party eligibility programs. Interviews qualified patients for potential funding sources, which may include Medicaid, financial assistance programs (FAP), and/or alternative funding sources. Performs all associated functions timely and accurately.
- Educates patient during interview on applicable policies such as point-of-service collection, payment options, and financial assistance. Performs follow up with patient and the Division of Medicaid to ensure appropriate completion of applications and submission of all required documentation. Stays informed on applicable statues, regulations, and Office of Compliance policies that affect assigned tasks.
- Submits Medicaid applications timely and accurately.
- Meets with patients who present as self-pay to obtain valid insurance coverage, if applicable, and/or review prior account information to obtain insurance coverage. Notifies departments of information and updates patient accounts.
- Consistently interacts with sensitivity to patients/their families and is responsive to individual needs. Exhibits excellent customer service and communications skills, with the ability to effectively calm patients and be able to deal with distressed and/or agitated patients and their families.
- Serves as billing office customer service support in assisting patients/guarantors and employees with billing inquiries; to include payer benefits, EOB review, collections and establishing payment plans in-house or vendor referral.
- Serves as support to patients and their family members to assure customers have access to all available funding.

Critical Thinking
- Analyzes patient financial condition based on interview and inputs into financial counseling system. Documents all calls, correspondence, and related activities to each patient's account in the correct place using appropriate tools and language. Updates patient accounting information systems.
- Responsible for calculating patient out-of-pocket amounts due and collecting on those amounts for unscheduled inpatient and observation admits having insurance coverage. Utilizes effective critical thinking skills and professional approach when handling these collections situations.
- Maintain complete records of all patients applying for indigent or financial assistance to include the application, proof of income, the acceptance/denial letter, and any other applicable documentation.
- Verifies and assures all accounts are ready for routing for approval for charity or billing with adequate supporting documentation within the established time frames.
- Demonstrates ability to work independently, be attentive to detail, and ensure work is completed timely and accurately. Works in self-directed manner and requires minimal supervision.
- Demonstrates ability to manage multiple and simultaneous responsibilities and to prioritize duties/tasks.
- Identifies trends that may indicate problem areas and alerts Supervisor/Manager/Director of such. Plays key role in initiating solutions.

Interpersonal Relations
- Work closely with Case Management (UR) on a daily basis in regard to notification of active Medicaid coverage, authorizations, and changes to Healthy Louisiana Plans; obtains needed authorization and forwards to Utilization Management when received.
- Maintains daily contact with Utilization Management, Business Office, patient Registration, Medical Records, Ancillary departments, various third-party agencies, HMO/PPOs, patients, patient families, physician offices and other outside entities.
- Actively participates in and encourages other to utilize creative and innovative approaches to accomplish tasks.

Other Duties as Assigned
- Performs other duties as assigned.

Education: Bachelor's Degree

Experience: 1 year of experience in financial services, insurance, or billing/patient accounts

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Refine Your Search

financial consultant jobs in monroe, la

Patient Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Financial Coach

Retirement Planner

Regional Vice President of Sales (Southeast)

Regional Vice President of Sales (Great Lakes)

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