Account Assistant 4, Pre-Estimations
Yale University, New Haven, CT, United States
Overview
Under the general direction of the Yale Medicine Pre-Estimation Manager, the Financial Counselor plays a critical role in supporting patients through the financial aspects of their care journey. This position is primarily responsible for proactively engaging with patients to determine their financial responsibility and provide clear, personalized estimates of the anticipated costs for medical services prior to those services being rendered.
The Financial Counselor initiates direct communication with patients, via phone, secure messaging, or in-person consultations to explain insurance coverage, out-of-pocket obligations, and available payment options. They ensure patients understand the estimate by addressing questions, clarifying billing components, and offering empathetic guidance tailored to each patient’s financial situation.
In addition to providing estimates, the Financial Counselor is responsible for securing payment or establishing payment arrangements prior to service delivery. This includes discussing financial assistance programs, facilitating pre-service collections, and coordinating with clinical and administrative teams to ensure a seamless patient experience. Throughout the process, the Financial Counselor maintains a compassionate and professional demeanor, recognizing the stress financial uncertainty can bring and striving to empower patients with transparency and support.
Required Skills and Abilities
Superior oral and written communication skills. Independent decision-making.
Knowledge and thorough understanding of insurance benefits and ability to interpret and discuss deductibles and co-insurances with patients. Excellent customer service skills and work well as a team player.
Excellent attendance and reliability. Highly energetic and motivated with the ability to work under pressure and handle and maintain a high volume of accounts.
Ability to maintain a high degree of tact, diplomacy and understanding in dealing with patients and maintain a high level of confidentiality in discussing personal and financial matters.
Excellent organizational skills.
Preferred Skills and Abilities At least two years medical billing and customer service experience. Working knowledge of medical insurance authorizations and referrals preferred. Working knowledge of ICD-10 and CPT codes. EPIC experience. Understanding of Credit Balance process in EPIC. Working knowledge of Microsoft Office. Spanish speaking preferred.
Principal Responsibilities
Serve as a principal source of information on rules and procedures governing University accounts receivable.
Oversee and instruct support staff.
Oversee maintenance of account files, ensuring accuracy and completeness.
Review payment histories.
Resolve problem and delinquent accounts with supervisor and collection agency.
Assist with final review and disposition of problem accounts.
Recommend and implement changes to systems and operating procedures.
Compose form letters and correspondence used in accounts receivable activities.
Research individual accounts.
Summarize findings in reports.
Complete and process forms.
Perform clerical functions incidental to account activity.
Required Education and Experience Four years of related work experience, two of them in the same job family at the next lower level, and high school level education; or two years of related work experience and an Associate's degree, or an equivalent combination of experience and education.
EEO Statement The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual's sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.
Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).
Yale University is a tobacco‑free campus.
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The Financial Counselor initiates direct communication with patients, via phone, secure messaging, or in-person consultations to explain insurance coverage, out-of-pocket obligations, and available payment options. They ensure patients understand the estimate by addressing questions, clarifying billing components, and offering empathetic guidance tailored to each patient’s financial situation.
In addition to providing estimates, the Financial Counselor is responsible for securing payment or establishing payment arrangements prior to service delivery. This includes discussing financial assistance programs, facilitating pre-service collections, and coordinating with clinical and administrative teams to ensure a seamless patient experience. Throughout the process, the Financial Counselor maintains a compassionate and professional demeanor, recognizing the stress financial uncertainty can bring and striving to empower patients with transparency and support.
Required Skills and Abilities
Superior oral and written communication skills. Independent decision-making.
Knowledge and thorough understanding of insurance benefits and ability to interpret and discuss deductibles and co-insurances with patients. Excellent customer service skills and work well as a team player.
Excellent attendance and reliability. Highly energetic and motivated with the ability to work under pressure and handle and maintain a high volume of accounts.
Ability to maintain a high degree of tact, diplomacy and understanding in dealing with patients and maintain a high level of confidentiality in discussing personal and financial matters.
Excellent organizational skills.
Preferred Skills and Abilities At least two years medical billing and customer service experience. Working knowledge of medical insurance authorizations and referrals preferred. Working knowledge of ICD-10 and CPT codes. EPIC experience. Understanding of Credit Balance process in EPIC. Working knowledge of Microsoft Office. Spanish speaking preferred.
Principal Responsibilities
Serve as a principal source of information on rules and procedures governing University accounts receivable.
Oversee and instruct support staff.
Oversee maintenance of account files, ensuring accuracy and completeness.
Review payment histories.
Resolve problem and delinquent accounts with supervisor and collection agency.
Assist with final review and disposition of problem accounts.
Recommend and implement changes to systems and operating procedures.
Compose form letters and correspondence used in accounts receivable activities.
Research individual accounts.
Summarize findings in reports.
Complete and process forms.
Perform clerical functions incidental to account activity.
Required Education and Experience Four years of related work experience, two of them in the same job family at the next lower level, and high school level education; or two years of related work experience and an Associate's degree, or an equivalent combination of experience and education.
EEO Statement The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual's sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.
Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).
Yale University is a tobacco‑free campus.
#J-18808-Ljbffr