Financial Counselor - Mount Kisco, NY
Company: Optum
Location: Mount Kisco
Posted on: June 2, 2025
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Job Description:
Optum NY, (formerly Optum Tri-State NY) is seeking a Financial
Counselor to join our team in Mount Kisco, NY. Optum is a
clinician-led care organization that is changing the way clinicians
work and live.
As a member of the Optum Care Delivery team, you'll be an integral
part of our vision to make healthcare better for everyone.
At Optum, you'll have the clinical resources, data and support of a
global organization behind you so you can help your patients live
healthier lives. Here, you'll work alongside talented peers in a
collaborative environment that is guided by diversity and inclusion
while driving towards the Quadruple Aim. We believe you deserve an
exceptional career, and will empower you to live your best life at
work and at home. Experience the fulfillment of advancing the
health of your community with the excitement of contributing new
practice ideas and initiatives that could help improve care for
millions of patients across the country. Because together, we have
the power to make health care better for everyone. Join us and
discover how rewarding medicine can be while Caring. Connecting.
Growing together.
The Financial Counselor provides guidance to patients that have
outstanding balances. A Financial Counselor handles many faucets
such as Charge Entry, Customer Service, Follow-Up with both Patient
and Insurance Inquiries; Payments and Refunds; Payment Plans;
Financial Hardships and Collections. Representatives are placed in
many locations within the practice offering help to patients in a
face-to-face setting. Special Projects and Reports are also handled
by this team.
This position is full-time (40 hours/week) Monday - Friday.
Employees are required to have flexibility to work any of our
8-hour shift schedules during our normal business hours of 8am -
5pm EST. It may be necessary, given the business need, to work
occasional overtime. Our office is located at 90 and 110 South B.
Mount Kisco, NY.
We offer 4 weeks of on-the-job training. The hours of training will
be during our normal business hours/needs.
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Primary Responsibilities:
Understands and implements the collection process for accounts
which are in arrears; reviews account balances, identifies and
takes action on accounts following established procedures
Contacts patients regarding overdue balances via telephone or
letter; explains financial obligations and works to arrange timely
payment; makes time payment agreements with patients as indicated
and monitors those agreements routinely; explains -consequences of
non-payment
Maintains appropriate documentation of all collection activities
pertaining to patient accounts, correspondence and insurance
reimbursement
Handle patient complaint and escalate unresolved patient complaints
to Team Lead
Receives payments from patients
Prepares requests for refunds of overpayment by supplying all
necessary documentation in writing
Reviews all upcoming patient appointments regarding back balances.
Resolves any errors prior to patient appointment if necessary (this
could include phone call in advance or flagging patient account to
discuss upon patient arrival)
When necessary, telephones insurance companies for status of unpaid
claims for account resolution
Assists patients who need explanation of their accounts; works with
patients to arrive at mutually suitable payment arrangements
Confirm eligibility and coverage conditions on patient insurance
when indicated
Attends staff meetings
Performs other tasks as required for the effective and efficient
functioning of the Practice when directed to do so by Supervisory
and Managerial personnel
Provides outstanding customer service to all patients
May be required to travel to different locations to assist in
coverage as needed
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Optum NY/NJ was formed in 2022 by bringing together Riverside
Medical Group, CareMount Medical and ProHealth Care. The regional
alignment combines resources and services across the care continuum
- from preventative medicine to diagnostics to treatment and beyond
across New York, New Jersey, and Southern Connecticut. As a Patient
Centered Medical Home, Optum NY/NJ can provide patient-focused
medical care to the entire family. You will find our team working
in local clinics, surgery centers and urgent care centers, within
care models focused on managing risk, higher quality outcomes and
driving change through collaboration and innovation. Together,
we're making health care work better for everyone. -
You'll be rewarded and recognized for your performance in an
environment that will challenge you and give you clear direction on
what it takes to succeed in your role as well as provide
development for other roles you may be interested in.Required
Qualifications:
High School Diploma / GED or equivalent work experience
Must be 18 years of age or older
1+ year of healthcare customer experience
Experience with Microsoft Word (create correspondence and work
within templates), Microsoft Excel (data entry, sort / filter, and
work within tables) and Microsoft Outlook (email and calendar
management)
Ability to work onsite at 110 South B Mount Kisco, NY
Ability to work full-time (40 hours/week) Monday - Friday.
Employees are required to have flexibility to work any of our
8-hour shift schedules during our normal business hours of 8am -
5pm EST. It may be necessary, given the business need, to work
occasional overtime
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Preferred Qualifications:
Healthcare and/or insurance billing or processing experience
Call Center experience
Revenue cycle experience
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The hourly range for this role is $16.88 to $33.22 per hour based
on full-time employment. Pay is based on several factors including
but not limited to local labor markets, education, work experience,
certifications, etc. UnitedHealth Group complies with all minimum
wage laws as applicable. In addition to your salary, UnitedHealth
Group offers benefits such as a comprehensive benefits package,
incentive and recognition programs, equity stock purchase and 401k
contribution (all benefits are subject to eligibility
requirements). No matter where or when you begin a career with
UnitedHealth Group, you'll find a far-reaching choice of benefits
and incentives.
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At UnitedHealth Group, our mission is to help people live healthier
lives and make the health system work better for everyone. We
believe everyone-of every race, gender, sexuality, age, location,
and income-deserves the opportunity to live their healthiest life.
Today, however, there are still far too many barriers to good
health which are disproportionately experienced by people of color,
historically marginalized groups, and those with lower incomes. We
are committed to mitigating our impact on the environment and
enabling and delivering equitable care that addresses health
disparities and improves health outcomes - an enterprise priority
reflected in our mission.
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OptumCare is an Equal Employment Opportunity employer under
applicable law and qualified applicants will receive consideration
for employment without regard to race, national origin, religion,
age, color, sex, sexual orientation, gender identity, disability,
or protected veteran status, or any other characteristic protected
by local, state, or federal laws, rules, or regulations.
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OptumCare is a drug - free workplace. Candidates are required to
pass a drug test before beginning employment.
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#RPO #RED #RPOLinkedIn
Keywords: Optum, Westport , Financial Counselor - Mount Kisco, NY, Accounting, Auditing , Mount Kisco, Connecticut
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