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Job Details

Financial Counselor

  2025-11-08     Insight Global     Aliso Viejo,CA  
Description:

Financial Counselor / TAR Coordinator

Schedule: M-F 8:30am-5pm OR Training for first 2 weeks will be M-F 830-5pm or 8-430pm.

**After 2 weeks this role will be Sunday-Thursday 10am-6:30pm

Duration: 6 month Contract to Hire


Must Haves:

  • 1-2+ years of experience within a medical facility, doctors office, or medical business office.
  • Experience with intake and treatment authorization requests (TAR) and financial counseling
  • Experience working with insurance verifications, collections, financial counseling, and HIIPA knowledge.
  • Proficient in Microsoft Office.
  • High School Diploma.

Plusses:

  • Experience working within behavioral health
  • Experience using an EMR (electronic medical record) system
  • Bilingual English and Spanish
  • MediCare/MediCal knowledge
  • TAR Experience!!

Health Requirements:

  • COVID vaccine (first 3 doses)
  • Mandatory flu shot (October 1)
  • TB test and screening and mask fit test
  • CQRM team matches hospital requirements: Background check, drug screening, any additional/required health screenings not listed above

JOB DESCRIPTION:

The Financial Counselor/Treatment Authorization Request Coordinator Assistant participates in the admission process by responding to inquiries regarding the facility, insurance verification, financial counseling, patient admission, and data entry of all demographic information necessary to appropriately conclude the admission. This position will be a mix of financial counseling and intake with handling Treatment authorization request and supporting the TAR coordinator. This individual will be responsible for assessing patients and collecting financial information to guide them to the appropriate services. Admissions occur daily, with referrals coming from various ER departments across the region. As a result, patient volume can fluctuate, typically ranging from 5 to 20 cases per day. In addition to admissions support, this role involves assisting with general financial planning and conducting patient screenings for insurance eligibility. Not all patients will be on a self-pay plan, so familiarity with different coverage types will be important.


Compensation:

$25/hr to $30/hr.

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.


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