Financial Counselor - Mount Kisco, NY
Company: Optum
Location: Mount Kisco
Posted on: July 10, 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. 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 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 Preferred
Qualifications: - Healthcare and/or insurance billing or processing
experience - Call Center experience - Revenue cycle experience 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. 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. 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. OptumCare is a drug - free
workplace. Candidates are required to pass a drug test before
beginning employment. RPO RED RPOLinkedIn
Keywords: Optum, Hamden , Financial Counselor - Mount Kisco, NY, Administration, Clerical , Mount Kisco, Connecticut