Financial Counselor - Mount Kisco, NY

Company: Optum
Location: Mount Kisco
Posted on: July 10, 2025

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