Financial Counselor, Patient Access (Urgent)

Company: Optum
Location: Mukwonago
Posted on: November 4, 2025

Job Description:

Job Description $2,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS Explore opportunities with Optum, in strategic partnership with ProHealth Care. ProHealth Care is proud to be a leader in health care services, serving Waukesha County and the surrounding areas for more than a century. Explore opportunities across the full spectrum of care as you help us improve the well-being of the community with your skills, compassion and innovation. Be part of a collaborative environment that strives for excellence, nurtures respect and ensures high-quality care delivery to our patients. Join us in making an impact as an Optum Team Member supporting Pro Health Care and discover the meaning behind Caring. Connecting. Growing together. This position works with patients to resolve applicable financial concerns, including providing counseling on available financial assistance or healthcare coverage options, assessing payment sources, developing payment plans, and collecting patient payments. Our office is located at 240 Maple Ave, Mukwonago, WI 53149. We offer 4 - 6 weeks of paid training. The hours of the training will be based on the schedule or will be discussed on your first day of employment. Primary Responsibilities: - Screens appropriate patients for possible healthcare coverage or financial assistance opportunities to determine eligibility, coverage levels and billing requirements - Counsels' patients as to financial responsibility while assessing suitability for in-house programs of Free Care, Discounted Care, and Payment Plans. Ensures all accounts are screened for linkage opportunities and appropriate actions are completed - Performs a daily check of all qualifying inpatients and assesses/offers financial assistance prior to discharge - Functions as the liaison with various departments for determining financial options and financial counseling for scheduled procedures and price-shopping - Records and prepares statistics for the outreach of financial assistance programs offered - Maximizes revenue collections - Minimizes accounts receivable losses (bad debt) by use of workflows, technology, and tools provided - Maintains a safe environment, complying with NLH policies and procedures; reports and directly addresses environmental hazards and violations of patient safety policy and/or protocol when involved or observed - May perform other duties upon request 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 higher) - 2 years of previous customer service experience in a healthcare setting, accounting or related field - Intermediate level of proficiency with Microsoft Office Products - Ability to travel to other local sites as needed (25-30 mins travel time) - Ability to work Monday - Friday, 10:30am - 7:00pm - Ability to work 1 Saturday per month - Must be 18 years of age OR older Preferred Qualifications: - Associate's Degree in Healthcare Administration, Finance, Business, or a related field - 2 years of customer service experience in a hospital setting - Actively supports patient-centered care with respect for the diversity of human experience and demonstrates integrity with the handling of sensitive financial information - Verbal and written aptitude for adequate communication with the public, providers, physician office staff, registration staff and other healthcare professionals - Knowledge of medical terminology - Experience with electronic medical records system - Bilingual in English & Spanish Soft Skills: - Excellent customer service skills - Excellent written and verbal communication skills - Demonstrated ability to work in fast paced environments Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer 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 us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $17.74 to $31.63 per hour based on full-time employment. We comply with all minimum wage laws as applicable. 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. UnitedHealth Group 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. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. RPO RED

Keywords: Optum, Waukesha , Financial Counselor, Patient Access (Urgent), Healthcare , Mukwonago, Wisconsin