About the Role:
Insight Global is seeking an experienced Patient Financial Counselor to support an innovative Healthcare AI client focused on improving patient financial guidance through artificial intelligence. This role is ideal for professionals with a strong background in patient financial counseling, Medicaid assistance, financial advocacy, and healthcare revenue cycle operations who are interested in applying their expertise in a highly analytical environment.
Working alongside product and go-to-market teams, you will evaluate AI-generated financial counseling recommendations, identify opportunities for improvement, and help shape the future of AI-powered patient financial support. This position requires deep knowledge of insurance benefits, cost estimation, Medicaid eligibility, charity care programs, hardship assistance, and patient financial workflows.
This is a 3-month contract position. Laptop and equipment will be provided.
Responsibilities
- Review patient accounts and AI-generated financial counseling recommendations related to:
- Insurance benefit interpretation
- Cost estimation
- Financial assistance eligibility
- Charity care programs
- Payment plans
- Medicaid assistance and enrollment workflows
- Evaluate the accuracy and reasoning behind AI-generated recommendations and patient financial guidance.
- Analyze out-of-pocket cost estimates and determine whether recommendations align with industry best practices.
- Assess patient eligibility for charity care, financial assistance, hardship waivers, and other support programs.
- Identify situations where AI recommendations differ from what an experienced financial counselor would recommend and clearly explain the rationale.
- Provide subject matter expertise on Medicaid eligibility, financial assistance resources, and patient advocacy programs.
- Help define and document effective financial counseling decision-making processes for AI model improvement.
- Advise product teams on how experienced counselors:
- Navigate incomplete or conflicting insurance information
- Determine appropriate financial assistance pathways
- Recognize indicators of financial hardship
- Communicate complex financial information with empathy and accuracy
- Review presentations, workflows, and product materials and provide recommendations from a patient financial counseling perspective.
- Partner with product, operations, and go-to-market teams to improve AI-driven patient financial experiences.
Required Qualifications
- 5+ years of experience in patient financial counseling, financial advocacy, patient access, or revenue cycle operations within a hospital system or large multi-specialty practice.
- Experience using cost estimation tools and navigating financial counseling workflows.
- Strong knowledge of insurance benefits, coverage verification, patient responsibility calculations, and authorization processes.
- Experience assisting patients with Medicaid enrollment processes and eligibility requirements.
- Familiarity with charity care programs, financial assistance resources, hardship waivers, and payment plan structures.
- Strong understanding of patient financial workflows and the ability to clearly explain financial counseling decisions and recommendations.
- Experience supporting Medicaid enrollment initiatives and/or hardship assistance programs.
Preferred Qualifications
- HFMA certification (CRCR preferred).
- Experience working in centralized revenue cycle departments or high-volume patient financial counseling environments.
- Background supporting underserved or financially vulnerable patient populations.
- Experience collaborating with Medicaid offices, community organizations, charities, or financial assistance programs.
- Comfort working in a technology-driven, AI-supported healthcare environment.
- Experience evaluating workflows, business processes, or operational decision-making practices.