About this role
Carolina Oncology Specialists has been providing compassionate, patient-centered care since 1983, delivering high-quality oncology and hematology services tailored to each individual's needs. Patients benefit from the convenience of receiving chemotherapy treatments in our clinics, along with expert diagnosis, treatment, and management of a wide range of blood disorders.
Why Join Us?
We are seeking talented, compassionate, and highly motivated individuals who are passionate about making a difference. At Carolina Oncology Specialists, you'll have the opportunity to support the meaningful work of community oncology while helping provide exceptional care and hope to the patients and families we serve. Join a team dedicated to clinical excellence, collaboration, and improving lives every day.
Job Description: Job Title: Financial Counselor Department: Revenue Cycle Management Location: Carolina Oncology Specialists Randolph Road Charlotte, NC Reports To: Precertification/Authorization Manager
Position Summary
The Financial Counselor is responsible for guiding patients through the financial aspects of their oncology care, including insurance coverage, out-of-pocket costs, and payment options. This role provides compassionate, patient-centered support while ensuring accurate financial counseling, timely collections, and compliance with regulatory and payer requirements.
Key Responsibilities
• Provide financial counseling to patients regarding insurance benefits, coverage limitations, and estimated out-of-pocket costs for oncology services
• Verify insurance eligibility and benefits, including Medicare, Medicaid, and commercial plans
• Educate patients on financial responsibility, available payment options, and organization policies
• Access and enroll eligible patients into available financial assistance programs cand foundation grants
• Manage and track claim submission to assistance programs for applicable services rendered
• Obtain necessary financial agreements and upfront payments according to organization policies
• Collaborate with clinical, scheduling, and billing teams to ensure timely and accurate financial clearance prior to services
• Serve as a liaison between patients, insurance companies, and external assistance organizations
• Monitor patient accounts for outstanding balances and follow up as appropriate
• Maintain accurate documentation of all financial discussions in the electronic health record (EHR) and/or practice management system
• Ensure compliance with federal, state, and organizational regulations related to billing and patient financial services
• Identify barriers to payment and escalate concerns or trends to leadership
Qualifications
Required:
• High school diploma or equivalent
• Minimum of 2–3 years of experience in healthcare financial counseling, medical billing, or revenue cycle operations
• Knowledge of insurance plans, including Medicare, Medicaid, and commercial payers
• Strong understanding of patient financial responsibility and collections processes
• Experience with EHR and practice management systems
• Excellent communication and customer service skills
Preferred:
• Experience in oncology or specialty healthcare setting
• Knowledge of financial assistance programs, co-pay cards, and foundations specific to oncology care
• Certification in healthcare financial services or revenue cycle (e.g., CHAA, CRCS, or similar)
Key Competencies
• Empathy and compassion when working with patients in sensitive situations
• Strong communication and interpersonal skills
• Attention to detail and accuracy
• Ability to manage multiple priorities in a fast-paced environment
• Problem-solving and critical thinking
• Patient-centered and service-oriented mindset
Working Conditions
• Primarily office-based or clinic environment
• Frequent interaction with patients, caregivers, and staff
• Regular use of computers, phones, and healthcare systems
Physical Requirements
• Ability to sit for extended periods
• Ability to use standard office equipment, including computers and telephones