Client Financial Counselor

Overview

Josselyn, a nonprofit community mental health center, has been serving people since 1951. Josselyn is known for its outpatient therapy, psychiatry, case management, employment support and intensive programs for youth with 6 locations in northern Cook and Lake County. The organization serves more than 7,500 people annually and was honored in June 2025 by being named to Crain’s Chicago Business Fast 50 list for the second consecutive year.

The Client Financial Counselor provides clients with guidance and support understanding and resolving their healthcare bills by explaining insurance benefits, out of pocket expenses, and setting up payment plans of their outstanding balance.

Monday - Friday, 8:30 AM - 4:30 PM

Hybrid after 90 days requiring in office presence on Tuesday and Thursday

• Verify benefits for new and existing clients as needed.
• Educate new clients regarding insurance benefits and financial responsibility.
• Create materials (FAQs, internet verbiage, etc) to inform and educate clients.
• Engage with new clients regarding insurance benefits and financial responsibility.
• Initiate acknowledgement letter for client to sign off on benefits and financial out of pocket expense/visit.
• Produce and review client balance statements.
• Assist in collection of outstanding balances.
• Engage with clients in person and/or via telephone regarding outstanding balances.
• Field telephone calls from clients to provide explanation of outstanding balances.
• Schedule calls/appointments with clients to discuss as necessary.
• Coordinate the collection of client payments across all locations, working in collaboration with the Client Access Coordinators.
• Educate clients about payment method options.
• Present payment options and/or create payment plans; secure client signature to plan.
• Negotiate and strategize client payment arrangements.
• Maintain accurate records and generate reports that enable adherence to KPIs.
• Update client accounts and balances appropriately.
• Monthly co-payments analysis.
• Report high balance accounts regularly to manager and Finance leadership.

• High school diploma or equivalent and at least three years of experience with insurance procedures and client interaction in a medical business office setting.
• Must possess adequate math and computer skills using MS Excel.
• Previous financial counseling experience preferred.
• Previous benefits verification experience preferred.
• Minimum three years of experience with insurance procedures and client interaction in a medical business office setting.