The Senior Financial Counselor is an individual contributor reporting to the Senior Director, Operations. This role serves as InStride Health’s internal subject matter expert on patient cost share, insurance benefit interpretation, and billing expectations, with a focus on enabli...

This role serves as a crucial link in the revenue cycle, focusing on collecting balances from self-pay patients through direct conversations and setting up payment plans. Responsibilities include managing daily appointments for open balances, explaining patient benefits, and assisting the front desk with check-out procedures.

This role involves coordinating care for individual clients by using assessment, care planning, implementation, monitoring, and evaluation to achieve cost-effective and quality outcomes, often focusing on members with intensive behavioral health needs. Responsibilities include conducting in-depth needs assessments, developing comprehensive care plans, acting as a point of contact, and collaborating with interdisciplinary teams to address physical, mental, and social needs.

The consultant serves as the primary advisor for clients, offering expert guidance on plan design, investment selection, and fiduciary duties while conducting comprehensive plan reviews and ensuring regulatory adherence. This role also involves achieving new revenue objectives through consultative sales to both new and existing clients, including prospecting and presenting to executives.