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Mayo Clinic Financial Counselor in Phoenix, Arizona









Position description

The Financial Counselor position is in a fast paced call center, answering incoming calls from our patients, insurance companies and other third party callers. This position takes an average of 50 calls a day with varying complexity. These calls include:

  • Provide a courteous and customer focused experience

  • Resolution of billing concerns

  • Collection of self pay balances including

  • Negotiating payment plans

  • Financial assistance review

  • Adjustment posting

  • Proactive outbound calls to patients for the purpose of collections and account resolution

  • Assisting with account questions

  • Balance inquiry

  • Coding inquiries

  • Patient online portal

  • Charge and payment documents

  • Financial Assistance

  • Calling third parties for account resolution

  • Update insurance information

May also be responsible for assisting patients with ad-hoc financial issues as needed prior to, during and following their treatment at Mayo Clinic. This role requires adherence to quality assurance guidelines as well as established productivity standards to support the work unit’s performance expectations.

Schedules for this position includes a designated lunch and break based on daily business needs.

Staff are measured and held to quality and production standards including but not limited to

  • Collections

  • Customer service

  • Account handling

The Financial Counselor is also responsible for promptly assisting patients with their financial clearance prior to, during, or after their treatment period. This position is responsible for obtaining and updating insurance, financial, and demographic information within the Epic environment. Courteously and professionally helps patients and/or their families understand and assist with options to cover their financial obligations including but not limited to: co-pays, deductibles, and co-insurance. In addition, the counselors may assist patients with Medicaid, Third Party eligibility and Charity Care applications and processing. Responsible for establishing payment plans and collecting true self-pay and self-pay residual balances as necessary. Responsible for assisting patients with ad-hoc financial issues as needed prior to, during and following their treatment at Mayo Clinic. This role requires adherence to quality assurance guidelines as well as established productivity standards to support the work unit’s performance expectations.


High School Diploma or GED required. Two or more years of relevant experience required OR Bachelor’s degree required. Ability to read and communicate effectively. Basic computer/keyboarding skills, intermediate mathematic competency. Good written and verbal communication skills. Knowledge of proper phone etiquette and phone handling skills.

Additional qualifications

Position requires multiple years of experience in a health care setting involving customer service to become knowledgeable in practices involved in patient financial counseling and/or coordination of services related to insurance verification. Basic knowledge of self-pay collections, medical terminology, ICD10 knowledge, and a functional understanding of insurance is preferred. Requires excellent verbal communication skills, and the ability to work in a complex environment with varying points of view. Must be comfortable with ambiguity, exhibit good decision making and judgment capabilities, attention to detail. Incumbent must be self-motivated, self-directed and highly organized who will promote a productive, collegial workplace and be a professional ambassador for Mayo Clinic. Ability to prioritize work and handle a variety of tasks simultaneously is necessary in this position. Belief in the mission and strong ethical conduct is essential. Must possess excellent interpersonal skills and have the ability to interact on a professional level with individuals from diverse backgrounds. Knowledge of and experience using an Epic RC/EMR system is preferred.

Exemption status


Compensation Detail

Education, experience and tenure may be considered along with internal equity when job offers are extended.

Benefits eligible



Full Time

Hours / Pay period


Schedule details

8:00am-5:00pm Arizona time.

Hours during training may vary from those listed.

Hours during outbound collections may vary from those listed.

Position will sit on campus until training is complete and will be eligible for telework following training. This could take up to 5 months.

Weekend schedule

Overtime worked based on business need.

Site description

Mayo Clinic's campuses in Arizona are located in Phoenix and Scottsdale, in the beautiful Sonoran Desert. The region is known as the Valley of the Sun, a metropolitan area with more than 4 million residents in 25 cities and towns.

With Phoenix being the sixth largest city in the nation, this sunny "desert metropolis" offers the amenities of a big city in the midst of a strikingly beautiful, rugged, southwest landscape.

Scottsdale frequently earns praise as a highly desirable place to live. The city's more than 200,000 residents enjoy a vibrant mix of culinary hot spots, arts and entertainment, professional and collegiate sports teams, and community resources. The region's desert climate promotes an outdoor lifestyle with a full complement of sports and recreation.


Administration, Business, Finance, Office & Administrative Support

Career profile


Job posting number



Christin Miley

Equal opportunity

As an Affirmative Action and Equal Opportunity Employer Mayo Clinic is committed to creating an inclusive environment that values the diversity of its employees and does not discriminate against any employee or candidate. Women, minorities, veterans, people from the LGBTQ communities and people with disabilities are strongly encouraged to apply to join our teams. Reasonable accommodations to access job openings or to apply for a job are available.