Patient Financial Services Specialist

The Position

Why Join Contra Costa Health?

The Financial Counselling unit is a call center within the Health Services Department. We receive calls from patients and clinical staff inquiring about medical coverage and eligibility. When fully staffed, we have a total of 4 Patient Financial Services Specialist also referred to as Financial Counselors. They are a very devoted and experienced group of individuals, responsible for handling 700 - 900 calls per week. Our unit also works closely with the Centralized Appointments unit to ensure patients have coverage and/or eligibility for Medi-Cal, Medicare, Basic Healthcare Coverage and other such programs before allowing a patient to schedule an appointment.

We are seeking to fill our vacant Patient Financial Services Specialist position to support the patient financial services team who is dedicated to servicing our patients with top-tier customer service and compassion.

We are looking for someone who:

• Has strong and effective verbal and written communication skills
• Is detail-oriented, organized, and efficient
• Dependable
• Customer-focused
• Promotes strong team collaboration and culture

What you will typically be responsible for:

• Primarily responsible for handling inbound calls from patients, clinical staff, and various agencies
• Interviewing patients to identify eligibility for Federal, State, and County medical coverages
• Utilizing multiple systems to verify existing insurance coverages to determine eligibility
• Creating and submitting appropriate referrals
• Contacting Medi-Cal and private insurance agencies to assist patients in obtaining status of pending coverage
• Following up on unpaid accounts upon receiving patient inquiries and sending out various correspondence letters
• Reviewing referrals for patients who require appointments but do not have insurance or are having issues with coverage
• Educating patients regarding available options to reimburse the County for health care services

A few reasons why you might love this job:

• You will have the opportunity to work with a collaborative team
• Your work will have a direct impact on the County’s ability to provide important public services
• You will work hands-on in a dynamic, ever-changing environment to improve health outcomes and empower local communities

A few challenges you might face in this job:

• Customer base may include strong personalities and/or high expectations
• Demands and needs of the program can change rapidly
• Work can be time-sensitive
• You will work in a highly regulated government environment

Competencies Required:

• Analyzing & Interpreting Data: Drawing meaning and conclusions from quantitative or qualitative data
• Critical Thinking: Analytically and logically evaluating information, propositions, and claims
• Legal & Regulatory Navigation: Understanding, interpreting, and ensuring compliance with laws and regulations
• Professional & Technical Expertise: Applying technical subject matter to the job
• Action & Results Focuses (Taking Initiative): Initiating tasks and focusing on accomplishment
• Adaptability: Responding positively to change and modifying behavior as the situation requires
• Attention to Detail: Focusing on the details of work content, work steps, and final work products
• Informing: Proactively obtaining and sharing information
• Listening: Fully comprehending spoken communication
• Customer Focus: Attending to the needs and expectations of customers
• Handling & Resolving Conflict: Managing interpersonally strained situations
• Involving Others (Engaging Teams): Engaging others for input, contribution, and shared responsibility for outcomes
• Teamwork: Collaborating with others to achieve shared goals
• Valuing Diversity: Appreciating the benefits of varied background and cultures in the workplace

To read the complete job description, please click here .

The eligible list established from this recruitment may be used to fill future openings for up to 6 months.

Minimum Qualifications

License Required: Possession of a valid California Motor Vehicle Operator's License and/or ability to provide suitable transportation as approved by the appointing authority may be required for some positions in this classification. Out of state Motor Vehicle Operator's License will be accepted during the application process.

Applicants are required to attach a copy of their license to their application.

Education: Possession of a high school diploma or G.E.D. equivalency, or a high school proficiency certificate.

Experience: Eighteen (18) months of full-time or its equivalent experience in public contact which involved processing financial or personal history documents and interpreting applicable laws, rules or regulations.

Desirable Qualifications:

• Experience using Microsoft Teams, Zoom, Excel and Office 365
• Experience working on multiple projects simultaneously
• Able to work collaboratively with internal and external stakeholder as well other Health Services Divisions and Departments

Selection Process

Application Filing and Evaluation: Applicants will be required to complete a supplemental questionnaire at the time of application. Applications will be evaluated to determine which candidates will move forward in the next phase of the recruitment process.

Remote Oral Interview: Candidates that clearly demonstrate that they possess the minimum qualifications will be invited to participate in a remote oral interview. The assessment is designed to measure candidates' competencies as they relate to the job. The oral interview will measure candidates' competencies as they relate to the job. These may include, but are not limited to: Attention to Detail, Valuing Diversity, Critical Thinking and Customer Focus (Weighted 100%). Candidates must achieve a passing score on each of the competencies to pass the overall assessment and be placed on the eligible list.

The assessments may be administered remotely using a computer or mobile device such as a tablet. You will need access to a reliable internet connection to take the assessment.

TENTATIVE EXAM DATES

Week of March 31 st , 2025

Remote Exam/Evaluation:

The Human Resources Department may change the examination steps noted above in accordance with the Personnel Management Regulations and accepted selection practices.

CONVICTION HISTORY

After you receive a conditional job offer, you will be fingerprinted, and your fingerprints will be sent to the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI). The resulting report of your conviction history (if any) will be used to determine whether the nature of your conviction conflicts with the specific duties and responsibilities of the job for which you have received a conditional job offer. If a conflict exists, you will be asked to present any evidence of rehabilitation that may mitigate the conflict, except when federal or state regulations bar employment in specific circumstances. Having a conviction history does not automatically preclude you from a job with Contra Costa County. If you accept a conditional job offer, the Human Resources department will contact you to schedule a fingerprinting appointment.

DISASTER SERVICE WORKER

All Contra Costa County employees are designated Disaster Service Workers through state and local law. Employment with the County requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.

EQUAL EMPLOYMENT OPPORTUNITY

It is the policy of Contra Costa County to consider all applicants for employment without regard to race, color, religion, sex, national origin, ethnicity, age, disability, sexual orientation, gender, gender identity, gender expression, marital status, ancestry, medical condition, genetic information, military or veteran status, or other protected category under the law.

To find more information on Benefits offered by Contra Costa County, please go to https://www.contracosta.ca.gov/1343/Employee-Benefits

Closing Date/Time: 3/19/2025 11:59 PM Pacific

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• Contra Costa County Human Resources Department

• 925-655-2100

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