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AI Summary

The Pre-Service Financial Counselor creates accurate price estimates for patients using the EPIC estimator and verifies insurance eligibility. They also counsel patients on financial obligations, collect payments, and coordinate with internal and external stakeholders to resolve billing issues.

Do you have experience with medical insurance?  Are you looking to help educate patients on their financial obligations?  UPMC is hiring a full-time Pre-Service Financial Counselor to assist the Patient Advocacy department.  The position would work Monday-Friday from 8:00am-4:30pm and is eligible to work from home.

The Pre-Service Financial Counselor is responsible for creating accurate estimates utilizing the EPIC estimator, contacting patients to financially counsel them on their estimates, offering the appropriate pre-pay discounting, and collecting patient responsibilities for pre-scheduled hospital-based services.

If you are enthusiastic about assisting patients and are up for the challenge, apply today!

Responsibilities:

  • Create timely and accurate price estimates by utilizing the EPIC estimator tool.
  • Utilize insurance websites or hotlines to confirm eligibility and benefits, reviewing appropriate fee schedules to determine correct charges and apply all information to ascertain patient liability.
  • Assist patients with explaining their insurance benefits.
  • Deliver price estimates to patients in a courteous and knowledgeable manner, providing clarification about the patient's benefits if requested.
  • Collect patient responsibilities using IVR system or other credit card and payment options.
  • Document appropriate account activity in system(s).
  • Liaise with physician offices, internal departments and insurance companies to develop accurate estimate if requests are vague or incomplete.
  • Refrain from disclosing or revealing confidential information to any person and do not access patient or coworker records (either electronic or files) except as specifically necessary to perform job duties.
  • Attend all mandatory training as defined in UPMC and Revenue Cycle Policies and Procedures manuals.
  • Perform duties and job responsibilities in a manner which promotes the core values of UPMC (Quality and Safety, Dignity and Respect, Caring and Listening, Excellence and Innovation, Responsibility and Integrity) in all consumer and UPMC interactions.
  • Monitor the various work lists and work queues to ensure the appropriate follow-up within the expected time periods.
  • Resolve complex outstanding patient issues.
  • Perform benefit education and financial counseling on potential out of pocket expenses for patients who have services scheduled.
  • Maintain department productivity levels.
  • Maintain compliance with quality standards.


  • High School diploma or equivalent and 4 years experience, OR Bachelor's degree required.
  • Strong PC and computer skills required.
  • Familiarity with large-scale, automated patient billing systems (e.g., Medipac, EPIC), medical terminology, and fee schedules and coding (e.g., CPT/HCPCS) preferred.
  • Strong analytical and problem-solving skills, organization and time management.
  • Previous experience with insurance verification and benefit application preferred.
  • Must develop and manage positive working relationships with colleagues, management, 3rd party payers, patients or their representatives, physicians and hospital leadership.
  • Must possess excellent communication and customer service skills.
  • Must display leadership skills.
  • Must be dependable, professional, have strong interpersonal skills, be an excellent communicator and have the ability to prioritize the workload.

Licensure, Certifications, and Clearances:

  • Act 34

UPMC is an Equal Opportunity Employer/Disability/Veteran

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