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Financial Counselor - Queens, NY
Financial Counselor - Queens, NY-March 2024
Queens
Mar 29, 2026
About Financial Counselor - Queens, NY

  At Planned Parenthood of Greater New York (PPGNY), our greatest strengths are the employees who empower every individual with the information, resources, and care they need to live happy, healthy lives.

  Picture yourself here: We are a team of trusted health care providers, educators, and fierce advocates committed to advancing equity and improving health outcomes in communities that face systemic barriers to quality, innovative sexual and reproductive health services -- including birth control, pregnancy testing, emergency contraception, cancer screenings, STI testing and treatment, HIV testing and prevention, transgender hormone therapy, wellness exams, crisis counseling, and financial counseling. PPGNY also proudly provides compassionate, nonjudgmental abortion services.

  When you join PPGNY as F inancial Counselor you will provide individual financial counseling, screening, completion and recertification services to all clients eligible for N.Y. State of Health programs. The Financial Counselor ensures initiation, follow up, tracking and evaluation of the application process. This full-time position is located within New York City and the surrounding boroughs and involves frequent travel within the City.

  DUTIES AND RESPONSIBILITIES

  Direct Patient Care 50%

  Interviews and screens all eligible patients in order to determine eligibility for Medicaid, or any other relevant financial assistance programs.

  Initiates the appropriate application process and ensures that correct documentation is obtained from the client in order to successfully complete and submit the application.

  Assists the client in Medicaid based program recertification process in order to ensure continuity of the appropriate health insurance program

  Follow up and Administrative Duties (30%)

  Implements varied and comprehensive follow-up strategies in order to actively assist the client in obtaining the appropriate financial counseling programs.

  Represents the client in the application process and serves as liaison between PPGNY and the appropriate governmental entity (i.e. HRA, Emdeon, New York Health Options, New York State Marketplace, etc.)

  Maintains detailed, confidential records and statistics, via various electronic records programs in order to track and evaluate all aspects of the financial application process.

  Ability to liaison with revenue department to get appropriate documentation for billing once case becomes active.

  Demonstrates competency when completing and entering applications and forms for all financial counselling programs

  Maintains meticulous records of insurance applications and enrollment process

  Ability to oversee and maintain a variety of confidential and sensitive records, files and reports relating to patient’s identity, insurance and health information.

  Completes all responsibilities according to established protocols, policies and standard practices in the areas of ADA and regulatory compliance programs such as HIPAA

  Ongoing Education and Training (20%)

  Understands eligibility requirements for all health insurance and financial assistance programs provided at PPGNY

  Maintains a current, working knowledge of N.Y. State Health programs (i.e. recertifying to maintain Application Counselor status on the N.Y. Health Exchange)

  Participates in on-going training on legislative, administrative and procedural changes with regard to government benefit programs and changes to immigration procedures. (i.e. public charge)

  CORE COMPETENCIES

  Performs above functions at any PPGNY location as directed by supervisor.

  Works flexibly and cooperatively under supervision with all members of the center staff in order to ensure maximum knowledge and support of the client.

  Participates in health care center efforts to comply with all organizational and quality assurance guidelines, and all applicable government regulations.

  Understands and commits to modeling excellent customer service in all aspects of health care delivery in order to improve customer relations, increase customer satisfaction and promote repeat customer visits.

  Participates in overall health center efforts to achieve goals and policies on professionalism, wait time in the clinic/on the phone, and the system for addressing client complaints.

  Meets Clinical Services Standards of Behavior.

  Works effectively with volunteers, trainees and temp agency personnel.

  Performs other educational and experience related duties as required.

  A demonstrated commitment to PPGNY’s mission related to bodily autonomy, health equity, and gender and racial justice.

  A demonstrated commitment to learning about and enhancing practices related to racial equity and its impact on healthcare systems.

  Strong relationship building and communication skills, including an ability to work and build trust across cultural differences related to race, class, age, gender, gender identity and expression, sexual orientation, religion, ethnicity, national origin or ability; and to reflect on one’s personal identity with humility.

  Ability to provide compassionate, non-judgmental and culturally responsive care across race, class, age, gender, gender identity and expression, sexual orientation, religion, ethnicity, national origin or ability; and demonstrates deep sense of accountability to patient experience.

  REQUIRED SKILLS/ABILITIES:

  Excellent organizational skills and attention to detail.

  Proficient in Microsoft Office Suite or similar software.

  Ability to remain focused and calm in stressful situations

  Ability to work effectively as part of a team

  Strong time management skills, including ability to work in a high distraction environment.

  REQUIRED QUALIFICATIONS

  Associate degree or 2 years of work experience in Customer Service and/or general office administration

  Must be willing and able to float to all five New York City health centers

  Excellent follow up skills

  PREFERRED SKILLS/QUALIFICATIONS

  Bilingual in Spanish

  Previous experience in high-volume customer service role

  Basic knowledge in Public Health and Medicaid programs

  Familiarity of electronic health record systems

  Familiarity with New York State Health Exchange

  PPGNY's benefits package includes:

  Generous PTO and holiday schedule

  Medical, dental and vision coverage options for you and eligible dependents

  FSA, HSA, Commuter pre-tax reimbursement funds

  Short and Long Term Disability, Free Basic Life and AD&D

  401(k) Retirement Plan with Safe Harbor contributions after 1 year of employment

  All positions at PPGNY require:

  Proof of immunization or immunity to certain communicable diseases (including influenza during the flu season and Covid-19) and testing for tuberculosis. These certifications are required by the NYC DOHMH Health Code, NYSDOH and OSHA.

  Planned Parenthood of Greater New York (PPGNY) is a leading provider, educator, and advocate of sexual and reproductive health care in New York State. PPGNY is proud to provide a wide-range of family planning services at our 28 health centers and mobile care units. We care for everyone regardless of their immigration status, zip code or ability to pay. PPGNY’s education and outreach programs are backed by medically-accurate, evidence-based information that allows people to make informed decisions about their health and future. As a voice for reproductive freedom, PPGNY supports legislation and policies that ensure all New Yorkers have access to the full range of reproductive health care and education.

  At PPGNY, we provide the absolute best care to our patients and our communities through innovative health care delivery and education programming. We care for everyone who walks through our doors regardless of insurance, ability to pay or immigration status. As a leading voice for reproductive freedom, PPGNY fiercely advocates for policies to ensure that all New Yorkers will have access to the full range of reproductive health care services and information.

  PPGNY is committed to diversity, equity, and inclusion. We believe we are most impactful when people with a wide range of backgrounds, experiences, and identities come together with common purpose. We encourage candidates from all backgrounds to apply.

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