Financial Counsellor

Job Description

Contact Number : 7892006386 Job Overview: We are seeking a dedicated and empathetic Surgery and Insurance Counsellor to join our call center team. This role is central to enhancing the customer experience by offering personalized support and guidance to patients exploring surgical procedures and insurance options. The counsellor will serve as a trusted point of contact, helping patients navigate the often-complex journey from inquiry to post-surgery follow-up. Key Responsibilities: Insurance Assistance: Educate patients on insurance coverage, eligibility, and policy specifics. Guide patients through the claim process and documentation requirements. Liaise with internal teams and insurers to expedite approvals and resolve queries. Patient Counseling: Address patient concerns and provide emotional reassurance. Offer clear, empathetic explanations of surgical procedures, risks, and benefits. Support patients in making informed decisions related to surgery and financial planning. Follow-Ups & Patient Engagement: Conduct timely follow-ups to update patients on scheduling, approvals, and pre-op/post-op processes. Maintain detailed records of interactions and progress using CRM or relevant tools. Reducing No-Shows: Identify potential drop-offs or hesitation points and proactively re-engage patients. Reinforce the importance of planned procedures and provide solutions to any logistical or financial concerns. Qualifications: Bachelor's degree in healthcare, life sciences, social work, or a related field. Prior experience in patient support, medical counseling, or call center healthcare services is preferred. Strong understanding of health insurance processes and terminology. Excellent communication skills—both verbal and written—with a compassionate tone. Ability to multitask, manage patient data, and work in a fast-paced environment. Key Skills: Empathy and patience in handling sensitive medical conversations. Problem-solving and proactive follow-up. Strong organizational and documentation skills. Familiarity with CRM systems and healthcare workflows is an advantage. Job Type: Full-time Pay: ₹20,000.00 - ₹22,000.00 per month Benefits: Provident Fund Schedule: Rotational shift Supplemental Pay: Performance bonus Yearly bonus Work Location: In person