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5mo ago

PSR/Financial Counselor

La Familia Medical Center Santa Fe, NM

Santa Fe, NM

5mo ago Closed

Full time Bilingual Counselor Eligibility

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Position Overview

La Familia Medical Center in Santa Fe, NM 87501 invites applications for a PSR/Financial Counselor. Under the direction of the Chief Administrative Officer, the PSR/Financial Counselor (FC) provides general education, outreach and in-person Medicaid enrollment and assists all patients through the healthcare system by acting as a patient advocate.

Essential Responsibilities

Fulfills the Federal and State contracts as required.
Provides general education about expanded Medicaid and enrolls patients when necessary.
Provides education about the New Mexico Health Insurance Exchange (the Exchange) and enrolls patients as needed.
Assists all patients through the healthcare system by acting as a patient advocate.
Reviews a patient’s account before scheduled appointments to ensure accuracy; notes missing information to be collected at check-in.
Verifies insurance eligibility upon appointments being made.
Supports efforts to comply with CMS requirements to provide Good Faith Estimate’s (GFE) to appropriate patients.
Counsels patients who are unable to pay for their visit and arranges a payment agreement plan suitable for the patient and organization.
Determines patients’ financial status and makes arrangements for financial assistance programs when the patient qualifies.
Obtains required information by interviewing applicants, family members and others, completes applications and confirms information for accuracy.
Determines eligibility by applying regulations and guidelines to information provided in application documents.
Verifies client’s continued eligibility by reviewing and verifying updated information in the client’s file.
Obtains approval of applications by submitting determinations for review and following up as required for finalization.
Educates program applicants/clients by explaining program requirements, options, interpretations and determinations, and follows up with the patient during the approval process.
Assists in maintaining appropriate patient records for continuity of care, treatment planning, and patient tracking.
Prepares and submits all required patient and activity reports accurately and in a timely manner.
Verifies and ensures all preliminary information has been received and that all accounts are ready for billing with adequate supporting documentation.
Contributes to team effort by following policies and procedures, participating in quality reviews, reporting needed changes, and achieving related results as needed.
Participates in data gathering for financial reporting.
Works closely with the Billing Department to ensure clean claim submissions.
Performs all essential duties and responsibilities of a PSR when needed.
Performs all essential duties and responsibilities of an Operator when needed.
Performs other duties as assigned.

Education, Experience and Skills/Training

High school diploma or equivalent required.
A minimum of two years of experience in medical/dental operations in the areas of patient reception, patient registration, patient cashiering, and patient referrals.
Must possess sufficient prior work experience in progressively more responsible positions during which the skills and abilities to perform all the essential functions have been demonstrated at a consistently competent level.
CPR Certification, required.
Fluent in both English and Spanish, required.

Leave Benefits

Three (3) weeks of annual leave.
Up to two (2) weeks of annual sick leave.
Eight (3) paid holidays.
Two (2) paid personal days.
Accruals and holidays are prorated for part-time employees.

Insurance Benefits

Medical
Dental
Vision coverage available for staff and eligible family members, including domestic partners
Paid term life insurance (flat $25,000)
Paid short term disability
Optional life
Critical care
Medical and dependent care expense accounts
Health savings account
403(b) retirement savings plan (eligible for company match after 12 months of employment)

Bargaining Unit Position

Union: Non-Union: X

La Familia offers opportunities for employment in the fields of medicine, nursing, dentistry, health education, and other support services. We are an equal opportunity employer.

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5mo ago

Retirement Plan Manager

Norwood Economics, Inc. Fishers, IN

Fishers, IN

5mo ago Closed

Full time Manager 401k Cash Balance

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Job Summary

The Retirement Plan Manager provides high touch support to Norwood Economics' 401(k) and Cash Balance clients. The role guides Plan Sponsors in meeting their plan administration duties, tracks pending deadlines, assists with annual education, coordinates with TPAs and Recordkeepers, offers secondary support to plan participants after the Recordkeeper, and helps onboard new clients. This position also provides limited support to sales and compliance functions.

Responsibilities

New Client Onboarding: Collaborate with the TPA and Recordkeeper to implement or convert new plans. Assist the sales team in confirming plan design.
Client Education: Customize and deliver enrollment meetings, annual education sessions, and topical webinars.
Plan Sponsor Services: Monitor client deadlines; remind, support, and educate plan sponsors to meet requirements. Coordinate with TPAs and Recordkeepers to answer administration questions. Facilitate Investment Committee Meetings.
Participant Services: Direct participants to the correct resources (Recordkeeper, TPA, Plan Sponsor). Provide occasional secondary support to client participants. Create How-to guides for common questions.
Additional Administrative Services: Provide extra plan sponsor administrative support for clients electing enhanced services.
Sales Support: As time allows, assist sales with benchmarks and proposal generation.
Compliance: Work with the team to support annual ERISA and state compliance requirements.

Requirements

Bachelor’s degree required.
1 to 5 years of experience in retirement plan support services.
Series 65 license strongly preferable; if not held, must be obtained within six months.
Highly customer service oriented.
Strong organizational and multitasking abilities.
Excellent communication and problem-solving skills.
Proficiency with standard office software and equipment.
Self-starter with the ability to work independently.

Benefits

401(k)
401(k) matching
Paid time off
Professional development assistance

Experience

Financial services: 1 year (Required)
Customer service: 1 year (Preferred)

License/Certification

Series 65 (Preferred)

Work Location

In person at Fishers, IN 46038.

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