Financial Associate I

Posted: 03/07/2023

Portage County is looking to hire a full-time Financial Associate I to join the team!  This position provides billing and collection services for Health and Human Services.

What are the primary job duties?


Accounts Receivable

  • Conducts client financial assessments to determine maximum monthly payments in accordance with program requirements based on department and State guidelines.  Enters financial information accurately in the County’s client billing system.
  • Prepares special charge forms for client monthly cost share amounts based on information provided by HHS staff and submits for approval.
  • Upon approval, updates cost share financial information for client monthly room and board cost share amount for services in the client billing system.
  • Prepares community health clinic charges on special charges forms for billing and submits for approval.
  • Enters and updates client information for accounts receivable programs by obtaining relevant personal, demographic, financial, or billing information in the client master financial record.
  • Accesses multiple insurance online systems to retrieve insurance remittances for payments made electronically to Portage County. 
  • Posts all electronic and paper check payments to client accounts.  Verifies and reconciles posted payments, remittances, and financial system receipts on daily basis.
  • Processes all accounts receivable adjustment forms.
  • Prepares billing and/or claims for immunizations and other child prevention billable services to the WI Medical Assistance HealthCheck Program.
  • Reviews and maintains financial information annually for client inpatient services to monitor for changes in the client’s financial situation.
  • Maintains and keeps current client accounts, folders, and financial records.

Accounts Receivable Support Services

  • Prepares and enters daily staff logs in the County’s client case management system for assistance with billing services.
  • Maintains the client case management system with new codes as necessary.

What are the minimum qualifications?
  • High school diploma or equivalent required.
  • Two years’ experience of general office experience required.
  • Two years’ experience in medical billing and collection practices in health care or related setting preferred.
  • Any combination of education and experience that provides the required knowledge, skills and abilities.
  • Ability to successfully pass a caregiver, criminal, and financial background check.
  • Must meet County bonding requirements.

Portage County offers an AWESOME benefit package, which includes the following;

  • Vacation - available on day one!
  • Health insurance- your choice of two health plans- (Health Savings Account associated with a High Deductible Health Plan with a County contribution or a PPO Co-pay plan)
    • Health insurance starting at $19.15 a paycheck!
  • Wellness incentive plan offered with health insurance enrollment! Earn up to $600 per year!
  • Flexible spending account
  • Dental insurance
  • State of Wisconsin Retirement Plan - County contribution of 6.8%!
  • Paid holidays
  • Paid sick leave
  • Life insurance- premium paid by the County (must work a minimum of 30 hrs/wk)
  • Long term disability insurance- premium paid by the County (must work a minimum of 30 hrs/wk)
  • EAP (Employee Assistance Plan) - paid by the County
  • 457(b) Deferred Compensation Plan

Portage County is an Affirmative Action/Equal Opportunity Employer