Travel regularly to assigned facilities and occasionally conduct in-home visits, ensuring timely and efficient support across multiple locations within the service area*
Meet with patients in-person, including bedside visits, to assess financial assistance eligibility and provide compassionate guidance on available programs.
Facilitate the application process for programs such as Medicaid, Medicare, Disability, and hospital charity care, ensuring timely submission of accurate documentation.
Act as a liaison between patients, hospital staff, and government agencies to establish eligibility, secure funding and resolve coverage issues.
Responsible for a high caseload, prioritizing tasks to meet deadlines and ensure effective follow up on pending applications.
Clearly communicate financial obligations, funding options, and program details to patients in an empathetic and professional manner.
Maintain accurate and confidential records in compliance with HIPAA and organizational policies.
Consistently achieve productivity and quality metrics, contributing to the organization's financial counseling objectives.
Efficiently use multiple systems and databases to gather, track, and report on patient data.
Assist in training and supporting colleagues as needed, ensuring seamless onboarding and service delivery.
Complete special projects, as assigned.

High school diploma or GED
Proficiency in English and Spanish
2+ years of experience in healthcare or financial counseling, with medical disability processing.
Flexibility to provide support to multiple hospital locations and in-home patient visits within assigned market area as based on operational needs
Familiarity with state and federal assistance programs such as Medicaid, Medicare, and Social Security Disability.
Strong organizational skills with the ability to handle multiple priorities and maintain accuracy and attention to detail.
Excellent verbal and written communication skills, with the ability to explain complex information clearly and empathetically.
Ability to identify solutions to financial challenges, leveraging program knowledge to benefit patients.
Capability to work in a fast-paced environment with changing priorities and patient needs.
Demonstrate genuine care for patients’ needs and concerns, building trust and rapport.
Work effectively with colleagues, hospital staff, and external agencies to achieve shared goals.
Ensure all documentation is accurate, complete, and submitted on time.
Reliable transportation, a valid driver’s license, and ability to travel within assigned service area.

Eligibility Specialist 2, Bilingual, Medical Disability Processing Experience

Key skills