Provide world-class customer service while following scripted benefit verification in the HIS benefits screen.
Update accounts in the workflow system with timely, accurate documentation.
Select accurate medical records to support patient safety and schedule appropriate procedures based on physician orders.
Assign insurance plans accurately and perform electronic eligibility confirmation; document results in the appropriate systems.
Calculate patient cost share/liability and attempt to collect by phone within 48 hours of the date of service.
Use appropriate systems to facilitate communication with hospital gatekeepers and document account activity and collections notes as required.
Must be inquisitive and demonstrate openness to innovation including AI to explore better processes and ways to alleviate friction and improve patient and client experiences.

High School Diploma required; Associate’s degree preferred.
1–2 years of healthcare experience preferred.
Understanding of admissions, billing, payments, and denials.
Comprehensive knowledge of the patient insurance process, including obtaining authorizations and benefits verification.
Knowledge of medical terminology and CPT/procedure codes.
Patient Access experience with managed care/insurance and call center experience highly preferred.
Articulate, personable, dependable, and confident with excellent communication skills.
Customer service oriented; builds trust and respect by exceeding customer expectations.

Competitive compensation and benefits packages that reflect a commitment to fair and just workplaces.
Wellness programming designed to support associate health, including a comprehensive annual health risk assessment.
A participatory culture that strengthens diversity and inclusion.
Growth opportunities, including traditional and online learning, tuition reimbursement, and coaching to support skill development, degrees, certifications, and CEUs.
Recognition programs, including service awards, celebrations, and personal appreciation, plus annual associate surveys to identify opportunities for improvement.

Financial Clearance Associate Specialist

Key skills