Patient Advocate II - Financial Navigator

Software Guidance & Assistance, Inc., (SGA), is searching for a Patient Advocate II - Financial Navigator for a Contract assignment with one of our premier Healthcare clients in Mountain View, CA .

Responsibilities :

• This six-month assignment provides temporary coverage for an employee on leave of absence.
• The Financial Navigator will conduct insurance benefit checks, submit prior authorizations, collect patient payments, and provide comprehensive financial consultations to patients preparing for fertility treatment.
• Responsibilities include verifying coverage, explaining financial obligations, coordinating financial clearance, and helping patients navigate insurance requirements before initiating treatment cycles.
• The individual will work closely with physicians, patients, and the Financial Navigation team to maintain timely processing of benefit verifications and authorizations.
• The position will also support efforts to reduce the existing backlog of more than 400 prospective patients awaiting benefit checks.

Required Skills :

• Experience with healthcare patient financial navigation, patient access, or financial counseling.
• Experience with insurance eligibility and benefits verification.
• Experience with submitting and coordinating insurance prior authorizations.
• Experience with patient payment collection and financial clearance.
• Ability to conduct detailed financial consultations with patients.
• Ability to explain insurance benefits, out-of-pocket costs, and financial obligations.
• Strong organizational skills and ability to manage high-volume patient workflows.
• Proficiency in communicating with patients, insurance carriers, and clinical teams.

Preferred Skills :

• Experience in reproductive endocrinology, infertility, or fertility services.
• Familiarity with fertility treatment coverage and insurance benefit limitations.
• Experience supporting physician-specific patient populations.
• Experience managing financial clearance for scheduled treatments or procedures.
• Familiarity with electronic health records and patient financial management systems.

By applying for a job with SGA, you agree to allow SGA to process your application for this and future opportunities in accordance with our Privacy Policy. Also, to ensure timely processing, you agree to be contacted by our AI recruiter via email, text, or phone. Message frequency varies and data rates may apply, but you can reply STOP to any SMS message to opt-out of texts and may contact SGA at to opt-out of AI communications. The choice not to engage with AI will not adversely impact your consideration for placement. AI is not used to make any hiring determinations.

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy.

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