Patient Finance Specialist
Company:Charlie Health
Location:United States
Languages:English
Seniority level:Entry, 2+ years
Experience:2+ years
Skills:
SalesforceMicrosoft ExcelDocumentationMicrosoft Office SuiteMS OfficeCommunication SkillsCustomer serviceAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingQuality AssuranceAdaptabilityRelationship buildingProblem-solving skillsCritical thinkingAccount ManagementTeamworkResearchFluency in EnglishNegotiation skillsEmpathyVerbal communicationReportingTroubleshootingWritingActive listeningStrong work ethicAbility to learnClient relationship managementBudgetingStrong communication skillsCross-functional collaborationData entryRelationship management
Requirements:
High school diploma or equivalent Excellent written and verbal communication skills Minimum 2 years experience working in a customer/patient success or support role 1-2 years of Salesforce experience (or equivalent CRM platform) 1-2 years of experience using contact center technology 1-2 years of experience customer financial discussions (Health insurance experience and knowledge of medical billing practices a strong plus) Strong ability to multitask and work in a fast-paced environment Demonstrates a high level of emotional intelligence Knowledge of HIPAA policies and procedures Work authorized in the United States and native or bilingual English proficiency Proficiency with cloud-based communication and software (Slack, G-suite, Microsoft Office, Zoom & EMR)
Responsibilities:
Place outbound calls, emails, and texts to admitted clients for enrollment. Clarify insurance benefits and financial enrollment for clients. Act as a liaison between patients and internal teams (Admissions, Billing, etc.). Support client-related requests from the Clinical Care team. Identify and resolve client treatment attendance issues proactively. Communicate aftercare resources and schedule appointments post-treatment. Manage client schedules, including scheduling and rescheduling appointments. Complete all documentation in a timely and accurate manner. Adapt to organizational change. Meet determined KPIs.
