Financial Advocate

Job Summary
We are seeking a compassionate detail-oriented Financial Advocate to join our team in South Jordan Utah. This position serves as a crucial support for clients and families navigating the financial aspects of their care. The Financial Advocate is responsible for reviewing insurance coverage providing cost estimates helping clients understand their financial obligations and collaborating with internal teams to promote smooth billing and admissions processes. You will proactively manage patient financial accounts monitor treatment days and denials and ensure continued access to clinically recommended treatment whenever possible.

This role requires strong communication skills excellent organization a solid understanding of insurance benefits and a client-centered approach. Ideal for someone who thrives at the intersection of financial coordination and empathetic support.

Roles & Responsibilities
Client Financial Education Support

• Meet with clients to review insurance benefits and provide individualized cost estimates based on current coverage and treatment plans.
• Clearly explain deductibles copays coinsurance and other insurance-related terms to improve client understanding.
• Proactively educate clients on their financial responsibilities at intake during care transitions and at discharge.
• Set up automated payment plans or secure full payment prior to treatment start.

Account Management

• Monitor and update clients on changes to their insurance coverage or benefits.
• Revise and maintain payment plans based on evolving client needs or insurance adjustments.
• Track recurring payments declined cards and outstanding balances.
• Collaborate with clients nearing discharge to reconcile accounts and finalize payment responsibilities.

Customer Service & Communication

• Respond promptly and professionally to client questions or concerns about financial matters via phone email or in person.
• Serve as the liaison between clients billing teams and insurance companies to ensure accurate communication and coordination.
• Maintain a warm supportive and nonjudgmental approach when discussing sensitive financial topics with clients and families.

Collaboration & Documentation

• Partner with clinical admissions and billing teams to ensure accurate and up-to date financial communication throughout treatment.
• Attend weekly Admissions and Billing meetings and communicate relevant financial updates.
• Document all client interactions and updates in the EHR system in a timely and detailed manner.
• Contribute to the development of financial education materials for clients.
• Create and maintain a process manual and training materials for future team members.
• Assist in the development of educational materials or tools to help clients better understand the financial aspects of their care.

Qualifications
Education and Experience

• High school diploma or equivalent (required); Associates or Bachelors degree in a healthcare finance or human services-related field (preferred).
• Minimum of 2 years of experience in medical billing financial counseling healthcare customer service or a related role.
• Must have a solid working knowledge of insurance concepts including deductibles coinsurance copays and out-of-pocket maximums with the ability to clearly and accurately explain these terms to clients.

Technical Skills

• Familiarity with insurance verification processes and EHR systems (Lightning Step experience preferred)
• Ability to read and interpret Explanation of Benefits (EOBs) understand benefit breakdowns and assist clients in evaluating their financial obligations.
• Proficient in Microsoft Office (Word Excel Teams) and general computer literacy.

Soft Skills

• Excellent verbal and written communication skills.
• Empathetic patient-focused mindset with a commitment to excellent service.
• Strong organizational skills and ability to prioritize in a dynamic environment.
• Ability to handle sensitive information with confidentiality and professionalism.

Key Performance Indicators (KPIs)

• Client cost estimate delivery within 48 hours of insurance verification.
• Payment plans established or updated within 24 hours of request.
• Client financial inquiry resolution within 1 business day.
• 100% of clients discharged with a reviewed and documented financial summary.
• Unauthorized treatment days tracked and reported accurately.
• Completion of internal process manual and new-hire training plan.

Please note: When you achieve any of the above key indicators your supervisor will counsel with you to set a new goal.

Work Schedule

• Full-time 40 hours per week
• 8-hour shift Monday to Friday with some flexibility as needed

Our Investment in You

• Competitive salary with performance-based bonuses
• Comprehensive benefits package including medical dental and vision coverage
• 401(k) with company match
• Paid time off including vacation sick days and holidays
• Ongoing training and professional development opportunities

Equal Employment Opportunity Statement
OCD Anxiety Centers is committed to providing equal opportunity for all employees and
applicants regardless of race color religion sex national origin age marital status
sexual orientation genetics disability political affiliation personal appearance family
responsibilities or any other legally protected class under federal state or local law.
This applies to all aspects of employment including recruitment hiring job
assignments promotions working conditions scheduling benefits wage and salary
administration and termination.

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