Financial Services Specialist

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Financial Services Specialist – Full Time, Monday‑Friday 8:30 am‑5 pm.

The Financial Services Specialist plays a key role in the revenue cycle by verifying insurance benefits, supporting accurate billing, and ensuring timely collection of insurance receivables. This position is responsible for researching patient coverage, resolving claim issues, and maintaining up‑to‑date financial and insurance data across internal systems to support a smooth billing and authorization process.

• Research, verify, and document insurance benefits for all levels of care, including network status, effective dates, deductibles, copays, coinsurance, out‑of‑pocket maximums, authorization requirements, exclusions, and payer‑specific rules.
• Ensure all relevant financial and coverage information is accurately recorded in the EHR for use by clinical, admissions, and billing teams.
• Maintain a structured process for initial and ongoing verification of benefits, identifying discrepancies and following up to resolve incomplete or questionable information.
• Assist in billing patient accounts and posting payments, discounts, and adjustments in a timely and accurate manner.
• Perform follow‑up with insurance companies to resolve delays, denials, or incorrect payments, using payer portals, calls, and online tools.
• Review, audit, and reconcile batches to ensure receipts, deposits, and adjustments are posted correctly prior to month‑end closing.
• Help manage A/R by conducting proactive claim follow‑up and maintaining workflow standards for timely reimbursement.
• Prepare and submit complex insurance claims and research solutions for escalated accounts.
• Review, update, and maintain data accuracy within the electronic EMR, and payer portals.
• Conduct audits on all new patient encounters to ensure insurance information is properly entered and verified.
• Reconcile bank deposits, batch totals, and payment records as part of the month‑end close process.
• Serve as an insurance resource for patients, clinical teams, admissions, and other internal stakeholders.
• Provide clear and timely communication regarding coverage changes, authorization needs, and financial responsibility.
• Prioritize queues, emails, and time‑sensitive tasks to support department goals and deliver exceptional customer service.

Other duties:
This job description is intended to provide general guidance and not designed to cover or contain a comprehensive list of relevant activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time, with or without notice.

Provide company and/or patient finance related tasks. For patient care needs, this is an on‑site role. Communicate and exchange information verbally and electronically. Consistent computer and phone, general office equipment use. Generally stationary, traversing general office and facility areas.

• High school diploma or GED required.
• Knowledge of revenue cycle processes, including insurance verification and claims follow‑up.
• Experience with utilization review or insurance authorization processes highly preferred.
• Prior work in addiction treatment, behavioral health, or healthcare billing preferred.
• Strong attention to detail with the ability to work with minimal errors.
• Excellent time‑management, problem‑solving, and interpersonal communication skills.