Patient Financial Services Specialist

• Coordinate insurance verification, authorizations, financial guidance, and accurate information for patients
• Collaborate with patients, clinical teams, administrative staff, and insurance carriers
• Counsel patients before their first appointment
• Obtain required referrals, authorizations, supporting documentation, and insurance pre-certification
• Maintain current knowledge of insurance guidelines and communicate updates to leadership
• Identify and report trends or changes in reimbursement patterns
• Communicate authorization outcomes to clinical and administrative staff
• Explain insurance coverage, requirements, payment responsibilities, and available financial options to patients
• Provide timely updates to clinical teams throughout the authorization process
• Educate clinical staff on patients’ insurance coverage and financial responsibilities
• Work autonomously while maintaining strong partnerships with internal stakeholders
• Report to the Supervisor, Patient Financial Services

• Strong written and verbal communication skills
• Ability to work independently and make sound decisions regarding financial clearance
• Experience in patient service or customer service
• Ability to communicate financial concerns and coverage limitations with empathy and professionalism
• Proven ability to manage pre-certification or insurance-related administrative tasks
• Familiarity with medical insurance carriers and coverage requirements
• Growth-minded and actively seeking opportunities for continuous development
• Effective communication with patients, physicians, care team members, and insurance carriers
• Results-oriented, adaptable, and energized by challenges
• Self-motivated and capable of autonomous work
• Ability to work Monday through Friday within 7:30 AM to 5:00 PM EST during training
• Ability to work onsite in New York City during training
• Ability to work onsite 3-4 days per week after training, including rotating Saturday shifts

Demonstrates expertise in insurance verification, authorizations, and financial guidance while effectively communicating with patients and clinical teams. Capable of managing pre-certification tasks and educating stakeholders on insurance coverage and financial responsibilities.

• Insurance Verification
• Pre-Certification Management
• Patient Counseling
• Effective Communication
• Customer Service Experience

• Insurance Authorization
• Financial Guidance
• Documentation Management
• Reimbursement Analysis
• Insurance Coverage Explanation

• Strong Written Communication
• Empathy
• Decision-Making
• Adaptability
• Self-Motivation

• Medical Insurance Carriers
• Patient Financial Services
• Financial Clearance
• Insurance Guidelines
• Authorization Outcomes