Administrative Associate Iii - Financial Desk Job Racine area,Wisconsin USA,Administrative/Clerical

Position: ADMINISTRATIVE ASSOCIATE III - FINANCIAL DESK

ADMINISTRATIVE ASSOCIATE III - FINANCIAL DESK

POSITION TITLE: Administrative Associate III – Financial Desk

LOCATION: Oshkosh

HIRING RANGE: $20.21-$22.46/Hr.

STATUS: Full Time

HOURS PER WEEK: 37.5

WORK HOURS: 8am-4:30pm, M-F

DEPARTMENT: Human Services – Administrative Services

PAY BASIS: Hourly

PURPOSE AND

SUMMARY:

Performs financial intake, insurance verification, and imaging for the Behavioral Health clinic. Conducts comprehensive financial assessments for new and returning clients in accordance with statutory requirements. Serves as the department’s subject‑matter expert for financial intake procedures. Ensures accuracy and compliance of financial records to support timely billing and uninterrupted client access to services.

ESSENTIAL FUNCTIONS

Staffs the Behavioral Health financial intake desk at OHS, providing financial assessments for new clients and annual reviews in compliance with DHS 1 and departmental policy.

Provides support at the Economic Support reception desk as needed. Access CARES (Client Assistance for Reemployment and Economic support) computer system as part of daily duties.

Performs quality control and imaging of all financial documentation, ensuring accuracy, completeness, and prompt turnaround.

ADDITIONAL ESSENTIAL DUTIES

Conducts detailed financial interviews in person and by phone, interpreting complex financial, insurance, and eligibility information with the Behavioral Health population in accordance with department policy.

Accurately enters, verifies, and maintains insurance, Medicaid/MA, and income information in Luna and Microsoft Office to support billing and reimbursement.

Coordinates with clients, rep payees, and staff to obtain missing documentation and resolve discrepancies.

Collaborates with clinical staff to address cases where clients exceed income limits or require financial exceptions.

Assists with NHS financial intakes and provides cross‑departmental support as needed.

Trains and supports staff performing financial intakes and annual reviews; serves as the primary contact for client financial assessment questions.

Supports the Economic Support reception desk on a weekly schedule.

Performs other related duties as may be assigned.

WORK RELATIONSHIPS

Reports to the Financial Supervisor.

Works with Office Systems Support and Confidential Records staff, DHS Financial team and Behavioral Health staff.

Interacts directly with Behavioral Health clients and their representatives.

REQUIRED EDUCATION, EXPERIENCE, TRAINING, AND CERTIFICATION

High School graduation or its equivalency required; additional coursework in accounting, billing, or human services preferred.

Three to five years of experience in an office setting, including financial intake, billing, insurance verification, or related administrative work in a human services or healthcare setting.

Demonstrated experience with customer service, financial documentation, and accuracy with calculations.

KNOWLEDGE, SKILLS, AND ABILITIES

Ability to work independently with minimal supervision while managing workloads that vary in volume and urgency.

High level of confidentiality and professionalism when handling sensitive client information.

Ability to establish and maintain productive and effective working relationships with fellow employees.

Knowledge of financial, health insurance and office terminology, practice, procedures and equipment.

Ability to maintain and interpret client financial and insurance information.

Ability to follow complex oral and written instructions.

Good analytical and problem‑solving skills, with experience addressing financial discrepancies.

Strong written and verbal communication skills, including the ability to explain complex financial information clearly.

Proficiency with Microsoft Office applications and ability to learn new software systems.

Ability to maintain accurate imaging and documentation in a timely manner.

Ability to remain calm and effective in high‑pressure or emergency situations and to manage conflict professionally.

Knowledge and understanding in Trauma Informed Care principles and practices and a strong commitment to fostering a positive, healthy work culture.

PHYSICAL REQUIREMENTS

Ability to perform most work from a sedentary position.

Ability to function in situations encountered in a normal office setting.

Ability to use standard office equipment including telephone, computer, printer, photocopier and scanner.

Ability to do occasional light lifting to move office furniture.

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