Insurance Verification Specialist
Indexed description
Immediate Supervisor: Billing Manager
General Job Summary: Primary responsibilities include reviewing patient insurance eligibility issues in advance of scheduled visits across all practice sites; identifying and resolving insurance issues before they can disrupt a visit or delay claims submission; and serving as the connective link between our central patient scheduling teams, our practice-based teams, and the billing team on all insurance- and eligibility-related questions.
The individual will act as the primary escalation contact for our central scheduling teams on pre-visit insurance issues, serve as the main point of contact for practice teams (e.g., our reception teams) on day-of-visit eligibility questions, and follow up post-visit to resolve any lingering Primary Care Provider (PCP) assignment or Coordination of Benefits (COB) issues. The individual will also respond to patient and payer inquiries in a timely manner and perform special projects as directed.
Essential Job Responsibility
- Reviews insurance eligibility and coverage issues across practice sites for new and existing patient appointments three (3) days out (leveraging automated eligibility checks from our Electronic Health Record (EHR) system).
- Reaches out to payers (e.g., via phone or payer portal) and communicates proactively with families to resolve insurance issues prior to a visit. Flag open issues for practice teams for follow-up on day of visit.
- Serves as the primary escalation contact for the central operations scheduling team on pre-visit insurance and eligibility issues.
- Serves as the main point of contact for practice-based teams (e.g., reception) on day-of-visit insurance eligibility questions.
- Follows up post-visit on lingering primary care provider (PCP) assignment issues and Coordination of Benefits (COB) discrepancies with payers and patients/families.
- Ensures pertinent information relating to patient insurance and eligibility is documented accurately in the EHR.
- Works with front desk/reception staff to ensure appropriate collection of co-pay and self-pay fees based on verified benefits.
- Uses customer service principles and techniques to deal with patients calmly and pleasantly and assist with insurance-related questions or issues.
- Identifies trends in recurring eligibility, PCP assignment, or COB issues across sites and communicates them to leadership.
- Maintains strict confidentiality; adheres to all HIPAA guidelines/regulations.
- Performs other duties as assigned
Experience: Insurance verification, medical billing, or other relevant healthcare practice experience required (preference for primary care)
Location: Hybrid (Palm Beach County) or Remote (Florida only)
Knowledge
- Knowledge of basic health insurance terminology.
- Knowledge of basic differences across payer types (e.g., Commercial insurance vs. Medicaid) and plan types (e.g., HMO vs. PPO products).
- Knowledge of customer service principles and techniques.
- Experience with Athena EHR System preferred
- Excellent interpersonal skills, including friendliness, empathy, patience, kindness, politeness and helpfulness.
- Strong attention to detail.
- Ability to work independently and as part of a team with a strong sense of focus.
- Ability to communicate calmly and clearly with patients and payer representatives.
- Ability to analyze situations and respond appropriately.
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search