Chestnut Health Systems · 12 hours ago
Financial Intake Representative
Chestnut Health Systems is a leading provider of behavioral and primary health care services, seeking a full-time Financial Intake Representative. The role involves assisting clients with financial intake processes, maintaining data entry for demographic and financial information, and promoting customer service excellence within the organization.
Health Care
Responsibilities
Assist clients, members of the community, and families with financial intake, insurance applications and grant funding requirements. Address questions that relate to financial intake or access to Chestnut services. If appropriate, notify any services not covered by the person’s current benefits
Obtain, complete, and maintain required data entry for the purpose of inputting demographic, financial, and intake information into the EMR. This includes, but is not limited to: income, insurance eligibility and coverage, funding sources, appropriate payers and waterfall priority. Consistently enter clear and timely documentation of all billable and non-billable services provided
Thoroughly explain required intake paperwork in accordance with program and agency policies and procedures. Obtain all required signatures from clients (or responsible parties) pertaining to accessing and maintaining services. Distribute materials related to financial assistance, client rights, and Chestnut services as needed
Present a courteous, respectful, and professional demeanor to clients, visitors, and other staff during normal business operations and while assisting clients and their families through intake for services
Maintain consistent knowledge of Chestnut’s policies, procedures, and services. Keep current standing in various required trainings both in person, electronic, or on the company’s training module. Complete Crisis Prevention Institute (CPI), and Cardiopulmonary Resuscitation (CPR) trainings within one (1) year of hire. Complete Incident Reports as necessary
Maintain several filing systems (both electronic and physical) and complete data entry for reports with a high standard of organization and attention to detail. Maintain and monitor email, voicemail, and mailbox
Participate in individual supervision and team meetings for personal and departmental development. Apply feedback appropriately
Promote Chestnut’s culture of customer service excellence through the adherence to Chestnut’s behavioral standards for customer service. Exercise trauma-informed communication and inclusive care
Maintain and protect confidentiality and security of all organizational information gained in the course of performing job responsibilities both inside and outside the workplace including, but not limited to, financial and client information
Perform other duties as assigned by supervisor
Qualification
Required
Requires a high school diploma or equivalent
Must have at least three (3) years' experience working in a customer service environment, office setting, and/or health services-related field
Must either have or obtain a Certified Application Counselor (CAC) certification within one (1) year from the date of hire
Must have intermediate computer and typing skills; intermediate skills using Word and Excel; and possess the ability to learn other Microsoft Office Products
Position requires the ability to communicate in a professional manner in person, over the phone, and via telecommunications
Position also requires strong attention to detail and organizational skills, with the ability to work both independently and collaboratively, and to effectively structure a workday
Satisfactory completion of Chestnut's background checking process
Preferred
Experience in a mental health or substance use environment desired
Prior experience and knowledge of insurance carriers, billing, or accounts receivable preferred
Benefits
Health, dental, vision, life, and disability insurance
A retirement savings plan with company match
Generous paid time off benefits
Company
Chestnut Health Systems
Chestnut offers a comprehensive scope of behavioral health and human services in Illinois, U.S.A.
H1B Sponsorship
Chestnut Health Systems has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
Funding
Current Stage
Late StageRecent News
2025-10-06
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