OCD Anxiety Centers · 1 day ago
Financial Advocate
South Jordan, UT
Full-time
Onsite
Entry, Mid Level
2+ years expOCD Anxiety Centers is dedicated to providing support to underserved clinical populations, and they are seeking a compassionate Financial Advocate. This role involves assisting clients with the financial aspects of their care, including reviewing insurance coverage and managing patient financial accounts.
Child CareHealth CareHospitalOutpatient Care
Responsibilities
Meet with clients to review insurance benefits and provide individualized cost estimates based on current coverage and treatment plans
Clearly explain deductibles, copays, coinsurance, and other insurance-related terms to improve client understanding
Proactively educate clients on their financial responsibilities at intake, during care transitions, and at discharge
Set up automated payment plans or secure full payment prior to treatment start
Monitor and update clients on changes to their insurance coverage or benefits
Revise and maintain payment plans based on evolving client needs or insurance adjustments
Track recurring payments, declined cards, and outstanding balances
Collaborate with clients nearing discharge to reconcile accounts and finalize payment responsibilities
Respond promptly and professionally to client questions or concerns about financial matters, via phone, email, or in person
Serve as the liaison between clients, billing teams, and insurance companies to ensure accurate communication and coordination
Maintain a warm, supportive, and nonjudgmental approach when discussing sensitive financial topics with clients and families
Partner with clinical, admissions, and billing teams to ensure accurate and up-to- date financial communication throughout treatment
Attend weekly Admissions and Billing meetings and communicate relevant financial updates
Document all client interactions and updates in the EHR system in a timely and detailed manner
Contribute to the development of financial education materials for clients
Create and maintain a process manual and training materials for future team members
Assist in the development of educational materials or tools to help clients better understand the financial aspects of their care
Qualification
Required
High school diploma or equivalent
Minimum of 2 years of experience in medical billing, financial counseling, healthcare customer service, or a related role
Must have a solid working knowledge of insurance concepts, including deductibles, coinsurance, copays, and out-of-pocket maximums, with the ability to clearly and accurately explain these terms to clients
Excellent verbal and written communication skills
Empathetic, patient-focused mindset with a commitment to excellent service
Strong organizational skills and ability to prioritize in a dynamic environment
Ability to handle sensitive information with confidentiality and professionalism
Preferred
Associate's or Bachelor's degree in a healthcare, finance, or human services-related field
Familiarity with insurance verification processes and EHR systems (Lightning Step experience preferred)
Proficient in Microsoft Office (Word, Excel, Teams) and general computer literacy
Benefits
A competitive base salary with performance-based bonuses
401k match
Core benefits: medical/dental/vision, with the company contribution to medical benefit for employee
Company-paid employee life insurance
Voluntary benefits
Paid time off includes 15 days (120 hours) of “Paid Time Off”, 5 days (40 hours) of “Sick Time”, and 9 days (72 hours) “Company holiday” pay
Paid specialized ongoing training, strengthening your skills, experiences, and connections that will help advance your career
Company
OCD Anxiety Centers
OCD Anxiety Centers provides ERP- and CBT-based intensive outpatient care for OCD, anxiety, and related conditions for ages 8 through adult.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase