Benefits Counselor Floater

Provide the following information and assistance regarding health insurance and benefits to elder people, disabled Medicare beneficiaries, and their family, partners, and caregivers. Coordinates and facilitates the enrollment of patients to local, state and county programs.

Benefits

• Free Medical, Dental & Vision
• 13 Paid Holidays + PTO
• 403(b) retirement match
• Life Insurance, Employee Assistance Program (EAP)
• Tuition Reimbursement
• SEIU Union Flexible Spending Account
• Continued workforce development & training
• Succession plans & growth within the organization

Qualifications

Education and Experience:

• High School Diploma (required)
• Certified Application Assistant (CAA Certificate)
• Bilingual English/Spanish (required)
• Familiar with Medi‑Cal, Covered CA
• Two years CAA experience (preferred)
• EHR – Electronic Health Record (required)
• PMS – Practice Management System (required)

Licensure/Certification:

• Employees must maintain individual certifications required by job function or law and provide verification and recertification when requested by management.

Other Requirements:

• Maintains personal appearance when interacting with patients, staff, and physicians.
• Must be able to cope in a “fast‑pace” environment.

Essential Duties and Responsibilities

• Assists patients in completing applications and forms for private and Med‑Cal, as well as other county or state health insurance programs.
• Attends trainings for Medi‑Cal updates and all other applicable trainings as directed by supervisor.
• Attends meetings as required for updates and as directed by supervisor.
• Completes production reports, Med‑Cal reports, communication sheets, PCP changes and tracking, and all other applicable reports.
• Coordinates with all state and county programs in an efficient manner.
• Creates a positive and professional environment—in‑person and telephonically—with patients, colleagues, and external relations.
• Demonstrates understanding of SJCH policies and procedures.
• Drafts positive and professional written communication/correspondence as necessary.
• Educates patients about the health insurance enrollment process and programs.
• Inputs prescriptions and patient chart information into the Electronic Health Record (EHR).
• Handles Medi‑Cal and other renewals on an annual basis (or as proscribed) to retain coverage.
• Handles patients who do not qualify with care and empathy.
• Keeps up with changes in programs as appropriate.
• Manages Practice Management System (PMS) registration, scheduling, and billing.
• Processes applications and verifies eligibility during the patient visit.
• Works with clinicians to identify and qualify patients for financial assistance programs.
• Performs other duties as assigned.