Claims Trainer

About the role

Because health is personal. That's why Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. We serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes. Together, our team is on a mission to empower people to lead healthier lives.

Responsibilities

• Design and deliver examiner training: Build and run instructor-led, virtual, and self-paced sessions covering adjudication logic, benefit interpretation, coordination of benefits, and system navigation for examiners, analysts, and support staff.
• Own classroom logistics and certification: Manage session scheduling, progress tracking, and certification so training runs smoothly from start to finish.
• Convert audit findings into fast coaching: Partner with Quality Audit to identify error trends and turn them into targeted refresher training before small issues become recurring ones.
• Build training capability in team leads: Train the trainers — equip team leads and subject-matter experts to deliver training themselves so knowledge doesn't bottleneck with one person.
• Measure training against production results: Track quality, productivity, and turnaround time against training outcomes, and adjust curriculum when the numbers aren't moving.
• Stand up training for new initiatives fast: Build and launch training for new lines of business, system rollouts, and platform migrations on tight timelines.
• Author claims procedures and job aids: Write and maintain workflow guides and procedures clear enough to follow under real production pressure.
• Translate policy changes into same-day guidance: Turn regulatory, policy, and configuration updates into plain-language documentation examiners can apply immediately.
• Maintain a current procedure library: Keep documentation version-controlled and up to date with benefit changes, coding updates (CPT, HCPCS, ICD-10, revenue codes), and system releases.
• Validate compliance with Legal and Compliance: Confirm every procedure document reflects current state, federal, ERISA, and CMS requirements.
• Map the claims that don't follow a simple path: Build process flow diagrams and decision trees for complex or exception-driven claims scenarios.
• Validate content against live system configuration: Check training and procedure content against Configuration's system-loaded benefit plans before anything goes live.
• Coordinate go-live readiness with IT and vendors: Partner with IT and platform vendors so documentation is ready before go-live, not scrambled together after.
• Support audits with organized documentation: Provide accurate, audit-ready documentation on request for regulatory exams and internal reviews.
• Surface gaps before they become problems: Act as the link between Claims Operations leadership and the frontline, flagging process, training, or documentation gaps early.

Qualifications

• Education & Experience: Bachelor's degree or equivalent experience in health insurance claims; 5+ years processing, auditing, or configuring health insurance claims across medical, dental, and vision; 3+ years building or delivering training curriculum or technical/procedural documentation, ideally at a health plan or managed care organization; Experience with Medicare Advantage, Medicaid, or ASO/self-funded claims; Claims examiner certification background a plus.
• Technical Skills: Working knowledge of core claims platforms (Javelina, ElDorado, QicLink, Facets, or similar); Working knowledge of standard claims coding (CPT, HCPCS, ICD-10, revenue codes); Working knowledge of CMS guidelines, state prompt-pay laws, HIPAA, and ERISA; Instructional design background and familiarity with LMS platforms (Cornerstone, Workday Learning) preferred; Experience with process-mapping and documentation tools (