Eligibility and Financial Screening Supervisor

Essential Functions

• Oversee the daily operations of eligibility and financial screening services, ensuring consistent delivery of high quality, client-centered support across all service locations.
• Supervise and manage the work, performance and development of assigned team members, including hiring, training, coaching, setting performance goals, conducting evaluations, and taking disciplinary action when necessary.
• Support training of new staff, ensuring all team members are equipped with the tools, knowledge, and resources needed to perform their roles effectively.
• Provide policy clarification, procedural guidance, and operational support to staff; stay current with changes in laws, regulations, and program eligibility requirements.
• Ensure adequate staffing to meet patient demand and departmental needs across clinic sites and other service locations.
• Resolve complex client issues and staff conflicts in a timely and professional manner; ensures a high standard of customer service and patient satisfaction.
• Complete file reviews and performance reports on assigned staff; works with leadership to identify gaps, implement corrective actions, and support department goals.
• Attend community events and represent the organization as needed including evenings and weekends
• Perform other related duties as assigned.

KNOWLEDGE/SKILLS/ABILITIES

• Strong planning, organizational, and time management skills, with the ability to prioritize tasks, manage competing deadlines, and maintain attention to detail.
• Excellent interpersonal and customer service skills.
• Bilingual (English/Spanish) highly preferred.
• Proficiency in data entry and use of EMR, Microsoft Office Suite, Excel, and Adobe Pro.
• Strong analytical and processing skills, with the ability to identify trends and improve performance outcomes.
• Knowledge of financial eligibility processes, regulatory standards, and specialty grants (Ryan White, Title V, PHC, Family Planning).
• Ability to effectively solve problems, resolve conflicts and apply critical thinking in a fast-paced environment.
• Ability to work effectively with diverse populations and adjust actions based on client needs.

REQUIRED EDUCATION

High School Diploma required.

REQUIRED EXPERIENCE

4 years of experience working in health care, government, non-profit, or a customer service industry. 1 year of supervisory experience may replace 1 year of experience.