Financial Navigator

About the Role

Assists staff and/or clients in determining if a client with no funding source would qualify for a funding source. Assists or coordinates in connecting clients with resources in order to complete the State entitlement application or Marketplace application. Responsible for reporting and monitoring metrics regionally for the organization regarding the Private Pay financial class.

Responsibilities

• Monitors and reports monthly regional counts of Reduced Rate, HIP, Private Pay, HPE, and Client Assistance payers.
• Coordinates resources within the regional offices to assist clients with completion of funding source applications and educates staff on funding requirements.
• Travels to regional offices to provide onsite resources and information for clients and staff regarding funding source qualifications.
• Monitors adjustment metrics for Reduced Rate, HIP, Private Pay, HPE, and Client Assistance.
• Ensures organizational counts for financial class remain within acceptable thresholds.
• Maintains a collaborative relationship with other Support Services team members and Clinical staff to coordinate funding sources for clients.

Skills & Qualifications

• Effectively communicate via written, verbal, in-person, and virtual methods.
• Basic computer literacy skills; knowledge of Excel, Outlook, Zoom, and Skype preferred.
• Strong organizational and critical thinking skills.

Requirements

• High School Diploma or GED required.
• One to three years of experience preferred.

Physical Requirements

• Standing: 10% of the time
• Sitting: 65% of the time
• Squatting: occasional
• Driving: 25% of the time
• Kneeling: occasional
• Lifting: occasional
• Bending: occasional

Note: The duties and responsibilities described are not a comprehensive list; additional tasks may be assigned as necessitated by business demands.

Pay

$15.75–$22.00 per hour

Benefits

• Medical, dental, and vision health coverage
• Flexible Spending and Health Savings Accounts
• 403b retirement plan with company match
• Paid time off and ten paid holidays
• AD&D Insurance, Life Insurance, and Long Term Disability (company paid)
• Employee Resource Groups
• Continuing education opportunities
• Employee Assistance Program

Schedule

Full time