Financial Navigator

Key Responsibilities

• Be the face of TailorMed to our customers and patients.
• Demonstrate and grow our company values.
• Conduct virtual consultations with patients and gather information to support applications.
• Conduct application enrollment process and track status until a determination is made and maintain communication with the patient.
• Collaborate with providers to ensure the smooth service operations.
• Follow escalation process to support both clients and patients for swift resolution.
• Act as a super-user for the TailorMed platform, identifying enhancements to improve user experience and patient outcomes.
• Maintain confidentiality and HIPAA compliance.
• Meet productivity and quality standards.
• Follow Standard Operating Procedures surrounding role and client services.
• Lead with compassion and act with confidence.
• Able to effectively work in a remote environment.

Requirements

• 2–5 years of experience in a financial navigator or financial advocate role within a healthcare organization.
• In-depth knowledge of the healthcare industry, including insurance rules and regulations.
• Experience working with Medicare, Medicaid, and commercial insurance plans.
• Familiarity with medical terminology, ICD-10, and HCPCS codes.
• Appropriate workspace to conduct remote work, free of sound obstruction for outbound calls.
• Proven ability to deliver client-focused solutions tailored to individual patient needs.
• Excellent written and verbal communication skills, with the ability to engage empathetically with newly diagnosed patients.
• Strong initiative with the ability to manage a high-volume caseload independently and adapt to rapidly shifting priorities.
• Positive, high-energy attitude with a genuine commitment to patient advocacy.
• Eagerness to contribute to building a new function and grow as part of an expanding team.

Preferred Qualifications

• Prior experience working in a startup or early-stage organization.
• Working knowledge of Electronic Medical Records (EMR) systems.
• Bachelor's degree or equivalent professional experience.

What We Offer

• Competitive salary + equity.
• Premium medical, dental, and vision insurance plans, a wide range of voluntary and supplemental benefits, and 24/7 benefits access and support - all effective from your first day of work.
• 401(k) plan with a 4% employer match.
• Paid holidays, vacation, and sick leave.
• Six weeks of paid parental leave.
• Company-paid life insurance.
• Company equipment and technology you’ll need to be successful in your role.
• The opportunity to help shape the future of healthcare.