Sr Financial Navigation Specialist

Location: Midtown • Org Unit: CBO Pre-Authorization • Work Days: Monday–Friday • Weekly Hours: 35 • Exemption Status: Non-Exempt • Salary Range: $33.24 – $36.32 (NYC offices)

About the role

The Sr Financial Navigation Specialist strengthens the department’s ability to deliver accurate insurance education, financial clearance, and patient support through targeted training and real-time operational support. The role combines subject-matter expertise in financial navigation with a strong emphasis on team development, resource creation, and case-based coaching. This specialist works across departments to ensure consistency in financial practices and policies.

Responsibilities

• Design and implement training programs for onboarding, skills refreshers, and updates on regulatory or payer changes.
• Serve as a real-time support resource for staff handling escalated or complex financial navigation issues.
• Create and maintain training materials including workflow documents, payer reference guides, and tip sheets.
• Support the accurate completion of Good Faith Estimates, self-pay workflows, and insurance education efforts.
• Analyze trends in coverage denials or payment delays and deliver targeted education based on root-cause findings.
• Collaborate with the CBO and other revenue-cycle partners to promote consistency in financial documentation and patient communication.
• Host workflow review meetings and case-study discussions to encourage best-practice sharing and peer learning.
• Remain current on insurance requirements, coding updates, and federal patient-protection regulations.
• Provide coverage for front-line navigation needs during periods of high volume or staff shortage.
• Evaluate the effectiveness of training and propose adjustments based on performance metrics and team feedback.
• Perform other duties as assigned.

Requirements

• High school diploma or equivalent.
• Minimum of 3 years of healthcare experience in financial navigation, benefits counseling, or patient-access operations.
• Prior experience delivering staff education or mentoring strongly preferred.

Skills

• Expert-level understanding of health-insurance benefits, CPT/ICD-10 coding, and payer coverage requirements.
• Clear, confident communicator with the ability to coach a wide range of learner types.
• Strong analytical, time-management, and documentation skills.
• Familiarity with Epic workflows and payer portals.
• Able to manage competing priorities and adapt training based on team and regulatory needs.

Schedule

Remote • EST daytime shift • Dedicated workspace conducive to a healthy work environment.