• Maintains patient demographic and insurance information with a high level of accuracy.
• Determines patient qualification for coverage by third-party payers and communicates status to patient or family member.
• Reviews patient deductibles, copays, coinsurance, and out-of-pocket obligations; documents clearly in billing systems and tracking tools.
• Counsels patients regarding facility charges, insurance coverage, and expected costs.
• Discusses financial obligations, including payment expectations and reimbursement processes.
• Provides written estimates upon request and documents communication appropriately.
• Assists patients in establishing payment plans when needed.
• Communicates pertinent updates between physicians, clinical staff, insurance companies, and patients.

• Serves as the lead resource for Insurance Verifiers, answering questions and resolving escalated or complex cases.
• Reviews verification work for accuracy, completeness, and compliance with payer requirements.
• Identifies trends, errors, and workflow inefficiencies; provides recommendations for improvement.
• Assists in prioritizing daily workloads to ensure timely verification of scheduled procedures.
• Monitors work queues, aging accounts, and outstanding verifications to minimize billing delays.

• Provides onboarding, training, and ongoing support to Insurance Verifiers.
• Develops and updates training materials, reference guides, and process documentation.
• Reinforces performance expectations, best practices, and department standards.
• Acts as a liaison between front-end staff, scheduling, and business office functions.

• Ensures all required financial and insurance documentation is complete and forwarded to the billing department.
• Enters insurance referrals and ensures authorization requirements are met.
• Completes data entry of patient cost sheets and verification tracking tools.
• Reviews and obtains required patient signatures on financial forms.

Reporting & Process Improvement

• Reports regularly to leadership on workflow status, productivity, and barriers.
• Assists in developing and updating departmental procedures, forms, and manuals.
• Supports audits, compliance reviews, and process improvement initiatives.

• High School diploma or equivalent required; Associate degree preferred.
• Minimum of 2–3 years of insurance verification experience required.
• Strong knowledge of third-party payer requirements, authorizations, and eligibility processes.
• Previous lead, senior, or mentoring experience preferred.
• Strong problem-solving, organizational, and communication skills.

• Medical, dental, vision, disability, and life insurance
• Paid time off (vacation & sick leave) – Starting PTO accrual is 15 days per year.
• 401k retirement plan
• Paid holidays 
• Health savings accounts, healthcare & dependent flexible spending accounts
• Employee Assistance program, Employee discount program
• Voluntary benefits include pet insurance, legal insurance, accident and critical illness insurance, long term care, elder & childcare, AD&D, auto & home insurance.