Patient Finance Specialist

Charliehealth

Remote
**
Outbound calls, emails, and texts
Insurance benefits understanding
Client financial enrollment
** Charlie Health is seeking a Patient Finance Specialist to enhance client engagement and support during treatment. The role involves coordinating care, addressing financial inquiries, and ensuring a seamless experience for clients and families in a remote setting. **

Job Summary

  • Charlie Health exists to change that by connecting the world to life-saving behavioral health treatment through personalized, virtual care rooted in connection.
  • Responsibilities include placing outbound calls to clients to ensure enrollment, explaining insurance benefits, acting as a liaison between patients and internal teams, and managing client schedules.
  • The company offers comprehensive benefits to all full-time, exempt employees and is committed to being an Equal Opportunity Employer.

Matching Summary

Match Score: 75

** Charlie Health is seeking a Patient Finance Specialist to enhance client engagement and support during treatment. The role involves coordinating care, addressing financial inquiries, and ensuring a seamless experience for clients and families in a remote setting. **

Skills & Requirements

Must-have

  • Outbound calls, emails, and texts
  • Insurance benefits understanding
  • Client financial enrollment
  • Liaison between patients and internal teams
  • Client schedule management
  • HIPAA policies and procedures knowledge
  • Cloud-based communication proficiency

Nice-to-have

  • Dynamic and passionate individual
  • Build rapport with clients and families
  • High level of emotional intelligence
  • Adapt to organizational change

Key Requirements

  • Minimum 2 years customer/patient success experience
  • 1-2 years Salesforce or equivalent CRM experience
  • 1-2 years contact center technology experience
  • 1-2 years customer financial discussions experience
  • High school diploma or equivalent
  • Work authorized in the United States
  • Native or bilingual English proficiency

Work Rights

Work authorized in the United States

Tailored Resume

Cover Letter