Client Financial Navigator
About the Role
As a Partner in Wellbeing, the Client Financial Navigator takes on various roles within the organization to ensure effective and efficient day-to-day operations. This role may require but is not limited to, performing general organizational cross-functional tasks, communicating with clients, and performing billing and collection tasks. The Client Financial Navigator completes assigned department revenue cycle processes, ensuring accuracy and consistency with departmental requirements and agency standards. Accountable for tasks impacting the organizational cash flow, compliance, client satisfaction, client financial well-being, and confidentiality. Monitors and trends data to ensure timely collection of payments on contract billing responsibilities. Assists in compiling and analyzing financial information by a cost-based payment model in alignment with negotiated contracts.
Essential Responsibilities
- Provide support to self-pay clients through counseling and educating on insurance benefits, connecting with external resources, when needed, while navigating payment options, Medicaid eligibility, and financial assistance programs.
- Assist the Finance department in client billing, client collection process, data entry, and e-mail distribution ticket responses.
- Manage the monthly client collection process.
- Leading the client verification process
- Perform work requiring knowledge of the agency or program to verify documents for completeness, and accuracy and to determine compliance with agency procedures.
- Back up for the reconciling of payments received to ensure payment following negotiated contracts.
- Research issues related to problems arising from grant set up to determine the root cause and take necessary action to resolve them. Ensure effective communication of resolution to appropriate leadership.
- Evaluate, develop, and implement action plans to arrange the resolution of client past due financial responsibilities.
- Develop and improve job procedures to ensure maximum effectiveness in process and resource time spent on job tasks.
- Manage the annual account receivable escheatment process through which unclaimed assets are transferred to the appropriate state.
- Provide management with information vital to the decision-making process.
- Collaborate with organizational department managers to support overall department goals and objectives.
- Contribute to team effort by accomplishing related initiatives as needed.
- Coordinating and staying involved with external entities that are supporting the same work as Alluma.
- Performs additional duties as assigned or requested.