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.

Required Education, Certification, and Experience

• Bachelor’s degree or 2 years of equivalent relevant experience in areas such as billing, health care prior authorization, reimbursement, coding and/or finance.
• Customer Service experience involving financial discussions with clients.
• Must pass criminal background check through MN DHS NetStudy.
• Access to personal vehicle and the ability and willingness to use the vehicle in carrying out position responsibilities.
• Valid driver’s license and insurable under the agency’s automobile insurance policy.
• Free from substance use problems for a period of no less than 2 years.

Knowledge, Skills, Abilities, and Other Attributes

• Knowledge of insurance billing and payment methodology.
• Detail-Oriented
• Self-Driven
• Analytical
• Team Player
• Skill in Microsoft Office with advanced excel skills.
• Knowledge of Microsoft Office Suite.
• Ability to communicate clearly and effectively both orally and in writing.
• Ability to maintain client confidentiality as per the Health Insurance Portability and Accountability Act of 1996 (HIPAA).