Eligibility and Financial Screening Specialist

Under general supervision, this role combines eligibility determination, financial screening, application assistance and enrollment services for local, state, and federally funded healthcare programs.

Requirements

• Interview applicants via video visits, phone calls, and in person in a professional manner to obtain demographic, financial, and household information.
• Screen and determine eligibility for local, state, and federal healthcare coverage programs and specialty funded programs and grants.
• Accurately apply the Eligibility Policies and Procedures to determine client eligibility and enroll eligible clients into the appropriate local and grant programs, and assist clients with submitting applications for state and federal health coverage programs.
• Maintain client files and contacts, and accurately enter data into eligibility databases and EMR systems.
• Submit, assist, and troubleshoot state and federal program applications.
• Educate clients on available programs, benefits, and services both in person and via phone or email.
• Answer incoming calls regarding Eligibility services and make outbound calls as needed.
• Attend community events and represent the organization as needed, including evenings and weekends.
• Identify and refer clients to additional services and community resources.
• Attend training and review all emails, newsletters and documents in order to stay current with changes in laws, regulations, and program eligibility requirements.
• Uphold the organization's values by consistently demonstrating professionalism in all actions, job performance, personal conduct, and communications.
• Perform other related duties as assigned.