Job Title: Insurance Specialist
Reports to: Billing Supervisor
Status: Non-Exempt
Job Summary:
The Insurance Specialist plays a key role in ensuring smooth daily operations within a busy 11-provider medical practice. This position is responsible for maintaining professionalism, delivering excellent patient service, verifying insurance eligibility, and supporting providers and staff with administrative and operational tasks.
General Duties:
-
Take initiative to complete departmental tasks without requiring delegation.
-
Communicate effectively with team members to optimize practice operations.
-
Demonstrate a positive attitude, teamwork, and adaptability to change.
-
Document and communicate patient concerns appropriately using designated messaging systems to ensure quality care.
-
Manage a high volume of patients while maintaining professionalism and courtesy.
-
Ensure all documents are scanned into the patient chart.
-
Use computer systems to update and manage patient records.
-
Maintain a positive attitude and collaborate with team members to improve processes and enhance the patient experience.
Skills
-
Strong interpersonal skills with the ability to assist patients and their families professionally and efficiently.
-
Excellent phone etiquette and communication skills, both verbal and written.
-
Proficiency in data entry with attention to detail for accurate record-keeping.
-
Previous experience in a medical office front desk environment is preferred but not required.
-
Ability to work effectively in a fast-paced environment while managing multiple tasks.
Specific Duties:
-
Send daily Rater 8 report to the Operations Director.
-
Check insurance eligibility in EMA for all scheduled patients across all offices before printing daily schedules.
-
Print daily schedules, verify new patient information, confirm eligibility, and enter payment plan/copay information.
-
Scan and process miscellaneous paperwork from the Billing Office as needed.
-
Answer incoming calls from the call center regarding insurance verification.
-
Email updated schedules to satellite offices.
-
Accurately label and scan records into EMR or Chart Capture, including dating and initialing labels before returning records to file.
-
Review personal office email daily to stay informed of updates from Manager/Administrator.
-
Follow proper protocols for purging patient medical records.
-
Assist with special projects as assigned.
