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About the Role

This role combines eligibility determination, financial screening, application assistance, and enrollment services for healthcare programs. The position involves interviewing applicants, verifying documentation, enrolling eligible individuals, and submitting applications for coverage. It requires exceptional customer service and the ability to navigate complex systems.

Responsibilities

• Interview applicants via video visits, phone calls, and in person 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.
• Apply Eligibility Policies and Procedures to determine client eligibility and enroll eligible clients into appropriate local and grant programs.
• 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.
• Answer incoming calls regarding Eligibility services and make outbound calls as needed.
• Attend community events and represent the organization.
• Identify and refer clients to additional services and community resources.
• Attend training and review all communications to stay current with changes in laws, regulations, and program eligibility requirements.
• Uphold the organization's values by demonstrating professionalism in all actions, job performance, personal conduct, and communications.
• Perform other related duties as assigned.

Requirements

• 3 years Experience working in health care, government, non-profit, or a customer service industry.

Skills

• Strong interpersonal and customer service skills.
• Bilingual (English/Spanish) highly preferred.
• Proficiency in data entry and use of EMR, Microsoft Office Suite, Excel, and Adobe Pro.
• Ability to find and analyze information to choose the best solution.
• Knowledge of financial eligibility processes, regulatory standards, and specialty grants (Ryan White, Title V, PHC, Family Planning).
• Conflict resolution, problem-solving, and critical thinking abilities.
• Ability to work effectively with diverse populations and adjust actions based on client needs.
• Ability to multi-task and maintain attention to detail under pressure.

Location

• Hybrid

Work Type

• Hybrid

Experience Level

• 3 years experience

Education Level

• High School Diploma or equivalent