Financial Intake Specialist
Kearny, NJ Kearny, NJ Full-time Full-time From $20 an hour From $20 an hour 22 hours ago 22 hours ago 22 hours ago The Financial Specialist is responsible for meeting with all incoming clients to go over member responsibility and financial documentation to complete the admissions and intake process.
The Financial Specialist should have the ability to exercise good judgement in a variety of situations, strong written and verbal communication skills, organization skills, and the ability to effectively multitask while paying attention to detail.
DUTIES AND RESPONSIBILITIES 1.
Facilitates appointments with all admitted clients to complete financial documentation 2.
Assists clients in updating their Coordination of Benefits with the insurance companies when applicable 3.
Types and performs data entry in Salesforce, QuickBooks, and Kipu.
4.
Effectively utilizes available resources:
Availity, Provider Portals, Salesforce, QuickBooks, Adobe Sign, Outlook, and Kipu.
5.
Reviews and completes data entry for third-party vendor invoices Collects credit card authorization forms for all clients making a financial contribution to their treatment episode.
If the authorization form was not received prior to admission, follow up is made with the client or financially responsible party to collect on private pay treatment fees or member responsibility.
Collects credit card authorization forms for all applicable third-party vendors Facilitates conference calls with the financially responsible party to resolve any payment processing issues Establishes and maintains effective working relationships with the facility staff and health professional affiliates 10.
Follows HIPAA regulations regarding client information.
11.
Understands federal and state requirements regarding client confidentiality and the principles of maintaining protected health information (PHI).
12.
Communicates and works effectively with all Financial Specialist team members and supervisors.
13.
Attends and participate in company meetings and training.
14.
Correctly documents his/her hours into Zinnia Health's webclock system 15.
Follows and conforms to Zinnia Health's drug and alcohol work policy 16.
Always practices customer service etiquette.
Qualifications:
To successfully fulfill this role, the individual shall perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.
DEPENDABILITY - Employee can be counted on to complete assigned tasks in a timely manner with little supervision.
Accepts responsibility when necessary to see that the job gets done.
2.
ATTENDANCE AND PUNCTUALITY - Is prompt and on time for work, assignments and meetings.
Notifies supervisor prior to lateness or absence.
Understands that excess absences pose a hardship on other employees.
3.
JOB SKILLS AND KNOWLEDGE - Employee understands and displays the ability to utilize all required systems including Salesforce, KIPU, and Call Tracking Metrics 4.
Employee works cooperatively with other community resources and referral sources to coordinate services to clients.
5.
QUANTITY AND QUALITY OF WORK - Cares about the quality and accuracy of work being produced and inputted in Salesforce, KIPU and Call Tracking Metrics.
Accepts responsibility for completing job tasks.
Uses time productively and efficiently.
6.
ATTITUDE - Demonstrates a cooperative, positive, and enthusiastic attitude toward fellow employees, clients and visitors.
Maintains a positive attitude in carrying out assignments and is helpful and courteous to fellow employees.
7.
CONFIDENTIALITY - Know and follows confidentiality law and procedures at all times.
8.
COMMUNICATION SKILLS-Is effective in written and oral expression.
Demonstrates proper telephone etiquette and able to communicate easily with clients, referral sources, and visitors in an appropriate manner.
Relates to clients and co-workers in a respectful and professional manner.
9.
CONDUCT - Conducts one's self in a manner consistent with the agency's code of ethics and code of conduct.
Shows professionalism in office setting.
10.
FLEXIBILITY / HANDLING EMERGENCIES - Responds well to changing situations or routines.
Handles crisis situation calmly and professionally.
COMPETENCIES To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position.
1.
Analytical--the individual synthesizes complex or diverse information.
2.
Problem solving--the individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.
Utilizes available resources to answer questions and provide solutions 3.
Oral communication--the individual speaks clearly and persuasively in positive or negative situations, demonstrates customer service etiquette 4.
Organization--the individual is able to maintain client records in an organized fashion 5.
inspires and motivates others to perform well and accepts feedback from others.
6.
Management skills--the individual includes staff in planning, decision-making, facilitating and process improvement; makes self-available to staff; provides regular performance feedback; and develops subordinates' skills and encourages growth.
7.
Quality management--the individual looks for ways to improve and promote quality and demonstrates accuracy and thoroughness when entering information into KIPU, Salesforce & Call Tracking Metrics 8.
Judgment - the individual displays willingness to make decisions, exhibits sound and accurate judgment, and makes timely decisions.
9.
Planning/organizing--the individual prioritizes and plans work activities, uses time efficiently and develops realistic action plans.
10.
Safety and security--the individual observes safety and security procedures and uses equipment and materials properly.
Follows HIPAA regulations regarding client information MINIMUM QUALIFICATIONS Education / Experience 1.
High School Diploma Required 2.
Higher level education preferred CERTIFICATES AND LICENSES 1.
No certificate or license is required for this position.
KNOWLEDGE 1.
Technical Phone skills 2.
Proven experience in treatment and recovery information dissemination.
3.
Computer expertise - basic WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Noise Level - usually quiet Physical Demands - employee is frequently required to sit; employee must occasionally lift and / or move up to 25 pounds Employee Signature:
Employee Print (Name):
Date:
Job Type:
Full-time Pay:
From $20.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Life insurance Tuition reimbursement Vision insurance Schedule:
8 hour shift Day shift Weekend availability Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
The Financial Specialist should have the ability to exercise good judgement in a variety of situations, strong written and verbal communication skills, organization skills, and the ability to effectively multitask while paying attention to detail.
DUTIES AND RESPONSIBILITIES 1.
Facilitates appointments with all admitted clients to complete financial documentation 2.
Assists clients in updating their Coordination of Benefits with the insurance companies when applicable 3.
Types and performs data entry in Salesforce, QuickBooks, and Kipu.
4.
Effectively utilizes available resources:
Availity, Provider Portals, Salesforce, QuickBooks, Adobe Sign, Outlook, and Kipu.
5.
Reviews and completes data entry for third-party vendor invoices Collects credit card authorization forms for all clients making a financial contribution to their treatment episode.
If the authorization form was not received prior to admission, follow up is made with the client or financially responsible party to collect on private pay treatment fees or member responsibility.
Collects credit card authorization forms for all applicable third-party vendors Facilitates conference calls with the financially responsible party to resolve any payment processing issues Establishes and maintains effective working relationships with the facility staff and health professional affiliates 10.
Follows HIPAA regulations regarding client information.
11.
Understands federal and state requirements regarding client confidentiality and the principles of maintaining protected health information (PHI).
12.
Communicates and works effectively with all Financial Specialist team members and supervisors.
13.
Attends and participate in company meetings and training.
14.
Correctly documents his/her hours into Zinnia Health's webclock system 15.
Follows and conforms to Zinnia Health's drug and alcohol work policy 16.
Always practices customer service etiquette.
Qualifications:
To successfully fulfill this role, the individual shall perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.
DEPENDABILITY - Employee can be counted on to complete assigned tasks in a timely manner with little supervision.
Accepts responsibility when necessary to see that the job gets done.
2.
ATTENDANCE AND PUNCTUALITY - Is prompt and on time for work, assignments and meetings.
Notifies supervisor prior to lateness or absence.
Understands that excess absences pose a hardship on other employees.
3.
JOB SKILLS AND KNOWLEDGE - Employee understands and displays the ability to utilize all required systems including Salesforce, KIPU, and Call Tracking Metrics 4.
Employee works cooperatively with other community resources and referral sources to coordinate services to clients.
5.
QUANTITY AND QUALITY OF WORK - Cares about the quality and accuracy of work being produced and inputted in Salesforce, KIPU and Call Tracking Metrics.
Accepts responsibility for completing job tasks.
Uses time productively and efficiently.
6.
ATTITUDE - Demonstrates a cooperative, positive, and enthusiastic attitude toward fellow employees, clients and visitors.
Maintains a positive attitude in carrying out assignments and is helpful and courteous to fellow employees.
7.
CONFIDENTIALITY - Know and follows confidentiality law and procedures at all times.
8.
COMMUNICATION SKILLS-Is effective in written and oral expression.
Demonstrates proper telephone etiquette and able to communicate easily with clients, referral sources, and visitors in an appropriate manner.
Relates to clients and co-workers in a respectful and professional manner.
9.
CONDUCT - Conducts one's self in a manner consistent with the agency's code of ethics and code of conduct.
Shows professionalism in office setting.
10.
FLEXIBILITY / HANDLING EMERGENCIES - Responds well to changing situations or routines.
Handles crisis situation calmly and professionally.
COMPETENCIES To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position.
1.
Analytical--the individual synthesizes complex or diverse information.
2.
Problem solving--the individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.
Utilizes available resources to answer questions and provide solutions 3.
Oral communication--the individual speaks clearly and persuasively in positive or negative situations, demonstrates customer service etiquette 4.
Organization--the individual is able to maintain client records in an organized fashion 5.
inspires and motivates others to perform well and accepts feedback from others.
6.
Management skills--the individual includes staff in planning, decision-making, facilitating and process improvement; makes self-available to staff; provides regular performance feedback; and develops subordinates' skills and encourages growth.
7.
Quality management--the individual looks for ways to improve and promote quality and demonstrates accuracy and thoroughness when entering information into KIPU, Salesforce & Call Tracking Metrics 8.
Judgment - the individual displays willingness to make decisions, exhibits sound and accurate judgment, and makes timely decisions.
9.
Planning/organizing--the individual prioritizes and plans work activities, uses time efficiently and develops realistic action plans.
10.
Safety and security--the individual observes safety and security procedures and uses equipment and materials properly.
Follows HIPAA regulations regarding client information MINIMUM QUALIFICATIONS Education / Experience 1.
High School Diploma Required 2.
Higher level education preferred CERTIFICATES AND LICENSES 1.
No certificate or license is required for this position.
KNOWLEDGE 1.
Technical Phone skills 2.
Proven experience in treatment and recovery information dissemination.
3.
Computer expertise - basic WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Noise Level - usually quiet Physical Demands - employee is frequently required to sit; employee must occasionally lift and / or move up to 25 pounds Employee Signature:
Employee Print (Name):
Date:
Job Type:
Full-time Pay:
From $20.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Life insurance Tuition reimbursement Vision insurance Schedule:
8 hour shift Day shift Weekend availability Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
