Insurance Specialist

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.