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Personal Financial Advisor
Wauwatosa, WI
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Lutheran Counseling and Family Services of Wisconsin
Insurance Verification clerical
Pay: $21.57–$22.49/hr
Posted: 1 week ago
Location: Wauwatosa, WI (Onsite)
Last Updated: 1 week ago
Hours: Full-Time
Expires: 10/7/2026
Job Description
Insurance Verification clerical 3.0 3.0 out of 5 stars 3800 North Mayfair Road, Wauwatosa, WI 53222 $21.57 - $22.49 an hour - Full-time Lutheran Counseling and Family Services of Wisconsin 4 reviews $21.57 - $22.49 an hour - Full-time Join Our Team! We are looking for a dependable, organized, and detail-oriented client team member to join our group. This is an important role in keeping our behavioral health practice running smoothly while ensuring clients receive accurate information about their benefits and financial responsibilities. The ideal candidate is someone who enjoys working with people, is comfortable handling insurance and billing details, and can manage multiple priorities in a small, collaborative office environment. We provide outpatient mental health services, AODA counseling, in-school counseling and adoption agency. Daily Scheduling & Client Payments Review and print the daily therapist schedule. Review each appointment for applicable copay, deductible, and coinsurance amounts. Collect copayments for virtual appointments. Ensure completed appointments are properly processed through practice billing software. Monitor client balances and outstanding accounts. Work with our third-party billing company to answer questions and resolve billing-related issues. Insurance & EAP Responsibilities Verify EAP benefits and requirements. Explain estimated copays, deductibles, coinsurance, and other client financial responsibilities. Obtain prior authorizations when required. Track authorization end dates and follow up before authorizations expire. Verify Medicaid eligibility monthly and monitor for HMO/managed-care changes. Complete and submit required EAP paperwork. Client Records & Compliance Ensure client paperwork is complete, accurate, current, and compliant with practice requirements. Follow up on missing information and obtain required information. Maintain confidentiality and handle sensitive client and insurance information appropriately. Front Desk & Team Support Provide phone coverage and answer calls by the third ring when the primary front desk staff member is unavailable or assisting another caller. Provide backup support for front-desk and administrative duties as needed. Cross-train in other support staff positions to ensure smooth office operations when team members are on vacation or otherwise absent. Work collaboratively with a small team and assist with additional duties as assigned. Back up verifying insurance eligibility and benefits What We're Looking For Experience in healthcare, behavioral health, insurance verification, medical office administration, or a related field is required. Strong organizational and time-management skills. Excellent communication and customer-service skills. Exceptional attention to detail and accuracy. Ability to manage multiple priorities in a fast-paced environment. Comfortable discussing insurance benefits and client financial responsibilities. Ability to maintain confidentiality and handle sensitive information professionally. Strong follow-through and problem-solving skills. Team-oriented attitude with a willingness to help wherever needed. Experience with billing, scheduling You will play an important part in creating a positive client experience while helping our therapists and administrative team stay organized and ensuring insurance and documentation requirements are handled correctly. If you are organized, compassionate, dependable, and enjoy being part of a close-knit team, we'd love to hear from you!
Employment Type:
Full-time Schedule:
Monday -
Friday Location:
3800 N. Mayfair Rd., Wauwatosa, WI 53222 Excellent comprehensive employee benefits package. Including pension, 403(b), health insurance, dental, vision, disability, life, EAP and more!
Pay:
$21.57 - $22.49 per hour
Benefits:
403(b) 403(b) matching Dental insurance Disability insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Retirement plan Vision insurance