Senior Financial Navigation Specialist

This is a fully remote position, open to applicants in New York.

📋 Description

• Develop and execute training initiatives for onboarding, skills refreshers, and updates related to regulations or payers.

• Act as an immediate support resource for staff addressing escalated or intricate financial navigation challenges.

• Create and update workflow documentation, payer reference materials, and tip sheets.

• Assist in ensuring the accurate completion of Good Faith Estimates, self-pay processes, and insurance education efforts.

• Examine patterns in coverage denials or payment delays and provide targeted education based on root cause analysis.

• Collaborate with the CBO and revenue cycle partners to ensure consistency in financial documentation and patient communication.

• Conduct workflow review meetings and case study discussions to promote best-practice sharing and peer learning.

• Stay informed about insurance requirements, coding updates, and federal patient protection laws.

• Offer front-line navigation support during peak periods or staffing shortages.

• Assess training effectiveness and recommend adjustments based on performance metrics and team input.

• Execute additional responsibilities as assigned.

⛳️ Requirements

• High school diploma or an equivalent qualification.

• At least 3 years of experience in healthcare related to financial navigation, benefits counseling, or patient access operations.

• Previous experience in delivering staff education or mentoring is highly preferred.

• Comprehensive understanding of health insurance benefits, CPT/ICD-10 coding, and payer coverage requirements.

• Effective and confident communicator capable of coaching diverse types of learners.

• Strong analytical abilities, time management, and documentation skills.

• Familiarity with Epic workflows and payer portals is a plus.

• Capacity to manage competing priorities and tailor training based on team and regulatory demands.

• A dedicated workspace that supports a healthy work environment.

🏝️ Benefits

• Competitive salary and comprehensive benefits package.

• Opportunities for professional development and continuing education.

• Supportive work culture that values collaboration and innovation.