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Patient Financial Navigator II

Company: Ursus, Inc.
Location: Cypress
Posted on: May 24, 2023

Job Description:

JOB TITLE: Patient Financial Navigator II

LOCATION: Fully Remote

DURATION: 6+ Contract to hire

PAY RATE: $43-$48/Hour


Our Client, a leading Digital Healthcare Company, is seeking a Patient Financial Navigator to join their team.

The role of the Patient Financial Navigator is to provide an outstanding call experience to patients and providers. A Patient Financial Navigator investigates patient insurance, benefit coverage, and estimates out-of-pocket costs, as well as navigates patients through financial responsibilities and payment options/relief.


  • Answering inbound calls of our Advocacy Call Center
  • Make outbound phone calls to patients to review out-of-pocket costs and discuss payment options
  • Update records with the complete patient and insurance information
  • Maintain confidentiality of patient data and medical records in compliance with HIPAA regulations
  • Provide an estimate of the potential patient responsibility based upon the benefits coverage
  • Document in Salesforce all details surrounding patient's healthcare benefit coverage and recommend appropriate payment options, if needed.
  • Deliver on challenging work objectives, including meeting daily, weekly and/or monthly productivity metrics
  • Other duties as assigned


    • 2-3 years of experience providing patient communications and financial counseling for a healthcare provider, preferably in a call center environment
    • Excellent communication and customer service skills with a focus on assisting patients in a healthcare environment
    • High school diploma required. Bachelor's Degree or relevant experience in healthcare preferred
      Self-awareness to find creative solutions to remote challenges
      Experience with Customer Relationship Management software; preferred
      Must be flexible, able to adapt quickly and positively to change, able to handle a fast-paced growth company environment.
      Demonstrated commitment to helping people and resolve issues including those that require independent thinking and sound judgment skills not covered specifically in manuals or procedures


Keywords: Ursus, Inc., Cypress , Patient Financial Navigator II, Accounting, Auditing , Cypress, California

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