Financial Adv Team Leader

Job Description

Job Description

Join Our Mission to Transform Lives!

At Rosecrance , we’ve been leading the way in behavioral health services for over a century. Our team empowers individuals and families to overcome substance use and mental health challenges through compassionate care and evidence-based therapies. If you’re ready to make a meaningful impact, we’re ready to welcome you! We are looking for dedicated individuals to join our team and help deliver on our mission of hope and recovery.

We are committed to providing careers that make a difference in the lives of the people we serve and the people we employ. We do this through the work we do, our core mission and values, our employee resources, and especially through our purpose-driven community of opportunity and hope.

Position Purpose: The Financial Advisor Team Leader assists in managing and maintaining client business accounts and serves as a resource to staff, clients, and their families regarding treatment funding options. As the Financial Advisor Team Leader, you are responsible for ensuring the financial account is accurate through initial financial eligibility completion, verification of benefits, and maintenance of the financial account throughout the course of treatment.  Additionally, the Financial Advisor Team Leader will assist with the training and supervision of team members. 

Qualifications/Basic Job Requirements:

• Associate's Degree (preferred)
• High School diploma or GED required
• Employee supervision experience (preferred)
• Extensive experience in insurance verification and benefits coordination
• Strong understanding of commercial, Medicare, and Medicaid plans, including policy limitations, authorization requirements, and coverage guidelines
• Demonstrated ability to review insurance plans, verify eligibility, calculate financial responsibility and collaborate with billing teams to minimize claim denials
• Competence in using common computer applications such as word processing and presentation software, with an emphasis on Microsoft Excel.
• Excellent verbal and written communication skills to accurately complete required documentation within the time frames prescribed
• Demonstrated exceptional organizational skills with a proven ability to manage multiple tasks and projects efficiently
• Belief in the mission and vision of Rosecrance

Essential Responsibilities:

1. Adhere to prescribed work hours set by leadership, and any additional hours deemed necessary for the responsibilities assigned.
2. Complete withheld billing, NTST, ILSR (MH), and Medicaid-pending reports on a routine basis.
3. Manage third-party insurance processing for clients, including the determination and verification of benefits, and conducting financial interviews with clients or guardians.
4. Monitor and follow up on financial commitments from clients or guardians, ensuring consistency of payment commitments throughout the treatment process.
5. Communicate the need for individual case benefit negotiations with the guidance of other stakeholders.
6. Communicate client financial information to staff and ensure adherence to current procedures by notifying them of the correct funding classifications.
7. Provide details of the verification of benefits (VOB) to the client or the client’s family, along  with reviewing funding and payment options.
8. Assist in training new team members on Financial Advisor duties and provide ongoing training on both existing and new processes. Additionally, they offer training to other departments on financial eligibility, funding, and related topics.
9. Assist in supervising the Financial  Advisor team by conducting monthly check-ins, performing annual performance evaluations, and managing employee issues.
10. Provide staff  feedback on performance via team meetings, monthly supervision, and annual reviews, and provide more frequent individual feedback as necessary.
11. Conduct Medicaid/Medicare or other insurance coverage verification and confirm/update Financial Eligibility and Authorizations (as applicable) on all new clients.
12. Verify eligibility for all open clients monthly.
13. Assist clients with the Medicaid Application process as needed.
14. Coordinate and manage payment activities in alignment with client/agency agreements, including receiving  client  payments  and  maintaining  accurate  documentation and handling procedures according to current standard operating procedures (SOP).
15. Maintain accurate funding documentation as related to daily census activity as applicable.
16. Assist clients with the Charity Care application process and track the granting and application of Patient Assistance funds.
17. Process  authorization requests for Medicaid, Managed Medicaid, and commercial insurance promptly in accordance with standard operating procedure.
18. Input authorization details into the Electronic Health Record (EHR) for all applicable guarantors.
19. Manage the batch processing exception report.
20. Manage VOB widget and the timeliness of completing VOB’s.
21. Complete required audits for the Financial Advisor team and KPI tracking.
22. Resolve issues with financial reports by addressing inaccuracies in billing or instances of withheld billing.
23. Perform secure handling of cardholder data, including encryption, data storage limitations, and adherence to security protocols.
24. Participate in mandatory Payment Card Industry (PCI) training, access controls, and regular security assessments, all aligned with PCI Data Security Standard (DSS) guidelines.
25. Coordinate  and  distribute  worklists  and  reports  for  the  team,  assess  the  timeliness  of report completion, and reallocate resources as needed to ensure deadlines are met.
26. Coordinate with other stakeholders on co-pays, deductibles, spenddowns, etc.
27. Manage special payment terms for any approved client discounts.
28. Participate in the monthly finance team meetings.
29. Provide appropriate documentation and reports designed to assist in the fiscal management of the agency.
30. Understand and comply with all the principles established by the Rosecrance Corporate Compliance Program and Code of Ethics.
31. Perform  all  responsibilities  in  compliance  with  the  mission,  vision,  values, and  expectations of Rosecrance.
32. Deliver exceptional customer service consistently to every customer.
33. Serve  as  a  role  model  for  other  staff,  clients, and  customers  and  demonstrate  positive  guest relations in representing Rosecrance.
34. Assume other related responsibilities as assigned by management.

Schedule:   Monday-Friday, 8:00AM-5PM

Work Location:  Rosecrance Jackson Centers Main- Sioux City, Iowa 51101

Work Mode: On-site

Compensation & Rewards:

• Pay: (based on education and experience)

 Starting pay:  $23.68 per hour

Our Benefits

Rosecrance values its employees and offers a comprehensive benefits package for you and your family:

• Medical, dental, and vision insurance (multiple plan options to meet your needs)
• 401(k) with employer match & discretionary contribution
• Group Life Insurance, LTD and AD&D
• Tuition assistance & licensure/certification reimbursement
• Paid Time Off, sick time, bereavement leave
• Referral program earning up to $1,000 per hire!
• Wellness program, including an on-site gym at select facilities
• Discounts at participating retailers
• Daily pay available through UKG Wallet for financial flexibility

Physical Requirements/Percentage of Work Time:

1. Vision: Must be able to read printed and/or handwritten materials from a variety of sources: 75-100%
2. Hearing: Must be able to hear well enough to communicate with coworkers: 50-79%; answer incoming phone calls: 25-49%; interact with the public: 25-49%
3. Standing/Walking/Mobility: Must have mobility between departments within the facility: 25-49%
4. Climbing/Stooping/Kneeling: 0-24%
5. Lifting/Pulling/Pushing : Must exert up to 20 pounds of force occasionally and/or up to 5 pounds of force frequently to lift or move objects: 25-49%
6. Fingering/Grasping/Feeling : Must be able to finger keyboard for computer work and phone equipment for placing/receiving calls: 50-74%
7. Sitting: must be able to sit for prolonged periods of time when using the computer: 25-49%

Environment:

Exposure to bloodborne pathogens requiring the use of universal precautions and/or personal protective equipment.

Exposure to computers.

Our Health and Safety Commitment

We maintain a zero-tolerance drug-free environment, including marijuana, to prioritize safety for staff and clients. All candidates must pass an occupational health screening, ensuring a secure and healthy workplace.

Equal Employment Opportunity

Rosecrance is an equal opportunity employer and values diversity in the workplace. We do not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, veteran status, or any other legally protected status. Our hiring decisions are based solely on qualifications, skills, and experience relevant to the requirements of the position.

Our Partnerships

• AARP Employer Pledge Program
• MSEP (Military Spouse Employment Partnership).

Ready to Make a Difference?
Apply today and be part of something bigger! Your role at Rosecrance will help transform lives—starting with your own.

Disclaimer:

The above examples are intended only as illustrations of various types of work performed in this position.

The omission of specific statements or duties does not exclude them from this position if the work is similar, related or a logical assignment to the position.

Requirements are representative of the minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee will possess the abilities or aptitude to perform each duty proficiently.

All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.