Financial Advocate

Job Description

Job Description

Your Role:

• This is a full-time, in-person role
• Hours: 8 hour shift, Monday to Friday
  • South Jordan, UT office

The Company You’ll Join

OCD Anxiety Centers has a true passion for bringing help and hope to some of the most underserved clinical populations. We strive to change the lives of individuals and their families who have been suffering from unrelenting anxiety, disturbing and terrifying thoughts, uncontrollable worry, exhausting behaviors and rituals, and avoidance that keeps them from living their lives. We are an evidence-based practice, which means we do what works, we stay up to date with scientific research, and we regularly attend international training to keep us at our very best.

Our Investment in You

• A competitive base salary with performance-based bonuses
• 401k match
• Core benefits: medical/dental/vision, with the company contribution to medical benefit for employee
• Company-paid employee life insurance
• Voluntary benefits
• Paid time off includes 15 days (120 hours) of “Paid Time Off”, 5 days (40 hours) of “Sick Time”, and 9 days (72 hours) “Company holiday” pay
• Paid specialized ongoing training, strengthening your skills, experiences, and connections that will help advance your career

The Team You’ll Work With

The success of our organization is dependent on the trust and confidence we earn from our employees, clients, and community. Our values are connected to our work at OCD Anxiety Centers and are measured against the highest possible standards of ethical business conduct:

• Growth
• Proactivity
• Positivity
• Results Driven

We set the bar that high for practical and aspirational reasons. Candidates with similar ethical standards, who have the ability to adapt in a fast-moving working culture, and are committed to providing excellent client service are encouraged to apply.

Job Summary

We are seeking a compassionate, detail-oriented Financial Advocate to join our team in South Jordan, Utah. This position serves as a crucial support for clients and families navigating the financial aspects of their care. The Financial Advocate is responsible for reviewing insurance coverage, providing cost estimates, helping clients understand their financial obligations, and collaborating with internal teams to promote smooth billing and admissions processes. You will proactively manage patient financial accounts, monitor treatment days and denials, and ensure continued access to clinically recommended treatment whenever possible. This role requires strong communication skills, excellent organization, a solid understanding of insurance benefits, and a client-centered approach. Ideal for someone who thrives at the intersection of financial coordination and empathetic support.

Roles & Responsibilities

Client Financial Education & Support

• Meet with clients to review insurance benefits and provide individualized cost estimates based on current coverage and treatment plans.
• Clearly explain deductibles, copays, coinsurance, and other insurance-related terms to improve client understanding.
• Proactively educate clients on their financial responsibilities at intake, during care transitions, and at discharge.
• Set up automated payment plans or secure full payment prior to treatment start.

Account Management

• Monitor and update clients on changes to their insurance coverage or benefits.
• Revise and maintain payment plans based on evolving client needs or insurance adjustments.
• Track recurring payments, declined cards, and outstanding balances.
• Collaborate with clients nearing discharge to reconcile accounts and finalize payment responsibilities.

Customer Service & Communication

• Respond promptly and professionally to client questions or concerns about financial matters, via phone, email, or in person.
• Serve as the liaison between clients, billing teams, and insurance companies to ensure accurate communication and coordination.
• Maintain a warm, supportive, and nonjudgmental approach when discussing sensitive financial topics with clients and families.

Collaboration & Documentation

• Partner with clinical, admissions, and billing teams to ensure accurate and up-to- date financial communication throughout treatment.
• Attend weekly Admissions and Billing meetings and communicate relevant financial updates.
• Document all client interactions and updates in the EHR system in a timely and detailed manner.
• Contribute to the development of financial education materials for clients.
• Create and maintain a process manual and training materials for future team members.
• Assist in the development of educational materials or tools to help clients better understand the financial aspects of their care.

Qualifications
Education and Experience:

• High school diploma or equivalent (required); Associate’s or Bachelor’s degree in a healthcare, finance, or human services-related field (preferred).
• Minimum of 2 years of experience in medical billing, financial counseling, healthcare customer service, or a related role.
• Must have a solid working knowledge of insurance concepts, including deductibles, coinsurance, copays, and out-of-pocket maximums, with the ability to clearly and accurately explain these terms to clients.

Technical Skills:

• Familiarity with insurance verification processes and EHR systems (Lightning Step experience preferred).

• Ability to read and interpret Explanation of Benefits (EOBs), understand benefit breakdowns, and assist clients in evaluating their financial obligations.

• Proficient in Microsoft Office (Word, Excel, Teams) and general computer literacy.

Soft Skills:

• Excellent verbal and written communication skills.
• Empathetic, patient-focused mindset with a commitment to excellent service.
• Strong organizational skills and ability to prioritize in a dynamic environment.
• Ability to handle sensitive information with confidentiality and professionalism.

Key Performance Indicators (KPIs)

• Client cost estimate delivery within 48 hours of insurance verification.
• Payment plans established or updated within 24 hours of request.
• Client financial inquiry resolution within 1 business day.
• 100% of clients discharged with a reviewed and documented financial summary.
• Unauthorized treatment days tracked and reported accurately.
• Completion of internal process manual and new-hire training plan.

Please note: When you achieve any of the above key indicators, your supervisor will counsel with you to set a new goal.

Disclaimer

OCD Anxiety Centers has not designed this job description to contain a comprehensive list of activities, duties, or responsibilities required of the employee. Furthermore, OCD Anxiety Centers reserves the right to change or assign new duties, responsibilities, and activities at any time, with or without notice.

Equal Employment Opportunity Commission (EEOC) statement

OCD Anxiety Centers is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, genetics, disability, political affiliation, personal appearance, family responsibilities, or any other legally protected class under federal, state, or local law. This applies to all aspects of employment, including recruitment, hiring, job assignments, promotions, working conditions, scheduling, benefits, wage and salary administration, disciplinary action, termination, social, educational, and recreational programs.

Learn More

-us/