Lead Advocate, Full Time

Make a real difference in patients’ lives—join Elevate Patient Financial Solutions as a Patient Advocate Team Lead and help guide individuals through their healthcare financial journey. This full-time position is located 100% onsite at a hospital in {San Francisco, CA} , with a Monday-Friday schedule from 8:00 AM to 4:30 PM . Driving required, must have valid Driver's License.
Bring your passion for helping others and grow with a company that values your impact. In 2024, our Advocates helped over 823,000 patients secure the Medicaid coverage they needed. Elevate’s mission is to make a difference. Are you ready to be the difference?
As a Patient Advocate Team Lead , you play a vital role in guiding uninsured hospital patients through the complex landscape of medical and disability assistance. This onsite, hospital-based role places you at the heart of patient financial advocacy—meeting individuals face-to-face, right in their hospital rooms, to guide them through the process of identifying eligibility and applying for financial assistance. Your presence and empathy make a real difference during some of life’s most vulnerable moments. The Team Lead provides mentoring to Patient Advocates and communicates with clients to ensure effective functioning of the operation.
Essential Duties And Responsibilities

Manage follow up and resolution of complex cases or those requiring the appeals process

Act as a mentor for other Patient Advocates and assisting in the training process for new staff

Being a resource for Patient Advocates questions related to process, programs, payers, etc.

Escalate any problems or concerns to Supervisor, Regional Director and/or Director of Operations

Screen uninsured hospital patients in an effort to find government programs to cover medical expenses

Complete the appropriate applications and following through until approved

Detailed, accurate and timely documentation in applicable Company programs and the hospital systems on all cases worked

Provide exceptional customer service skills at all times

Participate in ongoing trainings in order to apply the content learned in dealings with patients and cases

Maintain work queue of patient accounts, as assigned

Collaborate with hospital staff, case managers, social workers, financial counselors

Attend assigned meetings with the client as needed

Assist in preparation of any reports that will be distributed to the client

Provide mentorship to other advocates as assigned by Project Manager

Other duties as assigned.

Qualifications And Requirements

High School Diploma or GED required

Some college coursework preferred

Case management experience preferred

Adaptability when dealing with constantly changing processes, computer systems and government programs

Experience working with state and federal programs

Critical thinking skills

Ability to maneuver throughout the hospital and patients’ rooms for up to 8 hours per day

Proficient experience utilizing Microsoft Office Suite with emphasis on Excel and Outlook

Exemplary communication skills, both orally and written, to a variety of individuals

Ability to multitask and ability to function and make appropriate decisions in a fast-paced environment

Remote and Hybrid positions require a home internet connection that meets the company’s upload and download speed criteria.

Benefits

Medical, Dental & Vision Insurance

401K (100% match for the first 3% & 50% match for the next 2%)

15 days of PTO

7 paid Holidays

2 Floating holidays

1 Elevate Day (floating holiday)

Pet Insurance

Employee referral bonus program

Teamwork: We believe in teamwork and having fun together

Career Growth: Gain great experience to promote to higher roles

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, location, specialty and training. This pay scale is not a promise of a particular wage.
The job description does not constitute an employment agreement between the employer and Employee and is subject to change by the employer as the needs of the employer and requirements of the job change.
ElevatePFS is an Equal Opportunity Employment
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