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Financial Navigator

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Advocate Health Care

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Location:
United States , Charlotte

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Category:
Customer Service

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Contract Type:
Not provided

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Salary:

20.80 - 31.20 USD / Hour
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Job Responsibility:

  • Completes referrals for patients and coordinates with referring and receiving practices and/or departments
  • May coordinate and prepare financial estimates for patients
  • Obtains all authorizations needed
  • Directs patients to providers in their insurance plan
  • Reviews benefits and educates patient on insurance coverage
  • Coordinates and schedules surgical procedures, diagnostic testing, or other services within various departments with internal and ancillary providers
  • Reviews schedules and confirms schedules are accurate and time is properly allocated
  • Follows up on all referrals to ensure no care gaps

Requirements:

  • High School Diploma or GED required
  • Computer experience required
  • Thorough understanding of Insurance coverage (FSC/Coverage/Plan types) and Medical Necessity policies preferred
  • Knowledge of medical records software preferred
  • Customer service experience required

Nice to have:

  • Thorough understanding of Insurance coverage (FSC/Coverage/Plan types) and Medical Necessity policies
  • Knowledge of medical records software
What we offer:
  • Paid Time Off programs
  • Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
  • Flexible Spending Accounts for eligible health care and dependent care expenses
  • Family benefits such as adoption assistance and paid parental leave
  • Defined contribution retirement plans with employer match and other financial wellness programs
  • Educational Assistance Program

Additional Information:

Job Posted:
February 22, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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