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As a Health Pro, you can expect the following: When you start, you will receive extensive health care and case management training to ensure you are equipped to support members on complicated healthcare matters. Your primary responsibility is to be an advocate for members requiring guidance across the health benefits environment by helping them navigate questions about their benefits, identify the highest quality and cost-effective providers, understand benefit claims, and be an advocate for the employee across the health ecosystem. You will gather a full understanding of the members’ needs and own the resolution of the customer’s request. Activities include, but are not limited to the following: Gathering information about the reason the customer is seeking support or care; Educating members on benefit programs provided by clients; Translating complex benefit details (e.g., deductibles, coverage limits, prior authorizations) into clear, actionable guidance members can understand and use; Delivering provider recommendations, referral guidance, and connections to clinical or employer‑sponsored programs to support informed care decisions; Completing cost estimates and communicating out‑of‑pocket responsibility, claim results, denials, appeals, and escalation outcomes with accurate expectations and timelines; Explaining prescription formulary options, prescription alternatives, prior authorization outcomes, and available cost‑saving opportunities; Proactively identifying unmet clinical needs and owning the connection to appropriate clinical support and care resources; Connecting members to company sponsored health and benefits programs for specialized care; Providing proactive, timely updates via phone and digital channels and ensuring members feel supported through full case resolution; Navigating medical bill review results, including identified errors and savings achieved, and translating findings into clear, actionable guidance for members; Drafting carrier and client appeals for healthcare services; Coordinating records transfers and authorization requests that require pre-service approval.
Job Responsibility
Be an advocate for members requiring guidance across the health benefits environment by helping them navigate questions about their benefits, identify the highest quality and cost-effective providers, understand benefit claims, and be an advocate for the employee across the health ecosystem
Gather a full understanding of the members’ needs and own the resolution of the customer’s request
Gathering information about the reason the customer is seeking support or care
Educating members on benefit programs provided by clients
Translating complex benefit details (e.g., deductibles, coverage limits, prior authorizations) into clear, actionable guidance members can understand and use
Delivering provider recommendations, referral guidance, and connections to clinical or employer‑sponsored programs to support informed care decisions
Completing cost estimates and communicating out‑of‑pocket responsibility, claim results, denials, appeals, and escalation outcomes with accurate expectations and timelines
Explaining prescription formulary options, prescription alternatives, prior authorization outcomes, and available cost‑saving opportunities
Proactively identifying unmet clinical needs and owning the connection to appropriate clinical support and care resources
Connecting members to company sponsored health and benefits programs for specialized care
Providing proactive, timely updates via phone and digital channels and ensuring members feel supported through full case resolution
Navigating medical bill review results, including identified errors and savings achieved, and translating findings into clear, actionable guidance for members
Drafting carrier and client appeals for healthcare services
Coordinating records transfers and authorization requests that require pre-service approval
Requirements
2 years billing/insurance experience, or 3 years’ experience in a billing/insurance/benefits related role
Ability to work effectively in a remote team environment
Strong problem solving, critical thinking, and analytical skills – ability to comprehend a member’s needs and determine the steps required to complete their request
Exceptional written communication skills – can convey complex concepts in writing for members that are not benefits experts
Strong ability and desire to learn continually in a changing environment
Ability to efficiently organize work activities to meet deadlines
Passion to provide the highest level of client satisfaction
Ability to receive and immediately apply constructive feedback
Proficiency in MS Office suite
Nice to have
Previous healthcare setting experience
Previous benefits and/or HR experience
What we offer
Health, dental and vision coverages starting Day One