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The Patient Access Representative II – Insurance Verification is responsible for advanced insurance verification, authorization coordination, and financial clearance functions. This role supports complex cases and serves as a resource for junior staff, ensuring accurate and timely processing of patient access workflows. The Representative II demonstrates a high level of proficiency in payer requirements, EHR systems, and patient communication.
Job Responsibility:
Verify insurance eligibility and benefits for complex and high-priority cases using payer portals and electronic tools
Obtain and document prior authorizations, including peer-to-peer requests and escalations
Coordinate with clinical departments and physician offices to ensure accurate procedure and diagnosis coding
Provide mentorship and training to Patient Access Representative I staff
Assist in resolving escalated patient inquiries and insurance issues
Ensure accurate and complete patient registration and financial documentation
Collect co-pays, deductibles, and outstanding balances
establish and monitor payment plans
Maintain compliance with HIPAA, organizational policies, and payer regulations
Participate in quality improvement initiatives and workflow optimization projects
Performs related duties as assigned
Requirements:
Two (2) years of experience in a healthcare setting with a focus on insurance verification or patient access
Advanced knowledge of insurance plans, medical terminology, and healthcare billing practices
Strong communication and customer service skills with the ability to de-escalate complex situations
Proficiency in EHR systems, payer verification tools, and Microsoft Office Suite
Ability to multitask, prioritize, and manage time effectively in a fast-paced environment
Attention to detail and accuracy in data entry and documentation
Demonstrated leadership and mentoring capabilities