Insurance Verification Specialist

The Insurance Verification Specialist supports Charlie Health’s admissions and revenue cycle operations by verifying insurance benefits for new and returning patients. This role ensures accurate policy reviews, complete insurance documentation, and timely communication of benefit details that impact patient responsibility and reimbursement.

The specialist reviews payer policies, identifies special policy clauses, documents coverage information in Salesforce, educates patients and internal teams on insurance-related issues, and investigates escalated billing inquiries or inaccuracies. This position requires strong attention to detail, confidentiality, healthcare billing knowledge, and the ability to communicate clearly with payers, patients, families, and internal teams.

### Key Responsibilities

* Verify insurance benefits for new and returning patients
* Review insurance policy details with payers
* Ensure insurance information is accurate and complete
* Document insurance details in Salesforce
* Identify referral or insurance issues
* Inform internal teams of required support actions
* Identify special policy clauses
* Support financial and admissions decision-making
* Educate patients and families on insurance issues
* Educate internal teams on insurance-related concerns
* Identify third-party financial benefits
* Route cases to financial counseling or revenue cycle teams
* Support admissions and revenue cycle teams
* Investigate escalated billing inquiries
* Resolve insurance inaccuracies
* Complete additional duties as assigned

### Requirements

* 3–5 years related healthcare administrative, financial, insurance, customer service, claims, billing, call center, or management experience
* Knowledge of medical billing practices
* Knowledge of office policies and procedures
* Strong confidentiality practices
* Strong written communication skills
* Strong verbal communication skills
* Strong organizational skills
* High attention to detail
* Ability to maintain integrity and confidentiality of medical information

### Preferred Qualifications

* Insurance verification experience
* Behavioral health experience
* Salesforce experience
* Benefits verification experience
* Revenue cycle experience
* Patient access experience
* Claims or billing experience
* Healthcare call center experience

### Benefits

* Comprehensive benefits for full-time exempt employees
* Remote work opportunity
* Behavioral health industry experience
* Career growth opportunities
* Mission-driven healthcare environment

### Phone Level Breakdown

* Payer verification calls: Moderate
* Patient/family insurance education: Moderate
* Internal team communication: Moderate
* Salesforce documentation: High
* Benefits review: High
* Billing inquiry research: Moderate

### Best Fit For

Candidates with experience in insurance verification, benefits verification, patient access, medical billing, claims, healthcare customer service, revenue cycle, payer communication, Salesforce documentation, behavioral health administration, and insurance policy review.