Financial Navigator Associate Lead

The Financial Navigator Lead, reporting to the Executive Director of Physician Practice Management or Clinic Director, oversees the onboarding of new Insurance Verification Representatives, Financial Navigators, and Reception roles. The Lead supervises and guides the team to help patients and staff navigate financial and insurance issues, working closely with clinics, pharmacy, and billing. The Lead manages the daily operations of an insurance verification team, ensuring accuracy, efficiency, and compliance with healthcare regulations, acting as a subject‑matter expert and point of escalation for complex issues.

The Lead champions change and process improvement opportunities within the department and partners with leadership to set standards and execute improvement plans.

• Provide supervision, training, support, and mentoring to new financial, insurance, and reception staff in Ambulatory and Specialty offices at SRHC and Affiliates.
• Train and support staff on prior authorizations, insurance verification for outpatient procedures and services, process improvement, and resolving complex cases involving finance, insurance, and billing while ensuring quality care.
• Act as a point person for issues involving insurance or patient socio‑economic challenges to improve the patient experience.
• Maintain a detailed understanding of healthcare insurance policies, medical benefits, medical terminology, and pharmacy benefits, and coordinate and communicate patient updates to care teams to assist in optimizing patient outcomes.

• High School Diploma or equivalent.
• Three years of relevant work experience with a strong healthcare insurance background.
• Medical billing for physician services preferred.

Schedule-Shift-Hours Full Time - Day Shift - M-F