Eligibility Specialist I

Savista • Dallas, TX

2d • Onsite

About The Position

As an Eligibility Specialist I, you’ll get to make a difference in patients’ lives every day! You will be a lifeline for patients navigating some of the most stressful moments of their healthcare journey. In this role, you’ll meet directly with patients and families, listen to their stories, and help them access financial assistance programs that can remove barriers to receiving essential medical care. You’ll use your compassion, communication skills, and problem‑solving abilities to guide patients’ step‑by‑step through applications for Medicaid, Medicare, disability, and hospital charity programs. Every interaction you have helps someone understand their options, feel supported, and move forward with confidence. If you’re motivated by meaningful, people‑centered work – and you want a role where your efforts make a clear and immediate difference – this position offers the opportunity to build relationships, grow your skills, and positively impact patient lives every day.

Requirements

• High school diploma or GED
• Proficiency in English and Spanish
• 1+ years of experience in a customer-facing role (financial counseling, healthcare, social services, or similar environments preferred).
• Basic knowledge of state and federal assistance programs such as Medicaid, Medicare, and Social Security Disability.
• Strong organizational skills with the ability to handle multiple priorities and maintain accuracy and attention to detail.
• Ability to explain complex information clearly and empathetically.
• Comfort working in fast-paced environments with changing priorities
• Genuine care for patients’ needs and concerns.
• Reliable transportation and a valid driver’s license.
• Occasional local travel may be required based on operational needs.

Responsibilities

• Serve as a patient advocate, meeting with patients in-person, including bedside, to assess eligibility for financial assistance programs.
• Guide patients through complex application processes for programs such as Medicaid, Medicare, Disability, and hospital charity care, ensuring timely submission of accurate documentation.
• Collaborate across teams, acting as a liaison between patients, hospital staff, and government agencies to secure coverage and resolve eligibility issues.
• Manage a high case load effectively, prioritizing tasks, following up on pending applications, and meeting deadlines while also adhering to productivity and quality expectations.
• Communicate with clarity and empathy, explaining financial responsibilities and assistance options in ways that patients can understand.
• Maintain accurate and confidential records, ensuring compliance with HIPAA and organizational policies.
• Use multiple systems and tools to document, track, and report on patient information.
• Support operational needs, including providing limited staffing coverage at nearby hospital locations as needed.
• Complete special projects, as assigned.

Benefits

• medical
• dental
• vision
• HSA and FSA accounts
• short-term and long-term disability insurance
• accident insurance
• hospital indemnity insurance
• critical illness insurance
• life insurance
• supplemental insurance
• spouse and dependent life insurance
• pet insurance
• legal insurance
• 401(k) with company match
• company HSA contributions
• access to certified financial planners
• 17 days PTO for full-time colleagues with increases based on tenure
• 9 paid holidays
• 40 hours of paid volunteer time each year through our Heart & Soul program
• premium LinkedIn Learning access
• our SOAR development program
• free Calm Premium subscription for meditation, stress relief, and sleep support
• access to our Colleague Assistance Program (EAP) that provides access to licensed professional counselors and work/life resources
• Perk Spot
• discounted cell‑phone plans through Previ
• home/auto insurance discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED