Eligibility Specialist II (Bilingual Required)

Savista • La Palma, CA

21d • Onsite

About The Position

Savista is hiring a full-time, non-exempt Eligibility Specialist II to help patients access financial assistance and healthcare coverage. The specialist meets with patients and families, conducts advanced eligibility screenings, and guides them through applications for Medicaid, Medicare, disability, hospital charity care, and other funding programs. The role includes managing complex cases and application follow-up through resolution, supporting disability applications and appeals, and explaining financial responsibilities and assistance options with empathy and clarity.

The specialist works directly with patients in person, by phone, and during in-home visits. They collaborate with hospital staff, government agencies, and internal teams; maintain accurate, confidential records in multiple systems; and may provide staffing coverage at nearby hospitals or help onboard and train colleagues. The role is based primarily at La Palma Intercommunity Hospital, with limited support at other nearby hospitals as needed. The schedule is Monday through Friday, 7:00 a.m. to 3:30 p.m., with flexibility required to meet business needs.

Requirements

• High school diploma or GED.
• Proficiency in English and Spanish.
• At least 2 years of experience in a customer-facing role.
• Working knowledge of state and federal assistance programs, including Medicaid, Medicare, and Social Security Disability.
• Strong organizational skills and ability to manage complex cases and multiple priorities while maintaining accuracy and attention to detail.
• Ability to efficiently navigate multiple software systems, applications, and platforms simultaneously.
• Ability to explain complex information clearly and empathetically.
• Comfort working in a fast-paced environment with changing priorities.
• Ability to work independently, including at locations where the specialist may be the only one assigned.
• Ability to build rapport with patients through empathetic communication and respond genuinely to their needs and concerns.
• Dependable, solution-oriented approach and ability to collaborate effectively with patients, hospital partners, internal teams, and colleagues.
• Reliable transportation and a valid driver’s license.
• Flexibility to travel to nearby hospital locations and conduct in-home patient visits within the assigned market area.

Nice To Haves

• Experience in financial counseling, healthcare, social services, or similar customer-facing environments.

Responsibilities

• Conduct advanced in-person bedside screenings to assess patients’ eligibility for financial assistance programs.
• Perform in-home patient visits to support completion of applications.
• Contact patients by phone to encourage cooperation and help complete screenings and required documentation.
• Guide patients through applications for Medicaid, Medicare, disability, hospital charity care, and non-traditional funding programs, ensuring accurate and timely submissions.
• Independently manage application follow-up and resolve cases across multiple programs.
• Manage a high caseload, prioritize work, follow up on pending applications, meet deadlines, and adhere to productivity and quality expectations.
• Support disability applications and appeals, including coordinating medical appointments, completing applications, submitting appeals, and following through on determinations.
• Act as a liaison among patients, hospital staff, and government agencies to secure coverage and resolve eligibility issues.
• Assist with onboarding, training, or supporting colleagues and share knowledge and best practices as requested.
• Explain financial responsibilities and assistance options clearly and empathetically.
• Maintain accurate and confidential records in compliance with HIPAA and organizational policies.
• Use multiple systems and tools to document, track, and report patient information.
• Provide floating staffing coverage at nearby hospital locations as required.
• Complete special projects as assigned.

Benefits

• Medical, dental, and vision benefits.
• HSA and FSA accounts.
• Short-term and long-term disability insurance.
• Accident, hospital indemnity, and critical illness insurance.
• Life insurance, supplemental insurance, spouse and dependent life insurance, pet insurance, and legal insurance.
• 401(k) with company match.
• Company HSA contributions.
• Access to certified financial planners.
• 17 days of PTO for full-time colleagues, with increases based on tenure.
• 9 paid holidays.
• 40 hours of paid volunteer time each year through the Heart & Soul program.
• Premium LinkedIn Learning access and the SOAR development program.
• Free Calm Premium subscription.
• Colleague Assistance Program (EAP), including access to licensed professional counselors and work/life resources.
• Employee discounts through Perk Spot, discounted cell-phone plans through Previ, and home and auto insurance discounts.

What This Job Offers

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