Eligibility Specialist II (Bilingual Required)

Savista•La Palma, CA

22d•$24 - $26•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 role serves as a patient advocate, meeting with patients and families in person, by phone, and during in-home visits to assess eligibility and guide them through applications for Medicaid, Medicare, disability, hospital charity care, and other funding programs. The specialist manages complex cases and application follow-up through resolution, coordinates with hospitals and government agencies, and explains coverage options and financial responsibilities with clarity and empathy. The position is based primarily at La Palma Intercommunity Hospital, with limited coverage at nearby hospitals as needed and in-home visits within the assigned market area. The schedule is Monday through Friday, 7:00 a.m. to 3:30 p.m., with flexibility required to meet business needs. The role may also assist with onboarding and training colleagues, maintain confidential and accurate records, and use multiple systems to document and track patient information.

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, such as Medicaid, Medicare, and Social Security Disability.
Strong organizational skills and the ability to handle complex cases, multiple priorities, and maintain accuracy and attention to detail.
Ability to navigate multiple software systems, applications, and platforms efficiently.
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.
Empathetic communication skills and the ability to establish rapport with patients.
Dependability, a 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 environments.

Responsibilities

Conduct advanced in-person bedside screenings to assess patients’ eligibility for financial assistance programs.
Conduct in-home patient visits to support completion of applications.
Contact patients by phone to facilitate cooperation and completion of screenings and required documentation.
Guide patients through applications for Medicaid, Medicare, disability, hospital charity care, and non-traditional funding programs, ensuring accurate and timely documentation.
Independently manage application follow-up and ensure applications progress through completion and resolution.
Manage a high caseload, prioritize tasks, follow up on pending applications, meet deadlines, and meet 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, and supporting colleagues by sharing knowledge and best practices as requested.
Explain financial responsibilities and assistance options clearly and empathetically.
Maintain accurate, 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 insurance, hospital indemnity insurance, critical illness insurance, life insurance, supplemental insurance, spouse and dependent life insurance, pet insurance, and legal insurance.
401(k) with company match and company HSA contributions.
Access to certified financial planners.
17 days of PTO for full-time colleagues, with increases based on tenure.
Nine 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 and access to a Colleague Assistance Program with licensed professional counselors and work/life resources.
Employee discounts through Perk Spot, discounted cell-phone plans through Previ, and home and auto insurance discounts.