Financial Associate II - Billing Specialist

St Croix County•New Richmond, WI

About The Position

The Financial Associate II - Billing Specialist handles vendor invoices, billing, payment processing, and related accounting work. The position reviews invoices for accuracy and contract rates, enters charges and payments into the Electronic Health Record (E.H.R), reconciles General Ledger accounts, and prepares journal entries and deposit documentation. It conducts financial interviews with consumers, gathers insurance and income information, verifies benefits, obtains authorizations and required signatures, and reviews submitted documentation. The role bills Medicare, Medicaid, commercial insurance, and self-pay services; follows up on unpaid claims; supports appeals and denials; and helps consumers understand balances, make payments, arrange payment plans, and apply for medical assistance and family care. The role requires knowledge of accounting and governmental financial practices, including GASB and GAAP, and the ability to maintain accurate records, manage a high volume of work, meet deadlines, communicate effectively, and handle confidential information. The position is primarily office-based and includes regular sitting, computer and written-data work, and occasional physical exertion of up to 10 pounds. Appointment is conditional upon successfully completing a criminal background check.

Requirements

Associate degree in accounting, finance, business, management, or a related field.
At least two years of experience working in an accounting or bookkeeping position; an equivalent combination of education, skills, knowledge, and abilities may be substituted.
Knowledge of accounting, budgeting, and auditing principles, including GASB rules and GAAP standards, and their application to a government accounting system.
Knowledge of governmental accounting methods, procedures, and financial practices.
Knowledge of County programs, funding sources, and regulations governing expenditures and revenues.
Ability to prepare and maintain complex and accurate financial documents and reports.
Ability to work accurately and independently with minimal direction, meet stringent deadlines, and prioritize a high volume of work amid changing priorities.
Ability to maintain accurate, legible, concise records and notes, with attention to detail and confidentiality.
Ability to communicate clearly and effectively in written and verbal English with staff, supervisors, and the public.
Ability to perform mathematical calculations and comprehend complex financial records.
Ability to operate standard office equipment and perform word processing and data entry accurately.
Ability to understand and carry out instructions, respond to public complaints, solve problems, and exercise sound judgment.
Ability to work the allocated hours of the position.
Successful completion of a criminal background check is a condition of appointment.

Nice To Haves

At least two years of experience working in a nursing home, medical, or mental health field.
Experience with medical claim submission and CMS (Centers for Medicare & Medicaid Services) compliance requirements.

Responsibilities

Receive vendor invoices, review them for accuracy, and confirm rates match contract amounts.
Enter charges into the Electronic Health Record (E.H.R).
Reconcile General Ledger accounts and prepare journal entries.
Conduct financial interviews with consumers in person or by phone to gather insurance information and verify assets and income to determine ability to pay.
Obtain signatures on required releases, ABN, and billing paperwork.
Verify insurance benefits and obtain prior authorizations for services.
Review staff-submitted documentation for accurate completion before submission.
Monitor service use and obtain additional authorizations as they expire or approved visits are consumed.
Prepare the daily appointment schedule and review insurance notes and the most recent interview date and notes.
Bill services to Medicare, Medicaid, commercial insurance, and self-pay consumers.
Follow up on unpaid claims.
Sort, balance, and assign General Ledger account numbers to cash, checks, credit card, and EFT payments.
Complete deposits and provide deposit documentation to the treasurer and other departments.
Create journal entries to record deposits to the General Ledger.
Apply payments to consumer accounts in the E.H.R; make rate adjustments, initiate refunds for overpayments, and dispute incorrect claim payments or denials.
Communicate with consumers to accept payments, explain account balances, and establish payment plans for past-due accounts.
Assist consumers with applications for medical assistance and family care.
Provide Medicare Notices of Non-Coverage to consumers.
Assist with appeals and the denial process.
Perform other duties as assigned.