Financial Intake Specialist

Zinnia Health • Kearny, NJ

407d • $39,520 - $43,680

About The Position

The Financial Intake Specialist at Zinnia Health is responsible for managing the financial documentation and intake process for incoming clients. This role requires strong organizational and communication skills to facilitate appointments, assist clients with insurance coordination, and ensure compliance with financial policies. The specialist will utilize various software tools to manage data entry and maintain effective relationships with clients and facility staff.

Requirements

• High School Diploma required, higher level education preferred.
• Technical phone skills.
• Proven experience in treatment and recovery information dissemination.
• Basic computer expertise.

Responsibilities

• Facilitates appointments with all admitted clients to complete financial documentation.
• Assists clients in updating their Coordination of Benefits with the insurance companies when applicable.
• Types and performs data entry in Salesforce and Kipu.
• Effectively utilizes available resources: Provider Portals, Salesforce, Adobe Sign, Outlook, Uber Health, Egencia, and Kipu.
• Reviews and completes data entry for third-party vendor invoices.
• Collects credit card authorization forms for all clients making a financial contribution to their treatment episode.
• Follows up with clients or financially responsible parties to collect on private pay treatment fees or member responsibility if authorization forms were not received prior to admission.
• Facilitates conference calls with the financially responsible party to resolve any payment processing issues.
• Assists clients in completing their enrollment if utilizing services through AblePay for travel promissory notes and member responsibility.
• Establishes and maintains effective working relationships with facility staff and health professional affiliates.
• Follows HIPAA regulations regarding client information.
• Communicates and works effectively with all Financial Specialist team members and supervisors.
• Attends and participates in company meetings and training.
• Correctly documents hours into Zinnia Health's webclock system.
• Follows and conforms to Zinnia Health's drug and alcohol work policy.
• Practices customer service etiquette.

Benefits

• Competitive Pay
• Career Development
• Competitive Benefits
• 401k

What This Job Offers

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