Financial Navigator

Centerstone•Columbus, IN

About The Position

The Financial Navigator assists staff and clients in determining whether clients without a funding source may qualify for one, and helps connect them with resources to complete state entitlement or Marketplace applications. The role monitors and reports regional organizational metrics related to the Private Pay financial class and other payer categories. It coordinates resources across regional offices, educates staff about funding requirements, and travels to regional offices to provide information to clients and staff about funding-source qualifications. This position does not supervise others.

Requirements

  • High school diploma or GED required.
  • Effectively communicate in writing, verbally, in person, and virtually.
  • Basic computer literacy.
  • Organizational skills.
  • Critical-thinking skills.

Nice To Haves

  • One to three years of experience preferred.
  • Knowledge of Excel, Outlook, Zoom, and Skype preferred.

Responsibilities

  • Monitor and report monthly regional counts for Reduced Rate, HIP, Private Pay, HPE, and Client Assistance payers.
  • Coordinate regional office resources to help clients complete funding-source applications.
  • Educate staff on funding requirements.
  • Travel to regional offices to provide clients and staff with information about funding-source qualifications.
  • Monitor adjustment metrics for Reduced Rate, HIP, Private Pay, HPE, and Client Assistance.
  • Keep organizational financial-class counts within acceptable thresholds.
  • Maintain collaborative relationships with Support Services team members and Clinical staff to coordinate funding sources for clients.

Benefits

  • Medical, dental, and vision health coverage.
  • Flexible Spending and Health Savings Accounts.
  • 403b retirement plan with company match.
  • Paid time off and ten paid holidays.
  • Company-paid AD&D insurance, life insurance, and long-term disability.
  • Employee Resource Groups.
  • Continuing education opportunities.
  • Employee Assistance Program.
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