Client Benefits Associate (Part-time)

Outreach Development Corp.; New York (NY); On-site; USD 28,654,000 - 32,952,000; Part time

Job summary

Outreach Development Corp. seeks a part-time Client Benefits Associate to gather and track client financial information for Medicaid and third-party revenue optimization.

You will collect insurance data, review financial materials, and set fees based on income. The role includes coordination with families, scheduling, and maintaining accurate records in billing systems.

Qualifications

• Strong organizational skills and the ability to multi-task to complete administrative functions on time.
• Experience handling telephone intakes, scheduling, and filing duties is preferred.
• Comfort with documenting client information and basic billing processes.

Responsibilities

• Collect and verify insurance, Medicaid, and financial information for clients.
• Calculate fees for self-pay clients using income and sliding scale.
• Schedule face-to-face meetings and clarify financial details with clients.
• Monitor Medicaid-pending cases and update status in records.
• Post payments and reconcile client accounts as they arrive by mail or card.
• Document all activity in client charts and billing systems.
• Collaborate with insurance specialists on denials or authorizations.
• Send monthly invoices for outstanding balances.
• Organize office flow and maintain filing systems.

Skills

Strong organizational skills

Multi-tasking

Communication skills

Education

High School Diploma or GED

Tools

MIS

Job description

Client Benefits Associate (Part-time)

4 days ago Requisition ID: 3159

Salary Range: $20.00 To $23.00 Hourly

Position: Client Benefits Associate (CBA)

The Client Benefits Associate will be responsible for the accurate collection and tracking of information related to the client’s/family’s financial information, participation and/or qualification for Medicaid benefits and/or other insurance, and, overall, for ensuring that the agency maximizes third party revenue utilizing a realistic and fair fee structure that takes into account the individual’s ability to pay.

• Ensure that all appropriate insurance, Medicaid and financial information is collected from each client and/or the parent/guardian of adolescent clients.


• Review financial materials collected and complete the financial section of client’s chart including in the case of self-pay clients, setting fee based on income and sliding scale and client’s ability to pay.


• Contact client/potential client to clarify any questions related to the client’s financial data and arrange for a face to face meeting, if appropriate.


• Monitor clients with Medicaid-pending to ensure follow through with application process and enter any updated information about Medicaid status.


• Individually meet with clients with an outstanding balance to ensure collection of appropriate payments.


• Appropriately document all activity with the client and information related to payments, insurance and Medicaid in the client’s chart and/or in the agency’s billing system.


• Work closely with the agency’s insurance specialists on any insurance related matters, such as denials or authorizations.


• Send invoices to clients with outstanding balances for payment on a monthly basis.


• Post payments to clients’ accounts that come through the mail as well as payments that are processed through credit cards.

Office Management Responsibilities:

• Organizes office flow in an orderly and efficient manner.


• Handles telephone intakes and schedules appointments, rescheduling & confirming as needed.


• Types correspondence, reports, memos, etc. Includes proofreading and editing.


• Records and types minutes from DH meeting and all staff meetings. Copies and distributes to staff.


• Collects house bills, checks for signatures, makes copies for unit file and sends originals to accounting.


• Collects time sheets of all staff and faxes bookkeeping as scheduled. Sends original to accounting and file copy in employee’s file.


• Establishes and maintains an efficient filing system for all correspondence and other information for Outreach staff.


• Utilizes the word processing system to facilitate work flow/assist other staff.


• Maintains inventory of supplies and re-orders on a timely basis. Requests service maintenance for all office equipment.


• Compiles all information and prepares stats census for monthly OASAS report. Makes any corrections to Albany when requested.


• Maintains and updates client database by entering all pertinent discharge forms. Works with MIS to keep accurate database.


• Monitors balance of petty cash and prepares check requests.


• Distribute all incoming mail.


• Records dates and requirements of tours/speaking engagements, open houses.

Reimbursement Specialist Responsibilities:

• Prepares Public Assistance application for HRA within 48 hours of a client’s admission to Outreach House.


• Removes client from Public Assistance case within 48 hours of a client’s discharge.


• Returns clients PNA money to HRA in a timely manner after they have been discharged from Outreach without completion status.


• Functions as a liaison between Outreach House and HRA.


• Writes a monthly Personal Needs Allowance breakdown for Outreach bookkeeping in order to keep resident accounts accurate.


• Monitors that HRA is paying shelter payments/PNA Allowance for all clients whose application has been accepted.


• Troubleshoot any billing/payment problems that are occurring with HRA.


• Monitor that parents are submitting SSI or SSD payments to Outreach House in order to compensate for losses in shelter payments.


• Collect family fees from the parents/guardians during Parent Support Group evenings.


• Bills insurance and is responsible for the collection of insurance payments and denials.


• Responsible for monthly revenue reports.


• Minimum High School Diploma/GED.


• Strong organizational skills with the ability to multi-task to ensure that all administrative functions are completed in a timely manner.