CRM & Billing Compliance Coordinator

Toledo Community Foundation; Toledo (OH); On-site; USD 30,307 - 34,440; Full time

Job summary

Mobile Meals of Toledo is seeking a Data & Compliance Coordinator to manage client records, insurer authorizations, and billing data. The role requires comfort with CRM systems and accurate data management.

The position involves administering our CRM, tracking approvals with Medicaid/insurers, and collaborating with Accounting on billing. Strong attention to detail and MS Office proficiency are essential; healthcare billing experience is a plus.

Qualifications

• Associate's or bachelor’s degree in healthcare administration, business, IT, or related field, or 5+ years of equivalent experience.
• 5+ years of experience with a relational database, CRM, or client-management system; healthcare, insurance, or human-services experience preferred.
• High accuracy in data entry with ability to self-audit work and meet daily deadlines.

Responsibilities

• Lead administrator of the CRM (ServTracker/CXM): enter and maintain client, route, and service data, troubleshoot issues.
• Track, renew, and manage insurer service authorizations (Medicaid/Passport, Anthem, Buckeye, CareSource, Molina, Plan4Home, Area Office on Aging).
• Reconcile delivery and service-unit data with approved authorizations for billing.
• Collaborate with Accounting on claim submission timelines and denial follow-up.
• Maintain client files and prepare documents for audits by state, Medicaid, and Area Office on Aging.
• Run routine and ad hoc reports for agency leadership.
• Assist with cross-training and community engagement events.

Skills

CRM experience

Data entry

MS Excel

Attention to detail

Communication

Healthcare billing knowledge

Education

Associate's or Bachelor's degree

5+ years related experience

Tools

MS Office 365

Job description

Mobile Meals of Toledo is seeking a Data & Compliance Coordinator to manage client records, insurer authorizations, and billing data. The role requires comfort with CRM systems and accurate data management.

The position involves administering our CRM, tracking approvals with Medicaid/insurers, and collaborating with Accounting on billing. Strong attention to detail and MS Office proficiency are essential; healthcare billing experience is a plus.