Financial Assistance Specialist

Catholic Charities of the Diocese of Rochester; City of Rochester (NY); Hybrid; USD 50,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

403(b) retirement plan

Generous time-off

Comprehensive benefits

Growth opportunities

Meaningful work

Job summary

Catholic Charities of the Diocese of Rochester is seeking a Financial Assistance Specialist in Rochester, NY. This hybrid, full-time role supports patients with financial aid and insurance enrollment, coordinating with staff and payors to ensure accurate billing and compassionate service.

Responsibilities include verifying coverage, assisting with NYS Marketplace enrollment, and performing financial assessments to determine sliding scale eligibility, while maintaining confidentiality and

Qualifications

• Associate’s degree in Business Administration or Accounting (preferred).
• NYS of Health Assistor Certification (required; can be completed on the job).
• At least 1 year of accounting or client billing experience, preferably in a non-profit setting.
• Experience with Electronic Health Records (EHR) preferred.
• Strong communication and confidentiality skills.
• Ability to prioritize and meet deadlines.

Responsibilities

• Assist clients with securing financial assistance through Marketplace enrollments.
• Verify insurance eligibility and collect payments.
• Enter insurance plan details accurately in the EHR.
• Coordinate enrollment and financial assessment for uninsured patients.
• Schedule appointments with clinical teams for payment assistance.
• Prepare monthly statements and adjust patient accounts.
• Maintain confidentiality and adhere to laws and policies.

Skills

Verbal communication

Written communication

Customer service

Prioritization

Confidentiality

Team collaboration

Education

Associate’s degree in Business Administration or Accounting

NYS of Health Assistor Certification

Tools

Electronic Health Records (EHR)

Job description

Financial Assistance Specialist

Location: Rochester, NY – Hybrid, 2-3 days on site at 79 N. Clinton Office
Employment Type: Full-time
Schedule: Weekdays
Salary: $24.00 - $25.00 / hour

Job Summary

Supports clients with securing eligible financial assistance, monitoring enrollment status and coordinating collection as required. Provides friendly and helpful assistance to staff, patients, and payor representatives, and ensures a trauma informed care environment.

Essential Duties and Responsibilities

• Provides friendly and helpful assistance to all staff, patients, and payor representatives
• Finds financial solutions for patients who need payment assistance through Marketplace enrollments or Individualized Financial Assessments
• Provides patient support, verifying insurance and payment collection
• Utilizes payor websites to verify insurance eligibility, benefits, plan type, and patient cost share
• Ensures insurance plan is entered accurately in the EHR by plan type and subscriber for all patients prior to claims billed
• Verifies referring providers for all patients, and enters in patient chart in EHR prior to claims billed
• Completes insurance enrollment with the patient via the NYS Marketplace for uninsured patients to determine eligibility
• Completes financial assessment to determine sliding fee scale for patients that are ineligible for insurance
• Coordinates with the reception and clinical team to schedule client appointments for payment assistance process
• Meets with patients face‑to‑face to complete insurance enrollment or financial assessment
• Monitors enrollment status and ensures all patients receive a response and follow‑up
• Coordinates with billing staff to ensure all claims are billed retroactively to effective date of plan
• Mails monthly patient statements
• Completes patient account adjustments for uncollected balances
• Informs patients of provider fee schedule, answers questions regarding patient bill
• Processes patient payments via phone utilizing online bill pay portal
• Calls to obtain authorization of services for Restricted Recipient patients for out‑of‑network plans
• Emails NYSDOH complaint department to resolve COB issues
• Adheres to all applicable federal and state laws, including privacy, confidentiality, program and billing standards
• Has knowledge of federal and state standards governing program documentation and Medicaid and Medicare billing standards and completion of all required service documentation
• Maintains up‑to‑date professional knowledge through reading, workshops, trainings, and conferences
• Participates in relevant agency meetings and trainings
• Actively pursues development of professional competencies through supervision, in‑service training, and attendance at conferences and workshops
• Awareness and active support of the agency’s Mission, Vision, Values and Strategic Plan, including core competencies of collaboration, community focus, innovation, entrepreneurship, cultural competence, and diversity
• Other duties as assigned

Qualifications

• Associate’s degree in Business Administration or Accounting (preferred)
• NYS of Health Assistor Certification (required; can be completed on the job)
• At least 1 year of accounting or client billing experience, preferably in a non‑profit setting
• Experience working in an Electronic Health Record (EHR) preferred; equivalent combination of education and experience will be considered
• Ability to prioritize assignments, plan, and complete work projects with minimal direction
• Ability to work efficiently, meet deadlines, and under pressure
• Excellent verbal and written communication skills
• Ability to maintain confidentiality
• Demonstrated behaviors and attitudes supporting agency mission, philosophy, and policies
• Willingness to foster agency and program wide cooperation and teamwork through positive communication techniques
• Possession of a valid NYS driver’s license and a reliable vehicle

Physical Demands / Work Environment

The role requires frequent sitting, talking, hearing, standing, walking, typing, and light lifting. Close and distance vision, and the ability to adjust focus are required. The noise level is usually quiet.

Compliance

Adheres to all applicable federal and state laws and regulations, including confidentiality, privacy, program, billing and documentation standards. All duties are performed in accordance with the agency’s corporate compliance and ethics program. Employment is contingent upon successful completion of a background check.

Benefits

• Competitive salary and 403(b) retirement plan
• Generous time‑off package and work‑life balance
• Comprehensive benefits package
• Supportive and collaborative environment
• Opportunities for growth and development
• Intrinsic reward of truly making a difference in people's lives

Equal Opportunity Employer

Catholic Charities Family and Community Services is committed to leveraging the talent of a diverse workforce and is an equal opportunity employer. EOE/AA Disability/Vet