Patient Advocate Team Lead

Elevate Patient Financial Solutions®; San Francisco (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

401K (match)

PTO 15 days

Holidays 7

Floating holidays 2

Elevate Day

Pet Insurance

Referral bonus

Teamwork and growth

Job summary

Elevate Patient Financial Solutions is seeking a Patient Advocate Team Lead to guide uninsured hospital patients through financial assistance programs. This on-site, hospital-based role is Monday–Friday, 8:00 AM to 4:30 PM, located in the San Francisco area with driving required.

You will mentor Patient Advocates, assist in training, and collaborate with hospital staff to ensure effective client support and accurate documentation. The role emphasizes empathy and direct patient contact.

Qualifications

• High School Diploma or GED required.
• Some college coursework preferred.
• Case management experience preferred.

Responsibilities

• Manage follow up and resolution of complex cases or those requiring the appeals process.
• Act as a mentor for other Patient Advocates and assist in the training process for new staff.
• Being a resource for Patient Advocates questions related to process, programs, payers, etc.
• Escalate any problems or concerns to Supervisor, Regional Director and/or Director of Operations.
• Screen uninsured hospital patients to find government programs to cover medical expenses.
• Complete the appropriate applications and follow through until approved.
• Detailed, accurate and timely documentation in applicable Company programs and the hospital systems on all cases worked.
• Provide exceptional customer service skills at all times.
• Participate in ongoing trainings to apply the content learned in dealings with patients and cases.
• Collaborate with hospital staff, case managers, social workers, financial counselors.
• Attend assigned meetings with the client as needed.
• Assist in preparation of any reports that will be distributed to the client.
• Provide mentorship to other advocates as assigned by Project Manager.
• Other duties as assigned.

Skills

Case management

Adaptability

Critical thinking

Communication skills

Multitasking

Driving

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Excel

Outlook

Job description

Make a real difference in patients’ lives—join Elevate Patient Financial Solutions as a Patient Advocate Team Lead and help guide individuals through their healthcare financial journey. This full-time position is located 100% onsite at a hospital in {San Francisco, CA}, with a Monday-Friday schedule from 8:00 AM to 4:30 PM. Driving required, must have valid Driver's License. Bring your passion for helping others and grow with a company that values your impact. In 2024, our Advocates helped over 823,000 patients secure the Medicaid coverage they needed. Elevate’s mission is to make a difference. Are you ready to be the difference? As a Patient Advocate Team Lead, you play a vital role in guiding uninsured hospital patients through the complex landscape of medical and disability assistance. This onsite, hospital-based role places you at the heart of patient financial advocacy—meeting individuals face-to-face, right in their hospital rooms, to guide them through the process of identifying eligibility and applying for financial assistance. Your presence and empathy make a real difference during some of life’s most vulnerable moments. The Team Lead provides mentoring to Patient Advocates and communicates with clients to ensure effective functioning of the operation.

Essential Duties And Responsibilities

• Manage follow up and resolution of complex cases or those requiring the appeals process
• Act as a mentor for other Patient Advocates and assisting in the training process for new staff
• Being a resource for Patient Advocates questions related to process, programs, payers, etc.
• Escalate any problems or concerns to Supervisor, Regional Director and/or Director of Operations
• Screen uninsured hospital patients in an effort to find government programs to cover medical expenses
• Complete the appropriate applications and following through until approved
• Detailed, accurate and timely documentation in applicable Company programs and the hospital systems on all cases worked
• Provide exceptional customer service skills at all times
• Participate in ongoing trainings in order to apply the content learned in dealings with patients and cases
• Maintain work queue of patient accounts, as assigned
• Collaborate with hospital staff, case managers, social workers, financial counselors
• Attend assigned meetings with the client as needed
• Assist in preparation of any reports that will be distributed to the client
• Provide mentorship to other advocates as assigned by Project Manager
• Other duties as assigned.

Qualifications And Requirements

• High School Diploma or GED required
• Some college coursework preferred
• Case management experience preferred
• Adaptability when dealing with constantly changing processes, computer systems and government programs
• Experience working with state and federal programs
• Critical thinking skills
• Ability to maneuver throughout the hospital and patients’ rooms for up to 8 hours per day
• Proficient experience utilizing Microsoft Office Suite with emphasis on Excel and Outlook
• Exemplary communication skills, both orally and written, to a variety of individuals
• Ability to multitask and ability to function and make appropriate decisions in a fast-paced environment
• Remote and Hybrid positions require a home internet connection that meets the company’s upload and download speed criteria.

Benefits

• Medical, Dental & Vision Insurance
• 401K (100% match for the first 3% & 50% match for the next 2%)
• 15 days of PTO
• 7 paid Holidays
• 2 Floating holidays
• 1 Elevate Day (floating holiday)
• Pet Insurance
• Employee referral bonus program
• Teamwork: We believe in teamwork and having fun together
• Career Growth: Gain great experience to promote to higher roles

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, location, specialty and training. This pay scale is not a promise of a particular wage. The job description does not constitute an employment agreement between the employer and Employee and is subject to change by the employer as the needs of the employer and requirements of the job change. ElevatePFS is an Equal Opportunity Employment