Patient Services Associate (Bilingual)

Milestone Technologies, Inc.; Foster City (CA); On-site; USD 50,000 - 75,000; Full time

Job summary

Milestone Technologies, Inc. in Foster City, CA seeks an Insurance & Patient Services Associate to verify coverage and guide patients through onboarding and ongoing therapy access. You will coordinate with providers and internal teams to ensure smooth program participation.

The role requires 1–2+ years in healthcare administration, strong communication skills, and familiarity with HIPAA/privacy rules; Salesforce experience is a plus. Bilingual English/Spanish is highly preferred.

Qualifications

• Bachelor’s degree in a health, scientific, or business-related field is required.
• 1–2+ years of experience in healthcare administration, specialty pharmaceuticals, or patient services preferred.
• Familiarity with health insurance terminology, medical billing, and HIPAA privacy regulations.
• Should be technically competent and able to learn new software; Salesforce CRM is a plus.

Responsibilities

• Insurance & Benefit Verification: verify coverage, prior authorizations, and out‑of‑pocket costs.
• Case Management: guide patients through onboarding and ongoing therapy access, track notes in CRM.
• Stakeholder Communication: act as the central contact for patients, caregivers, HCPs, and teams.
• Adherence & Support: answer inquiries, address barriers, educate on program rules, coordinate refills.
• Compliance & Documentation: maintain HIPAA-compliant patient records and coverage summaries.

Skills

Verbal communication

Written communication

Active listening

Empathy

Multi-tasking

Bilingual: English/Spanish

Education

Bachelor's degree in health, science, or business-related field

Tools

Salesforce CRM

Job description

• Insurance & Benefit Verification: Make outbound calls to insurance payers to verify coverage details, prior authorizations, and out-of-pocket costs for specialty or prescription products.
• Case Management: Guide consented patients through onboarding and ongoing therapy access, tracking case notes and actions inside Customer Relationship Management (CRM) or proprietary case systems
• Stakeholder Communication: Serve as the central point of contact for patients, caregivers, health care providers (HCPs), specialty pharmacies, and internal commercial/market access teams.
• Adherence & Support: Answer incoming inquiries, address access barriers, educate callers on program rules, and coordinate refill or support assistance.
• Compliance & Documentation: Maintain accurate, HIPAA-compliant patient records, document coverage summaries, and adhere to strict, protected health information (PHI) handling protocols.

Required Qualifications

• Education: Bachelor’s degree in a health, scientific, or business-related field is required
• Experience: 1-2+ years of experience in healthcare administration, specialty pharmaceuticals, or patient services preferred
• Technical Skills: Should be technically competent and capable of learning new software/applications quickly; experience with Salesforce CRM is a plus
• Knowledge Base: Familiarity with health insurance terminology, medical billing, and HIPAA privacy regulations
• Soft Skills: Strong verbal and written communication, active listening, empathy when dealing with chronically or acutely ill patients, and multi-tasking capabilities
• Bilingual (English + Spanish) highly preferred for this role