Financial Advisor providing online consultations in finance and insurance, focusing on existing and warm leads. Using digital tools and modern approaches to assist clients in financial decisions.
About the role
- Insurance Educator role at DaVita to educate patients on health insurance options. Involves direct interaction with patients and teammates while fulfilling compliance parameters.
Responsibilities
- Responsible for patient education while staying within established compliance parameters for the company and program
- Identifies and effectively communicates opportunities to better the insurance status of the patients, alleviating financial risk and burden
- Provides information to patients to help them find and/or secure options for insurance coverage and other financial assistance programs as necessary
- Completes insurance assessments/evaluations for patients
- Accurately documents and classifies patient education sessions
- Provides a high-level of customer service to patients to ensure educational needs are met
- Acts as a liaison between patients, facility teammates, billing office and the corporate office to resolve patient insurance issues and/or concerns
- Attends team meetings, phone conferences, and trainings as needed
- Works closely with supervisor/manager to meet objectives, deadlines, and reporting/measurement requirements as they pertain to patient education
- Builds and maintains relationships with field partners (e.g. Insurance Counselors, Facility Administrators, Social Workers, Administrative Assistants etc.) to ensure seamless patient support.
Requirements
- High School Diploma or equivalent is required
- Minimum of two (2) years' experience in customer service, healthcare organization, insurance company or related field - Preferred
- Intermediate computer skills and proficiency in MS Word and Outlook
- Beginner proficiency in MS Excel and PowerPoint
- Experience in the healthcare industry/healthcare organization working with a clinical team and patients - Preferred
- Demonstrate extensive understanding of insurance plans and benefits (PPO, HMO, POS, EPO, Indemnity), COBRA benefit options, medical leave options, American with Disabilities Act, Coordination of Benefits, Federal and State level health coverage benefits as they relate to ESRD - Preferred
- Experience in case management and/or social work - Preferred
- Fluency in Spanish - Strongly Preferred.
Benefits
- Comprehensive benefits: Medical, dental, vision, 401(k) match, paid time off, PTO cash out
- Support for you and your family: Family resources, EAP counseling sessions, access Headspace®, backup child and elder care, maternity/paternity leave and more
- Professional development programs: DaVita offers a variety of programs to help strong performers grow within their career and also offers on-demand virtual leadership and development courses through DaVita’s online training platform StarLearning.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Associate/Engagement Manager managing project workstreams in financial services consulting. Focusing on insurance and asset management with opportunities for growth.
Auto Insurance Trainee role selling insurance solutions and providing customer service for HUB International. Building client relationships, processing transactions, and promoting insurance products.
Sales Team Leader leading sales agents at Miway, focusing on performance and compliance in the commercial insurance sector.
Directeur Principal gérant la transformation numérique et opérationnelle de l’assurance collective. Supervisant les équipes de support et assurant la gestion des budgets des projets.
Commercial Property and Casualty Insurance Agent at Beneva in Quebec, responsible for assessing business insurance risks and advising clients. Collaborates with agents and clients for optimal insurance solutions
Health Insurance Program Advisor managing Alberta Health Insurance operations within the registry Agent Network. Focused on administration, performance monitoring and compliance reporting.
Assurance Senior executing audits and client engagements at BPM while mentoring associates and managing client relationships.
Assurance Associate II assisting in audits and communicating with leaders and client personnel at BPM. Contributing to audit strategy and maintaining client relationships in assurance engagements.
Assurance Senior managing audits and executing assurance engagements for clients at BPM. Supervise team members and develop client relationships while fostering a positive work environment.