Financial Intake Coordinator

2 weeks ago


Kearny, New Jersey, United States Zinnia Health Full time

Company Overview:

Zinnia Health is a rapidly growing integrated healthcare company that prioritizes employee well-being and client care.

Job Description

We are seeking a skilled Financial Intake Specialist to join our team. As a key member of our financial services team, you will be responsible for meeting with clients to review financial documentation, updating coordination of benefits, and ensuring timely data entry in Salesforce and Kipu.

Responsibilities
  • Facilitate appointments with admitted clients to complete financial documentation.
  • Assist clients in updating their coordination of benefits with insurance companies when applicable.
  • Type and perform data entry in Salesforce and Kipu.
  • Effectively utilize available resources, including Provider Portals, Salesforce, Adobe Sign, Outlook, Uber Health, Egencia, and Kipu.
  • Review and complete data entry for third-party vendor invoices.
  • Collect credit card authorization forms for all clients making a financial contribution to their treatment episode.
  • Facilitate conference calls with financially responsible parties to resolve payment processing issues.
  • Assist clients in completing enrollment if utilizing services through AblePay for travel promissory notes and member responsibility.
Requirements
  • High School Diploma Required, higher level education preferred.
  • Technical phone skills.
  • Proven experience in treatment and recovery information dissemination.
  • Computer expertise - basic.
Estimated Salary: $19-$21 per hour

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