
Financial Navigator
TailorMed
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
Tech Stack
Swift
About the role
- Be the face of TailorMed to our customers and patients
- Live, demonstrate and grow our company values
- Conduct virtual consultations with patients and gather information to support applications using judgment and discretion to determine the most appropriate resources and support programs for each case
- Complete applications on patients’ behalf and track status until a determination is made, maintaining communication with the patient, recognizing that these interactions directly impact patient satisfaction and the financial health of our customers
- Collaborate with providers to ensure the smooth running of the service, proactively identifying workflow improvements that can increase efficiency and reduce delays in care
- Escalate issues internally and with the client if needed, to ensure swift resolution
- Act as a super-user for the TailorMed platform, identifying enhancements to improve user experience and patient outcomes and contributing to feedback that may shape future product development and influence operational practices
- Maintain confidentiality and HIPAA compliance
- Meet productivity and quality standards, understanding that performance in this role directly supports customer retention and revenue generation
- Lead with compassion and act with confidence
Requirements
- 2+ years’ experience in a financial navigator/financial advocate role
- Prior start-up, healthcare, or corporate experience
- Knowledge of healthcare industry
- Knowledge of insurances including Medicare/Medicaid and commercial insurance including rules and regulations
- Experience submitting claims to copay/manufacturer programs
- Experience delivering client-focused solutions to customer needs
- Bachelor's degree or equivalent career experience
- Knowledge of medical terminology, ICD 10, and HCPC codes
- Positive attitude, empathy, and high energy
- Superb written and communication skills
- High level of initiative and ability to work independently
- Ability to effectively and empathetically communicate with newly diagnosed applicants
- Ability to work in a high volume caseload environment and deal effectively with rapidly changing priorities
- Desire to be involved in building this function and to be a valued member of a growing team
Benefits
- Competitive salary + equity
- Premium medical, dental, and vision insurance plans
- 401(k) plan with a 4% employer match
- Paid holidays, vacation, and sick leave
- Six weeks of paid parental leave
- Company-paid life insurance
- New MacBook, plus all of the equipment and technology you’ll need to be successful in your role
- The opportunity to help shape the future of healthcare
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial navigatorfinancial advocateclaims submissionmedical terminologyICD 10HCPC codesinsurance knowledgeMedicareMedicaidcommercial insurance
Soft skills
communication skillsempathypositive attitudeinitiativeindependent workcustomer-focused solutionscompassionhigh energyadaptabilityteam collaboration
Certifications
Bachelor's degree