Bilingual Financial Specialist II

Qualifications

• BA/BS degree in accounting, finance or business-related field preferred plus (4) four years’ experience working in a related field or equivalent combination of education and experience, preferred.
• Excellent oral and written communication skills in English and Spanish, to include modern business communications, formatting of professional letters, reports and phone etiquette, required.
• Comprehensive command of the Spanish language with the ability to utilize it up to 50% of the time.
• Demonstrated ability to multi-task, work in a fast-paced environment, meet established deadlines, and work independently with minimal supervision or in team environment.        
• Proficient knowledge of end-user office software i.e., calendaring, word-processing, spreadsheet and email and the ability to develop a strong proficiency working with a proprietary Health Care system.
• Advanced customer service skills.
• Moderate ability to analyze and resolve technical problems and/or client inquiries as they arise.
• Intermediate knowledge of generally accepted Health Care Eligibility and Billing procedures as well as Health Insurance Portability and Accountability Act (HIPAA), Consolidated Omnibus Budget Reconciliation Act (COBRA), Cal-COBRA, Multiple Employer Welfare Arrangement (MEWA) and Employee Retirement Income Security Act (ERISA) regulations.
• Knowledge of health insurance industry and standard health care eligibility provisions.
• Internet access provided by a cable or fiber provider with 40 MB download and 10 MB upload speeds.  
• Home router with wired Ethernet (wireless connections and hotspots are not permitted).  
• A designated room for your office or steps taken to protect company information (e.g., facing computer towards wall, etc.)  
• A functioning smoke detector, fire extinguisher, and first aid kit on site.  

Duties And Responsibilities

• Manage all key account contributions, premium reimbursements, and other client contributions.
• Verify and authorize the release of key account provider payments within (4) four business days of account funding.
• Generate and distribute scheduled, specific reports to leadership from the claims processing system.
• Review and process National Automated Clearing House Association files daily.
• Identify inefficiencies within the established processes and suggest possible solutions to save time, reduce risk, or reduce expenses.
• Create and document a minimum of one new Standard Operating Procedure (SOP) annually.
• Identify, initiate, and implement at least one process improvement and/or innovation annually.
• Collaborate with the Director, Operations to provide tactical recommendations based on analysis of the data, business situation, and moderate knowledge of systems.
• Lead and respond to escalated customer inquiries regarding billing issues.
• Coordinate activities and provide training for lower-level associates.
• Assist with system testing of IT related projects and the implementation of application software releases within the Finance organization.

• Review and process all claims in the company’s financial processing systems.
• Review and enter manual requests for reimbursement into the company’s financial processing system on the provider’s behalf and process the request via OPS Connect.
• Review and process new reimbursement requests cases in OPS Connect
• Reach out to providers that need additional explanation regarding the documents needed for reimbursement review and processing.
• Process any requests the team sends for changes via the claims processing system.
• Process and verify necessary corrections on manual adjustments posted to the consumer’s account.
• Assess and process refunds for terminations and overpayments on all accounts.
• Apply cash to appropriate ledgers and research application issues.
• Provide back-up resource for invoice generation, daily cash application and other staff financial duties.
• Process related written and verbal account inquiries to a conclusion in a timely manner, including research as needed.

• Work with the Eligibility Specialists to resolve unpaid and outstanding balances for providers, and other clients.
• Maintain accurate records of information, activities, and changes in the database and inquiry outcomes for accurate tracking and analysis.
• Research and analyze data to address operational challenges and customer service issues.
• Provide guidance and answer questions for providers needing customer contact, including, but not limited to making outbound calls, sending messages via internal systems for tracking and continuity and returning messages.

• Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, be self-accountable, create a positive impact, and be diligent in delivering results.

• Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet.  
• Maintain a HIPAA-compliant workstation and utilize appropriate security techniques to ensure HIPAA-required protection of all confidential/protected client data.  
• Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit).
• All other duties as assigned.    

Physical Demands/Work Environment