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Surgery Authorization and Insurance Benefits Specialist

Role overview

Qualifications

  • Clear, patient-understandable English communication
  • Hands-on experience with surgical authorizations and insurance benefits
  • Solid understanding of in-network and out-of-network benefits
  • Strong listening skills and attention to detail

Responsibilities

  • Acquire and verify insurance benefits and eligibility for patients
  • Determine and secure prior authorizations for scheduled surgical procedures
  • Communicate with patients regarding their benefits and what is covered
  • Document benefits, authorization, and clearance activity in EMR systems

Key facts

  • Remote from: United States
  • Fixed term
  • Benefits Specialist
  • English

Hard skills

Other skills

  • Detail Oriented
  • Communication
  • Active Listening
  • Reliability
  • Professionalism

About the company

HelpSquad logo

HelpSquad

Customer Experience & Contact Centers

HelpSquad Health gives healthcare providers the support they need to run smoother, respond faster, and care better, without the overhead. Our HIPAA-compliant virtual assistants are available 24/7 to handle patient calls, chats, emails, texts, and even social media messages, so nothing slips through the cracks. We take care of appointment scheduling, insurance verification, EHR data entry, and patient FAQs, all while using secure, integrated systems that work with your existing tools. You’ll get real-time lead notifications, a dedicated account manager, and a team trained specifically in healthcare support. Whether you're a solo practice or a growing network, HelpSquad helps you streamline operations, improve patient experience, and free up your in-house team to focus on care. HelpSquad's professionally trained live chat agents offer real-time, 24/7 support to your customers by responding to their website chats, SMS text messages and Facebook messages around the clock.

Company details

IndustryCustomer Experience & Contact Centers
Company size51 - 200

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Job description

This is a remote position.

The surgery authorization and benefits specialist acquires and verifies patient benefits for scheduled surgical procedures, determines when a prior authorization is pertinent and secures it, and handles the payer and patient calls that these items involve. Because this work carries real “intricacies,” the practice is looking for someone who understands surgical benefits and authorizations, knows when a prior authorization is required, communicates clearly with patients, and becomes a dependable, long-term fit for the team rather than another turnover.

Key Responsibilities

●Acquire and verify insurance benefits and eligibility for patients whose surgical procedures are being scheduled, and break down those benefits clearly for each case.

●Call patients to explain their benefits for an upcoming surgery, including what is covered in-network and out-of-network.

●Determine when a prior authorization is pertinent for a scheduled surgical procedure, and obtain the prior authorizations and surgical clearances the payer requires.

●Obtain and review payer fee schedules tied to each procedure and its reimbursement.

●Work payer portals and phone lines, including Availity and UHC, and, as the practice puts it, when the information is not online, “pick up the phone and call.”

●Handle the calls that these benefits and authorization items involve, with both payers and patients.

●Document benefits, authorization, and clearance activity in Dr. Chrono (the clinic EMR) and HST (the surgery center system).

●Communicate with patients by phone in clear, easily understood English, with the patience and professionalism suited to an older patient population.

●Occasionally schedule a surgery when the need arises.

●Work within the practice’s developing structure and training guides for benefits and authorizations.

Systems and Tools

The assistant works in the following systems, accessed through HelpSquad’s secure Microsoft virtual desktop:

●Dr. Chrono, the practice’s podiatry-specific EMR

●HST, used for the surgery center

●Availity and UHC payer portals for verification and authorizations

●Weave AI soft phone for patient and payer calls, rolling out over the coming weeks



Requirements

What We Are Looking For

●Clear, patient-understandable English comes first. The assistant must speak and write English clearly, with a neutral accent that patients can easily understand, because clear communication with patients is the practice’s number one priority.

●Hands-on experience with surgical authorizations and insurance benefits, including the judgment to know when a prior authorization is required for a procedure.

●A solid understanding of in-network and out-of-network benefits, which is required for this role.

●Comfort working payer portals and making payer calls to resolve benefits, eligibility, and authorization questions.

●Strong listening skills, close attention to detail, and a warm, professional manner with patients.

●Willingness to learn practice-specific terminology and workflows, and to grow into a long-term fit for the team.

●Reliability and professionalism in a HIPAA-regulated environment.



Benefits

Competitive hourly rate

On-time payments, every time

Payments processed via Wise

Training & Support

Direct client training provided — you are never thrown in blind

Dedicated Account Manager as your point of contact

Stable, long-term placement with a growing U.S.-based company

Exposure to a wide range of modern SaaS platforms

Potential for increased responsibilities as the company scales

Tenure recognition for long-term team members

Clear escalation paths — you always know who to go to

Work Environment

100% remote — work from home

U.S.-based company with structured operations

Stable, long-term account placements (not gig-style work)

Supportive team culture across all accounts

Growth & Experience

Build your U.S. industry experience

Exposure to multiple practice types and platforms

Potential for increased hours or additional accounts based on performance

Strengthen your resume with verified, legitimate U.S. client experience

Recognition

Tenure recognition for long-term team members

We value loyalty and recognize those who grow with us



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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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