SBO Estimate Specialist

Job Title: SBO Estimates Specialist

Division: MedSrv - SBO

Reports to: SBO Estimates Supervisor

FLSA Status: Non-Exempt

Revised Date: June 2022

SUMMARY: Build, manage, and maintain positive relationships that nurture successful partnerships. Initiates and maintains effective channels of communication with clients, providers, and patients. Supports and provides direction to develop and maintain processes. This role utilizes analytical skills to create a comprehensive review of estimates of patient responsibility in the healthcare revenue cycle.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Skills

• A strong understanding of health insurance benefits and patient eligibility.
• Ability to conduct a financial assessment, determine patient eligibility, and generate estimates for patient responsibility.
• Comprehensive understanding of mathematical skills and analysis with minimal supervision.
• Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology. Experience in Microsoft Excel recommended.
• Comprehension - should have the ability to hear and/or read instructions and understand the concepts associated with the reconciliation processes.
• Communication - should have the ability to communicate information, questions, requests, etc. professionally and accurately to associates, clients, providers, and patients.
• Organization skills - should have the ability to manage active and archived electronic files in an orderly manner.
• Prioritization - should have the ability to prioritize tasks so that estimates are completed in a timely manner which will ensure accurate results and manageable departmental workflows.
• Medical office/health insurance processes and understanding are required.

Job Specifications

• High school diploma or equivalent is required.
• Prior relevant work experience is a plus.
• Demonstrated customer service experience and/or experience in a customer service-oriented environment.
• Strong customer service orientation with demonstrated commitment to meet/exceed customer needs.
• Ability to maintain reliable and predictable attendance.
• Strong verbal/written communication and interpersonal skills.
• Demonstrated ability to work in a fast-paced and structured environment
• Computer proficiency is essential.
• Self-directed with the ability to perform both as part of a team and individually.
• Ability to adapt and work effectively in a continuously changing environment.
• Consistently demonstrate a high level of professionalism through a strong work ethic that positively influences the work habits of the team.
• Detail-oriented with a focus on quality and consistently meeting goals.

QUALIFICATIONS

To perform this job successfully the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

LANGUAGE SKILLS

The position requires the ability to read and comprehend basic instructions, general correspondence, and memos. In addition, the ability to write office correspondence, and effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization is required.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply and divide into all units of measure, using whole numbers, common fractions, and decimals.

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Ability to learn and comprehend basic insurance terminology and protocols in order to handle patient accounts.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. Specific vision abilities required by this job include the ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.