[Hiring] Eligibility Specialist 2 @Savista

Role Description

As an Eligibility Specialist 2, you’ll get to make a difference in patients’ lives every day! You will be a lifeline for patients navigating some of the most stressful moments of their healthcare journey. In this role, you’ll meet directly with patients and families, listen to their stories, and help them access financial assistance programs that can remove barriers to receiving essential medical care.

This role goes beyond the basics of eligibility screening. You’ll use your compassion, communication skills, and problem-solving abilities to guide patients step-by-step through complex applications for Medicaid, Medicare, disability, and hospital charity programs. You’ll take ownership of cases that require deeper investigation, coordination with hospitals and agencies, and see them through to resolution. Every interaction you have helps someone understand their options, feel supported, and move forward with confidence.

If you’re motivated by meaningful, people-centered work – and you want a role where your efforts make a clear and immediate difference – this position offers the opportunity to build relationships, grow your skills, and positively impact patient lives every day.

What You’ll Do

• Serve as a patient advocate, conducting advanced screenings with patients in-person at bedside, to assess eligibility for financial assistance programs.
• Perform in-home patient visits, to support the completion of applications.
• Engage patients via phone outreach to facilitate their cooperation and support the completion of required screenings and documentation.
• Guide patients through complex application processes for programs such as Medicaid, Medicare, Disability, hospital charity care, and unique requirements for non-traditional funding, ensuring timely submission of accurate documentation.
• Independently manage application follow-up work, ensuring applications are progressing, completed, and resolved efficiently across multiple programs.
• Manage a high case load effectively, prioritizing tasks, following up on pending applications, and meeting deadlines while also adhering to productivity and quality expectations (KPIs).
• Support disability applications and appeals processes, including coordinating medical appointments, completing applications, submitting appeals, and following through on final determinations.
• Collaborate and build relationships across teams, acting as a liaison between patients, hospital staff, and government agencies to secure coverage and resolve eligibility issues.
• Assist in onboarding, training or supporting colleagues, sharing knowledge and best practices as requested.
• Communicate with clarity and empathy, explaining financial responsibilities and assistance options in ways that patients can understand.
• Maintain accurate and confidential records, ensuring compliance with HIPAA and organizational policies.
• Use multiple systems and tools to document, track, and report on patient information.
• Support operational needs, including providing floating staffing coverage at nearby hospital locations as required.
• Complete special projects, as assigned.

Qualifications

• High school diploma or GED
• Proficiency in English and Spanish
• 2+ years of experience in healthcare eligibility and enrollment, financial counseling, patient advocacy or case management type roles.
• Working knowledge of state and federal assistance programs such as Medicaid, Medicare, and Social Security Disability.
• Strong organizational skills with the ability to handle higher complexity cases, multiple priorities, and maintain accuracy and attention to detail.
• Tech savvy with ability to efficiently manage and navigate multiple software systems, applications, and platforms simultaneously.
• Ability to explain complex information clearly and empathetically.
• Comfort working in fast-paced environments with changing priorities.
• Ability to work independently, including in locations where you may be the only specialist assigned.
• Genuine care for patients’ needs and concerns with ability to establish a rapport with patients through empathetic communication.
• Dependable, solution oriented professional, who collaborates effectively with patients, hospital partners, and internal teams and colleagues.
• Reliable transportation and a valid driver’s license.
• Flexible to travel and support multiple nearby hospital locations when needed and assist with in-home patient visits within assigned market area.

Benefits

• Comprehensive benefits: medical, dental, vision, HSA and FSA accounts, short-term and long-term disability insurance, accident insurance, hospital indemnity insurance, critical illness insurance, life insurance, supplemental insurance, spouse and dependent life insurance, pet insurance, and legal insurance.
• Wealth benefits: 401(k) with company match, company HSA contributions, and access to certified financial planners.
• Generous paid time off: 17 days PTO for full-time colleagues with increases based on tenure, 9 paid holidays and 40 hours of paid volunteer time each year through our Heart & Soul program.
• Learning & career development: premium LinkedIn Learning access and our SOAR development program.
• Wellness benefits: free Calm Premium subscription for meditation, stress relief, and sleep support as well as access to our Colleague Assistance Program (EAP) that provides access to licensed professional counselors and work/life resources.
• Employee discounts: Perk Spot, discounted cell-phone plans through Previ, and home/auto insurance discounts.
• A collaborative, mission-driven culture built on teamwork, empathy, and growth.