Insurance Verification Specialist

Why Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they’re met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we’re expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that’s redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we’d love to meet you. About the Role This role is responsible for overseeing and managing the verification of benefits process ensuring efficient, accurate policy reviews and effectively handling referral complexities. Obtaining accurate benefits is the first step in financial process meaning accuracy is key as it determines patient responsibility and our ability to get reimbursed for services. Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way. Responsibilities Verifies insurance policy benefits for new and returning patients with payers Assures all insurance information has been completely and accurately obtained Document all pertinent insurance information into SalesForce Informs teams of support actions necessary for insurance or referral issues Identifies special policy clauses per policy information to aid in financial and admission decisions Educates patients, families and internal teams on insurance issues Identifies all third party financial benefits and directs them for financial counseling and revenue cycle as appropriate Provides support to admissions and revenue cycle teams as necessary Investigate escalated insurance billing inquiries and inaccuracies and take appropriate action to resolve the account Other duties as assigned Requirements 3-5 years related work experience in health care administrative, financial, insurance, customer services, claims, billing, call center, or management Knowledge of medical billing practices, office policies and procedures Knowledge of all confidentially requirements regarding patients and strict maintenance of proper confidentiality on all such information Excellent written and verbal communication skills Organizational skills Ability to maintain a high level of integrity and confidentiality of medical information Strict attention to details What is your expected compensation? Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits Please note that this role is not available to candidates in Alaska, Maine, Washington DC, New Jersey, California, New York, Massachusetts, Connecticut, Colorado, Washington State, Oregon, or Minnesota. Our Values Connection: Care deeply & inspire hope. Congruence: Stay curious & heed the evidence. Commitment: Act with urgency & don’t give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie H