Insurance Authorization & Verification Specialist

Posted:
9/26/2025, 3:55:21 AM

Location(s):
North Carolina, United States ⋅ Wilmington, North Carolina, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Customer Success & Support ⋅ Sales & Account Management

The Insurance Verification/Authorization Specialist works under the supervision of the Billing Manager. The primary functions of this position are to obtain patient eligibility information and verify insurance coverage, document eligibilities in the electronic medical record system and/or to process insurance authorization request and inquiries new existing services and other resources in the community, initiate insurance authorizations, assist with and complete data entry, facilitate the referral intake process for patients in all stages of life, facilitate the flow of patient information to/from staff nurses, patients and physicians, and to assist staff with problem solving. Perform other appropriate duties as assigned.

PRIMARY JOB DUTIES

Assess referrals as they are called or arrive in the office for patient eligibility information and verification and/or insurance authorization needs or data entry needs.  Collaborates with coordinators for disposition of referrals.

Interprets department policies, reimbursement and coverage guidelines for referral sources and general public.

Appropriately communicates information according to department policies and procedures.

Contributes to program effectiveness.

Organizes and performs work effectively and efficiently.

Maintains and adjusts schedule to enhance department performance.

Demonstrates positive interpersonal relations in dealing with all members of the organization.

Maintains and promotes customer loyalty.

Effectively demonstrates the mission, vision and values of the agency on a daily basis.

Maintains confidentiality.

1.0       55%    QUALITY OF WORK:

1.1 45% Obtains new patient eligibility information and verifies/obtains authorization insurance coverage for services as evidenced by:

Obtains patient demographic information, contacts Medicare, Medicaid and/or insurance companies to validate coverage available.

Coordinates with Intake and Facility Liaisons to ensure timely processing of verifications.

Verifies deductibles, co-insurance and co-pays prior to start of care.

Calculates patient estimated co-pay and probable costs.

Communicates costs with patient and clinical staff.

Utilizes insurance verification software to determine benefits including

Blue-E and DDE, etc.

Ensures services are authorized as required by payer source.

Updates deductibles and eligibility information for established patients.

Any other duties as assigned.

1.2       10%   Appropriately communicates information according to agency policies and procedures as evidenced by:

  • Facilitates and coordinates communication between agency staff, physicians and patients in a timely and effective manner.
  • Takes phone calls from the patient/family as needed to answer questions.  Obtains pertinent facts from the record and patient to appropriately solicit verification/authorizations.
  • Facilitates clarification of referral data from physicians and/or referral sources.
  • Acts as resource for staff.

2.0       20%    PRODUCTIVITY/USE OF TIME

2.1       10%    Organizes and performs work effectively and efficiently as evidenced by:

  • Accepting personal responsibility for the completion and quality of work outcomes.
  • Meeting assigned deadlines.
  • Meeting productivity expectations for insurance authorizations achieved.

2.2       10%    Maintains and adjusts schedule to enhance team performance as evidenced by:

  • Reporting to work on time and returning promptly from errands, breaks and meals.
  • Managing personal work schedule and time off to promote smooth agency operations.
  • Assisting other team members to ensure completion of all work assignments.
  • Demonstrating flexibility with changing workload/assignments.

3.0       20%    TEAMWORK, MISSION, VISION, VALUES

3.1       20%    Demonstrates positive interpersonal relations in dealing with all members of the team (ie: coworkers, supervisors, physicians, etc.) as evidenced by:

  • Communicating in a positive and productive manner.
  • Demonstrating respect for team members.
  • Managing stress and personal feelings without negative impact on the team.
  • Participates in community outreach activities that promote goals and objectives of the agency.

4.0       5%      CONFIDENTIALITY

4.1       5%      Maintains confidentiality in all professional areas and considers the needs of clients and their families, other employees, physicians, visitors, and all members of the community in an informative, courteous and compassionate manner.

JOB SPECIFICATIONS

Education: High School Graduation

Licensure / Certification: None

Experience: Working knowledge  of commonly used concepts, practices and procedures used within administrative support 2-4 years experience in the field or related area, preferred.

Essential Technical Skills:  Hand/eye coordination to drive automobile, must be able to write, use the telephone, read and speak clearly.  Computer literate for basic applications.

Interpersonal Skills:  Must possess excellent communications skills.  Ability to develop and maintain working relationships with patients, staff and public.  Effective listening skills.

Essential Physical Requirements:  Ability to sit/stand for extended periods of time.  Must be able to stoop, bend, sit, drive and automobile, and ability to withstand extreme temperature changes.

Essential Mental Requirements:  Working knowledge of Medicare/Medicaid guidelines and ability to interpret agency, state and federal regulations.  Ability to deal effectively in stressful situations.  Ability to organize and prioritize, learn new skills and techniques.  Able to learn and use supportive services.

Essential sensory requirements:  Visual acuity, touch, hearing and speaking.

Exposure to Hazards:  Infrequent exposure to blood/body fluids, allergies such as dust, smoke, cigarette smoke, fumes and animals. Office environment, toner for office machines, pitch of printers and computers.

Other – Hours of Work:  Full time hourly position.  Work schedule hours and days varies,   Occasional need for flexible hours to accommodate department needs. 

Must have valid North Carolina driver’s license and an operational vehicle.