Insurance & Client Support Coordinator

Position Summary:
Join a mission-driven team supporting individuals with disabilities by helping families and caregivers navigate the medical insurance funding process for assistive technology. This role blends customer service, healthcare administration, insurance coordination, and CRM system management to ensure a smooth and compliant funding experience.

Key Responsibilities:

• Coordinate with families, healthcare providers, insurance companies, and internal departments to resolve funding-related issues.
• Ensure insurance documentation compliance and maintain accurate client records in accordance with HIPAA.
• Prepare and send insurance-required documents prior to physician appointments; confirm appointment attendance.
• Educate families on insurance benefits, eligibility, and required documentation.
• Respond to inquiries via phone, email, SMS, and fax in a timely and professional manner.
• Document all customer interactions and outcomes using Salesforce and other systems.
• Collaborate cross-functionally to support company goals and process improvements.
• Uphold department values: Listen, Learn, Lead.
• Perform additional administrative and support duties as assigned.

Required Qualifications:

• 3+ years of experience in medical insurance coordination, benefits eligibility, or medical collections.
• Strong understanding of healthcare insurance processes and terminology.
• Excellent communication, customer service, and problem-solving skills.
• Proficiency in Microsoft Office and CRM systems (Salesforce preferred).
• Ability to work in a fast-paced, team-oriented environment.
• Proven track record of process improvement and adaptability.

Preferred Qualifications:

• Bachelor's degree in healthcare administration, business, or related field.

Position Details:

• Pay: $55,000-$60,000 annually
• Schedule: Monday-Friday, 8:00am-4:30pm or 8:30am-5:00pm
• Location: Roseville, Hybrid after training
• Type: Temp-to-hire (permanent after 720 hours)

Contract Benefits Include:

• Medical, dental, vision, and pharmacy coverage
• Hospital indemnity, accident, and critical illness plans
• Life insurance and short-term disability
• Earned sick and safe time
• Discount programs and virtual care access

Permanent Employee Benefits Include:

• 85% employer-paid medical coverage
• Dental insurance
• HSA with company contribution
• Life and disability insurance
• 3% 401(k) contribution
• Employee stock ownership plan
• Up to 38 paid days off annually
• Tuition reimbursement (up to $5,000)
• Cell phone and internet reimbursement
• Holiday and year-end bonuses

Culture & Perks:

• Purpose-driven organization with a focus on accessibility and inclusion
• Collaborative, innovative, and supportive team environment
• Catered Monday breakfasts and monthly birthday luncheons
• Fun office events including potlucks and holiday parties
• Opportunities for career growth and development

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.