Lead Financial Assistance, Full Time, Days, 9am-5pm, Financial Counseling, Morristown,NJ

**Summary:** Responsible for overseeing on-site operations and monitoring location performance related to financial assistance programs and patient volumes. Tracks and analyzes call center dashboards to ensure key performance metrics are achieved. Provides financial assistance services to patients and their families, including guidance on Medicaid/Charity Care eligibility and program requirements. Assists applicants with completing required documentation, understanding eligibility criteria, and navigating Medicaid/Charity Care guidelines. Collects payments from patients and third-party payers to support the timely recovery of outstanding accounts receivable and ensure compliance with organizational policies and procedures. **Principal Accountabilities:** • Run reports to monitor departmental performance. • Conducts staff meetings, 1:1s with team members regularly. • Attends meetings related to the department. • Monitors the call center dashboard. • Takes inbound calls and makes out bound follow-up calls. • Reviews calls for accuracy and customer service expectations. • Obtains and documents patient demographic/financial information. • Screens patient for NJ Medicaid/Charity Care programs and completes the application for submission to the State/County. • Follows up with patient or family members to complete the NJ Medicaid/Charity Care application. • Processes incoming mail received from patients. • Completes presumptive eligibility (PE) for eligible patients. • Verifies insurance eligibility when applicable. Inform patients of payment options and financial assistance opportunities. • Collects deposits for Self-Pay patients when applicable. • Advocates for patients by negotiating payment arrangements. • Prepares payment estimates based on treatment plans and insurance information such as deductibles, co-pay, etc. • Handles complex issues and problems and refers only the most complex issues to higher-level staff. • Provides leadership, coaching, and/or mentoring to a subordinate group. • Performs other related duties as assigned. • Assist with other locations as needed. ### Qualifications Required: High School Diploma or equivalent 5+ years in financial assistance field or relevant fields Epic Knowledge Microsoft Office Bilingual in Spanish ### About the Company At Atlantic Health, our promise to our communities is; Anyone who enters one of our facilities will receive the highest quality care delivered at the right time, at the right place, and at the right cost. This commitment is also echoed in the respect, development and opportunities we give to our more than 22,000 team members. Headquarters in Morristown, New Jersey, we are one of the leading non-profit health care systems in the nation. Our facilities and sites of care include: - Atlantic Health Morristown Medical Center, Morristown, NJ - Atlantic Health Overlook Medical Center, Summit, NJ - Atlantic Health Newton Medical Center, Newton, NJ - Atlantic Health Chilton Medical Center, Pompton Plains, NJ - Atlantic Health Hackettstown Medical Center, Hackettstown, NJ - Atlantic Health Goryeb Children's Hospital, Morristown, NJ - Atlantic Health CentraState Healthcare System, Freehold, NJ - Atlantic Medical Group - Atlantic Visiting Nurse - Atlantic Mobile Health - Atlantic Rehabilitation We have more than 900 community-based healthcare providers affiliated through Atlantic Medical Group. We have received awards and recognition for the services we have provided to our patients, team members and communities. Below are just a few of our accolades: - Chosen for 17 years by Fortune as one of the magazine’s “100 Best Companies to Work For." - Atlantic Health Morristown and Atlantic Health Overlook Named by Newsweek as two of the “World’s Best Hospitals” in 2026. - Atlantic Health Morristown and Atlantic Health Overlook ranked within the top three hospitals in New Jersey by U.S. News & World Report’s 2025-2026 Best Hospital rankings. - Atlantic Health scored four “A” grades by The…