Associate Financial Analyst

Summary

Join Natera as a Financial Counseling Patient Success Specialist and provide compassionate, personalized financial guidance to patients throughout their healthcare journey. You will be the primary point of contact for patients, addressing billing questions, clarifying insurance coverage, and connecting them with financial resources. Responsibilities include offering cost estimates, explaining insurance concepts, verifying coverage, and educating patients on financial assistance programs. You will maintain accurate documentation, collaborate with internal teams, and identify process improvements. The ideal candidate possesses strong financial counseling experience, excellent communication skills, and a commitment to patient-centered care. This role offers a blend of office and remote work options.

Requirements

• Bachelor’s degree or equivalent job experience
• At least 2+ years of experience in financial counseling, medical insurance billing, and healthcare customer service
• Proficiency in Salesforce CRM and Google Workspace or equivalent tools
• Excellent interpersonal, written, and verbal communication skills
• Empathy, patience, and a service-oriented mindset
• Highly organized with the ability to manage multiple priorities simultaneously
• Strong working knowledge of revenue cycle management (RCM) including healthcare insurance plans, benefit structures, and medical billing practices
• Ability to think strategically as well as execute tactically
• Self-motivation, with the desire and capacity to work both independently and collaboratively
• Must act with a sense of urgency
• Excellent organizational and communication skills (written and verbal)

Responsibilities

• Serve as a primary point of contact for patients, providing compassionate support on medical billing, insurance, and financial matters
• Offer personalized financial counseling, including cost estimates for testing based on plan-specific insurance benefits and negotiated rates
• Clearly explain insurance concepts such as deductibles, copays, coinsurance, and out-of-pocket maximums to help patients make informed decisions
• Verify insurance coverage and eligibility and assist with benefit investigations to ensure accurate and timely medical billing
• Educate patients on available financial assistance programs and payment plan options, helping them navigate and access support
• Respond promptly and empathetically to patient inquiries via phone and email, ensuring a positive and supportive experience
• Maintain accurate, thorough documentation of all patient interactions in Salesforce CRM
• Collaborate cross-functionally with medical billing, clinical, and other internal teams to resolve patient concerns and ensure smooth handoffs
• Identify and escalate recurring issues or process inefficiencies to contribute to continuous improvement of the patient experience
• This role works with PHI on a regular basis both in paper and electronic form and have access to various technologies to access PHI (paper and electronic) in order to perform the job
• Employee must complete training relating to HIPAA/PHI privacy, General Policies and Procedure Compliance training and security training as soon as possible but not later than the first 30 days of hire
• Must maintain a current status on Natera training requirements

Preferred Qualifications

• Experience working in financial billing services, medical billing, healthcare testing, or related fields is a plus
• Bilingual preferred Bachelor’s degree or equivalent job experience

Benefits

• Competitive Benefits - Employee benefits include comprehensive medical, dental, vision, life and disability plans for eligible employees and their dependents
• Additionally, Natera employees and their immediate families receive free testing in addition to fertility care benefits
• Other benefits include pregnancy and baby bonding leave, 401k benefits, commuter benefits and much more
• We also offer a generous employee referral program!