Charlie Health is seeking a Patient Finance Specialist to guide clients and families through financial enrollment and insurance benefit navigation while supporting their mental health treatment journey. If you’re empathetic, detail-oriented, and motivated to help people access life-saving behavioral health care, this role is for you.
About Charlie Health
Charlie Health exists to connect people with personalized, virtual behavioral health care. By focusing on those with complex needs—including mental health conditions, substance use, and eating disorders—we expand access to treatment and improve outcomes. Our team is mission-driven, passionate, and dedicated to breaking down barriers to care.
Responsibilities
- Support clients and families post-admission with care coordination and financial onboarding
- Place outbound calls, emails, and texts to ensure successful program enrollment
- Help clients understand insurance benefits and complete financial enrollment steps
- Act as liaison between clients and Charlie Health teams (Admissions, Billing, Utilization Review, Outreach, and Clinical)
- Identify attendance gaps and proactively resolve barriers to treatment
- Manage scheduling, rescheduling, and aftercare appointment coordination
- Document client communications and progress accurately and on time
- Meet KPIs such as financial agreements completed, issue resolution rate, appointment scheduling, and customer satisfaction scores
Qualifications
- High school diploma or equivalent required
- 2+ years in customer/patient success, call center, or client support role
- 1–2 years of Salesforce (or similar CRM) experience
- 1–2 years of experience with contact center technology
- Experience in health insurance or medical billing strongly preferred
- Excellent written and verbal communication skills
- Strong multitasking and organizational abilities in a fast-paced environment
- High emotional intelligence and empathy for clients and families
- Familiarity with HIPAA policies and procedures
- Proficiency with cloud-based communication and productivity tools (Slack, G-Suite, Microsoft Office, Zoom, EMR)
Schedule: Must be available for one of the set shifts (Mon–Fri or Tues–Sat) and able to attend 2 weeks of full-time training.
Not available to candidates in: AK, CA, CO, CT, DC, MA, ME, MN, NJ, NY, OR, WA.
Benefits
- Comprehensive medical, dental, and vision insurance
- 401(k), FSA accounts, and life insurance
- PTO and paid holidays
- Training, tools, and a supportive environment to succeed
Join Charlie Health and help clients access the treatment they deserve while making an impact in behavioral health care.
Happy Hunting,
~Two Chicks…