Insurance Services Training Specialist - Outpatient
Not Disclosed•Full-TimeOn-site
location_on1744, Maple Avenue, Fort Myers, Lee County, Florida, 33901, United States
About the Team
Join the Outpatient Insurance Services (OIS) department at Lee Health, where our mission is to drive operational excellence and enhance the patient experience within the Patient Access Center. This team serves as the critical gateway for outpatient services, ensuring seamless scheduling, pre-registration, and insurance verification for our community. We are a collaborative, mission-driven environment dedicated to improving workflows and supporting both in-office and remote team members.
About the Role
As an Insurance Services Training Specialist, you will be the driving force behind the development, onboarding, and continuous education of our Patient Access teams. This high-impact role exists to shape the success of new hires and strengthen the foundation of our department through strategic curriculum design and mentorship.
You will design and deliver comprehensive learning experiences covering patient scheduling, insurance verification, eligibility, and third-party authorization processes. Beyond classroom instruction, you will serve as a dedicated mentor and navigator for new hires during their first 90 days, ensuring they receive a streamlined introduction and a strong foundation for continued success. Your work will directly influence patient safety and revenue cycle performance by evaluating training effectiveness through account audits and identifying opportunities for process improvement.
In this hybrid capacity, you will act as the primary point of contact for remote team members, providing ongoing support and guidance. You will also play a key role in the planning, testing, and implementation phases of new software and functionality, ensuring the team adapts quickly to evolving systems.
Hiring Process
If you are a seasoned medical insurance professional passionate about mentoring others and improving processes, we want to hear from you. To apply, please submit your application highlighting your experience in medical insurance, patient access, and training or coaching. Selected candidates will be invited to discuss how their expertise aligns with our goals for the Patient Access Center.
Equal Opportunity
Lee Health is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Work location
Work model: On-site
1744, Maple Avenue, Fort Myers, Lee County, Florida, 33901, United States
Fort Myers, Florida
Key Responsibilities
- check_circleDesign and deliver comprehensive training programs for new hires and refresher courses
- check_circleTrain staff on patient scheduling, pre-registration workflows, and insurance verification processes
- check_circleConduct account audits to evaluate training effectiveness and identify improvement opportunities
- check_circleSupport Patient Access Representatives across outpatient registration sites
- check_circleAssist with planning, testing, and implementation of new systems and workflows
- check_circleMentor new hires during their first 90 days to ensure successful onboarding
- check_circleServe as the primary resource for remote team members in hybrid roles
Requirements
- verifiedHigh School Diploma or equivalent
- verified3 years Medical Insurance and Patient Access experience
- verifiedKnowledge of scheduling and pre-registration workflows
- verifiedKnowledge of insurance benefits, eligibility, and authorizations
- verifiedKnowledge of third-party authorization processes
Nice to Have
Training, coaching, or mentoring experience; Strong communication and presentation skills; Ability to thrive in a fast-paced, evolving environment; Detail-oriented with a process improvement mindset
