Regional Resident Finance & Insurance Liaison

Multi-Facility [Region/Cluster] | Full-Time | Extensive Regional Travel Required

About the Role

We are seeking a knowledgeable, patient, and resident-focused professional to serve as Regional Finance & Insurance Liaison across our network of skilled nursing facilities. In this role, you will travel among facilities to help residents and their families navigate the financial side of long-term and post-acute care — understanding their health insurance coverage, their financial responsibilities, and the resources and programs available to them, including Medicaid. You'll bring clarity to one of the most confusing parts of the care journey so residents and families can make informed decisions with confidence.

This is a regional, field-based position covering multiple facilities, with substantial daily driving between locations. This is an education and support role, not a sales role. You will not be selling insurance or enrolling residents in health plans — you will be the trusted resource who makes a complicated system understandable.

What You'll Do

Insurance Education

• Meet one-on-one with residents and families to review and explain their current coverage — Medicare, Medicare Advantage, Medicaid, Medigap, and Part D — including benefits, cost-sharing, and coverage rules
• Provide clear, objective education about how different types of coverage work, using official CMS and government-published materials
• Help residents understand their rights, including grievance and appeal processes
• Explain enrollment periods and eligibility rules relevant to each resident's situation
• Connect residents seeking plan-selection counseling with HIICAP (New York's free, independent health insurance counseling program) and other neutral resources

Financial Counseling & Medicaid

• Educate residents and families on the financial aspects of skilled nursing care, including coverage limits, co-insurance, and personal financial responsibility (NAMI)
• Guide families through Medicaid eligibility basics — income and resource rules, spend-down, and the application process — and assist with gathering documentation for Medicaid applications in coordination with the Business Office
• Explain the transition between coverage types (e.g., Medicare benefit exhaustion to Medicaid) and what it means for the resident and family
• Serve as a consistent point of contact for families with billing, coverage, or benefits questions, coordinating with each facility's Business Office and Social Work teams

Business Office & Admissions Support

• Be available to support facility Business Office and Admissions teams on resident coverage, benefits, and financial responsibility matters — including coverage verification questions, benefits clarification, and family-facing financial communication
• Support the admissions process by helping incoming residents and families understand their coverage and anticipated financial responsibility prior to or upon admission
• Coordinate with Admissions, the Business Office, and Social Work at each facility to ensure coverage and benefits information is accurate and clearly communicated at each stage of the resident's stay

Program Delivery & Regional Coverage

• Travel regularly among assigned facilities on a rotating schedule, maintaining a consistent on-site presence at each location
• Provide education to all residents on a consistent, uniform schedule across all assigned facilities, beginning at admission and continuing at regular intervals throughout the resident's stay
• Document encounters and referrals, and coordinate with Social Work on coverage-related questions arising in care planning

Who You Are

• Experienced with Medicare (Parts A–D), Medicare Advantage, Medicaid (eligibility and applications), and/or Medigap; NYS managed care and NY Medicaid familiarity a strong plus
• Familiar with the skilled nursing admissions process, including hospital referrals, bed offers, and facility marketing/outreach, and how coverage and benefits questions arise throughout it
• Background in SNF business office operations, admissions, healthcare advocacy, social work, SHIP/HIICAP counseling, or Medicaid planning preferred
• A clear communicator who can make complex insurance and financial concepts accessible to elderly residents and their families
• Organized, self-directed, and comfortable managing a multi-site schedule independently
• Valid driver's license, reliable vehicle, and willingness to drive extensively between facilities daily; mileage reimbursement provided
• Thorough with documentation and committed to resident autonomy and informed choice

Why This Role Matters

The financial side of long-term care is overwhelming for most families. You'll be the person who brings clarity — helping residents and families understand their coverage, their options, and their path forward at a time when it matters most.

Compensation: $70,000–$80,000 annually, plus mileage reimbursement

#upstate123