Advanced Medical Assistant, Insurance Handling

We’re hiring an experienced Advanced Medical Assistant with strong insurance and revenue cycle expertise to support our healthcare clients in a fully remote capacity. If you have medical administrative experience, but not strong insurance experience, please instead see https://www.upwork.com/ab/applicants/2016173728533749305/job-details For the Advanced role below, we seek someone who deeply understands the insurance lifecycle — from eligibility through adjudication and appeals — and can operate independently while maintaining precision, empathy, and urgency. At least 1 year of solid insurance experience, and likely 2+ years, will be needed for success in this role. At HELM, we build exceptional remote healthcare teams. If you're serious about professional growth and operational excellence, you’ll feel aligned with what we stand for (www.helm.ceo/manifesto). Role Overview As an Advanced Medical Assistant, you will serve as a critical bridge between patients, providers, and payers. You will manage front-end and back-end insurance workflows, resolve billing concerns, prevent revenue leakage, and ensure claims move efficiently from submission to payment. You must have hands-on experience across most or all areas of insurance handling and medical administrative operations. Core Responsibilities Insurance & Revenue Cycle Management (Required Experience) Verify insurance eligibility and benefits accurately prior to visits Handle insurance verification and document reference numbers and coverage details Obtain and manage insurance pre-authorizations Submit claims and ensure clean claim processing Review and understand healthcare claims adjudication Identify and manage insurance claim denials Prepare and submit appeals for denied claims Answer patient billing questions with clarity and confidence Communicate with insurance payers to resolve claim discrepancies Clinical & Administrative Support Handle inbound/outbound patient calls, SMS, and chat with professionalism and compassion De-escalate billing or care-related concerns while maintaining composure Schedule, reschedule, and confirm appointments across providers and locations Complete patient intake (demographics, insurance, consent forms) Document patient interactions clearly in EHR systems Coordinate prescriptions and relay provider instructions Monitor worklists and prioritize time-sensitive tasks Collaborate with verification, pre-auth, billing/AR, and clinical teams for smooth handoffs Requirements Proven experience in a medical administrative or advanced medical assistant role (required) Direct experience handling insurance workflows, claims, denials, and appeals (required) Strong understanding of the full healthcare revenue cycle Excellent phone presence with strong de-escalation and patient service skills Highly detail-oriented with clean documentation habits Organized and process-driven, with the ability to improve workflows Proactive and self-directed — does not wait to be told what to do Ownership mindset — follows through until resolution Comfortable collaborating cross-functionally (verification, billing, AR, clinical) Clear spoken and written English required Bilingual (Spanish/English) highly valued but not required Comfortable with EHR systems, VoIP platforms, remote desktop, and VPN tools Reliable home office setup with strong internet and a professional workspace What Makes a Strong Candidate Understands what providers need and anticipates gaps before they become problems Can read an EOB and immediately identify issues Knows how to prevent denials — not just react to them Communicates with insurers confidently and professionally Learns quickly and adapts to specialty-specific billing requirements Balances compassion with operational efficiency Any minor skill gaps should be offset by sharp judgment, strong pattern recognition, and the ability to learn fast. Compensation $1000 – $1,500/month (depending on experience) If this sounds like you — or someone who takes pride in mastering insurance workflows and keeping revenue moving — I’d love to connect. Josh