Lead Verification of Benefits Specialist

About the Role

The Verification of Benefits Team Lead serves as an operational leader and subject matter expert within the Revenue Cycle Management department. In addition to maintaining an individual verification workload, this role partners closely with VOB leadership to support daily operations, guide teammates through complex insurance scenarios, and drive consistency across verification workflows.

The Team Lead plays a key role in ensuring accurate and timely insurance verification while supporting team productivity, quality, and operational excellence. This position serves as a trusted resource for teammates, assists with onboarding and training initiatives, helps triage complex benefit issues and escalations, and collaborates cross-functionally with Admissions, Utilization Review and other RCM departments.

This role is ideal for someone who enjoys balancing hands on insurance verification with leadership responsibilities, process improvement, and mentoring others in a fast-paced, mission driven environment.

Responsibilities

Maintain a modified individual workload verifying complex commercial, government, or managed care benefits

Obtain, analyze, and accurately document insurance benefits, policy limitations, authorization requirements, and coverage details within Salesforce to support financial and admission decisions

Serve as the primary operational resource for complex insurance scenarios, benefit escalations, and workflow questions

Partner with VOB Leadership to monitor daily queues, distribute workloads, and ensure timely turnaround times for urgent admissions

Review complex VOB cases and assist with workflow triage to ensure timely, accurate benefit verification and reimbursement while promoting quality and consistency across the team

Support the onboarding of new hires, provide ongoing coaching, and assist leadership with quality assurance audits

Collaborate with Admissions, Utilization Review, Billing, Patient Finance, and other cross-functional teams to resolve insurance-related issues and improve operational efficiency

Investigate escalated insurance billing inquiries and benefit discrepancies and partner with the appropriate teams toward resolution

Participate in audits, reporting, operational initiatives, and other special projects

Other duties as assigned

Requirements

3+ years of experience in behavioral health, substance abuse, or healthcare insurance verification and billing required

Demonstrated expertise interpreting complex insurance benefits, authorization requirements, and payer policies

Previous experience serving as a team lead, trainer, mentor, or in another informal leadership capacity preferred

Strong understanding of healthcare reimbursement, insurance verification workflows, and payer processes

Excellent critical thinking and problem-solving skills with the ability to navigate complex insurance scenarios and resolve escalated issues

Strong organizational and time management skills with the ability to prioritize competing priorities in a fast-paced environment

Excellent written and verbal communication skills with the ability to collaborate effectively across cross-functional teams

Proven ability to coach, mentor, and support teammates while fostering a collaborative team environment

Exceptional attention to detail and commitment to accuracy

Ability to maintain confidentiality and exercise sound judgment when handling protected health information

Experience working within Salesforce and insurance portals

Able to work a hybrid schedule of four days per week in our Nashville office and reside within 75 minutes' commuting distance of the office

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.#LI-HYBRID

Additional Information

The total target base compensation for this role will be between $53,000 and $60,000 per year at the commencement of employment. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits.

Please note that this role is not available to candidates in Alaska, Maine, Washington DC, New Jersey, California, New York, Massachusetts, Connecticut, Colorado, Washington State, Oregon, or Minnesota.