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Patient Benefit Advisor 2, Full Time

University of Miami
Miami, FL

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Job Details

Current Employees:

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Location: UHealth Tower

Shift Days: Monday - Friday

Shift Hours: 8:00AM - 4:30PM

The individual in this position is part of the On-site Patient Access (OPA) team responsible for processing approximately 1.3M annual visits and serves as a patient advocate responsible for educating patients and/or guarantors on the healthcare costs associated with their care and determining their ability to meet their self-pay financial responsibility by conducting pre-service screenings which include a comprehensive review of scheduled services, charges, verification of benefits, previous balances, and estimated out of pocket expenses. Assists patients and/or guarantors in meeting their financial obligations by offering payment plans and/or identifying alternate payment sources that patient may be eligible for, such as federal, state, local or charity programs. This position plays a key role in the revenue cycle and is responsible for generating over $1.2M per year in upfront collections for the University of Miami Health System. Position requires a culturally sensitive professional with exceptional customer service and collection skills, and extensive knowledge of insurance and state/federal and local programs that can perform in a challenging high volume, fast paced work environment and meet established key performance metrics. This position supports the desired culture and philosophies of the University of Miami Health System by providing compassionate patient centric patient access services.


  • Reviews schedules and identifies patients who are uninsured/under-insured and/or have previous balances.

  • Conducts comprehensive review of scheduled services, insurance coverages, previous balances, and payment history and creates a detailed estimate.

  • Develops global packages for self-pay patients/guarantors promptly within 24 business hours of request.

  • Serves as a patient benefit and financial advisor advocate by making outbound calls and/or meeting with patients and/or guarantors in order to educate and facilitate their understanding of the costs associated with the health care services they need, how much their insurance covers and what will be their out of pocket costs and provides them with a detailed estimate of costs.

  • Assists patient/guarantors in meeting their financial obligations by offering payment plans and/or identifying alternate payment sources prior to date of service.

  • Processes credit card payments made over the telephone in accordance with Payment Card Industry (PCI) security standards and monitors and follows up on pending deposits/payments.

  • Establishes and maintains effective collaborative working relationships with other departments, providers, insurance companies, federal, state, or local agencies to assist patient/guarantor in meeting financial obligations.

  • Provides statements in accordance with established policies and procedures.

  • Strives to meet or exceed established individual and departmental key performance indicator goals.

  • All collection efforts are clearly documented in system and provides follow-up of accounts until they are resolved.

  • Acts as a liaison and collaborates with the On-site Pt. Access Team, CBO, and Clinical Departments in resolving any charge or previous outstanding balance discrepancies.

  • Trains new recruits in the Patient Benefit Advising team regarding procedures and systems and is the Subject Expert Matter and a resource to co-workers and internal customers.

  • Performs other duties as assigned.


  • High School diploma

  • Three (3) years of relevant experience in customer service and/or sales

The University of Miami offers competitive salaries and a comprehensive benefits package including medical, dental, tuition remission and more.

UHealth-University of Miami Health System, South Florida's only university-based health system, provides leading-edge patient care powered by the ground breaking research and medical education at the Miller School of Medicine. As an academic medical center, we are proud to serve South Florida, Latin America and the Caribbean. Our physicians represent more than 100 specialties and sub-specialties, and have more than one million patient encounters each year. Our tradition of excellence has earned worldwide recognition for outstanding teaching, research and patient care. We're the challenge you've been looking for.

Patient safety is a top priority. As a result, during the Influenza ("the flu") season (September through April), the University Of Miami Miller School Of Medicine requires all employees who provide ongoing services to patients, work in a location (all Hospitals and clinics) where patient care is provided, or work in patient care or clinical care areas, to have an annual influenza vaccination. Failure to meet this requirement will result in rescinding or termination of employment.

The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.

Job Status:

Full time

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The University of Miami is one of America's top research universities located in one of the most dynamic and multicultural cities in the world.

A vibrant and diverse academic and healthcare community, the University of Miami and the University of Miami Health System (“UHealth”) have rapidly progressed to become one of the nation’s top research universities and academic medical centers in the nation. The mission of the University of Miami is to transform lives through education, research, innovation, and service

The University comprises 12 schools and colleges serving undergraduate and graduate students in more than 350 majors and programs. Visit to learn more about our points of pride.

Bascom Palmer Eye Institute is ranked the #1 eye hospital in the USA and offers some of the nation's premiere eye doctors to treat every eye condition for adults. Sylvester Comprehensive Cancer, part of the Miller School of Medicine, received the prestigious National Cancer Institute designation in 2019. With more than $413 million in research and sponsored program expenditures annually, the University of Miami is a member of the prestigious Association of American Universities (AAU). Only 3 percent of four-year institutions in the nation are invited to join the AAU, which recognizes breadth and quality of research and scholarship. While the majority of this work is housed at the Miller School of Medicine, investigators conduct hundreds of studies in other areas, including marine science, engineering, education, and psychology.

The University of Miami and UHealth have also ranked among the Forbes Best Employers and Best Employers for Women on several occasions, most recently in 2022.

Transforming lives

With more than 17,000 faculty and staff, the University strives for excellence and is driven by a powerful mission to transform and impact the lives of its students, patients, members of the community, and people across the globe.

The University is committed to fostering a culture of belonging, where everyone feels valued and has the opportunity to add value. Through values of Diversity, Integrity, Responsibility, Excellence, Compassion, Creativity, and Teamwork (DIRECCT) the U community works together to create an environment driven by purpose, excellence, community, and service.

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