Data and Compliance Coordinator

• Serve as lead administrator of our CRM (ServTracker/CXM): enter and maintain client, route, and service data, and troubleshoot system issues.
• Track, request, and renew insurer service authorizations (Medicaid/Passport, Anthem, Buckeye, CareSource, Molina, Plan4Home, Area Office on Aging).
• Reconcile delivery and service-unit data against approved authorizations before handoff to Accounting for billing.
• Partner with Accounting on claim submission timelines and denial follow-up.
• Maintain client files and prepare documentation for state, Medicaid, and Area Office on Aging audits.
• Run routine and ad hoc reports for agency leadership.
• Pitch in on cross-training, client/volunteer customer service, and occasional community engagement events., Join us as a Data and Compliance Coordinator to empower our organization with reliable, compliant, and insightful data solutions that drive success!

• Associate’s or bachelor’s degree in a related field (healthcare administration, business, IT, social work, or similar), or 5+ years of equivalent experience.
• 5+ years of experience with a relational database, CRM, or client management system; healthcare, insurance, or human services experience strongly preferred.
• A track record of high accuracy in data entry and the ability to self-audit your own work.
• Strong organizational and time-management skills; comfort meeting daily deadlines with minimal supervision.
• Proficiency with MS Office 365 (especially Excel) and comfort learning new software platforms.
• Strong written, verbal, and interpersonal communication skills.
• Bonus: experience with medical/insurance billing, claims reconciliation, Medicaid/Medicare or waiver programs, or accounting software (e.g., MIP).

You don’t need to check every box above. If your experience is transferable and you’re strong on the core skills (data accuracy, CRM systems, time management), we encourage you to apply.

Pulled from the full job description

• 403(b)
• 401(k)
• Health insurance
• 401(k) matching
• Paid time off
• Vision insurance
• Health savings account, * 401(k)
• 401(k) matching
• 403(b)
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance