Intake Specialist/Insurance Specialist-Early Steps

Insurance Specialist

Nature of Work: This position typically reports to a Manager, Fiscal & Business Administration, Safety Compliance Manager or other appropriate supervisor of a department or clinic with responsibility for insurance claims. To be successful in this non-exempt position, the Insurance Specialist must have knowledge of insurance related processes and terminology, release of records law, and data management and tracking computer systems, as well as applicable confidentiality and HIPAA laws, and university/departmental policies and procedures. This position requires good written and oral communication skills in order to effectively interact with insured individuals, claimants, medical and other service providers, insurance company representative

Responsibilities

Referral Management

• Phone reception/answering main line and routing calls or follow-up as appropriate both within the ES program staff and/or to other university or community entities based on the inquiry.
• Receive, review, and process referrals from families, healthcare providers, schools, and community agencies.
• Maintain accurate records of referral documents and records.
• Communicate with families to briefly explain program services and ensure families are still interested in moving forward with the process.
• Ensure compliance with timelines and documentation standards set by state and federal guidelines.
• Collect and verify demographic, medical, and developmental information to initiate the intake process.
• Serve as the first point of contact for families, providing compassionate guidance throughout the intake process.
• Process medical all medical records requests from FL DOH, attorneys and families.

Intake and insurance verification/consent to bill

• Conduct the Intake process for all families referred to the program.
• Send consent to bill insurance paperwork to families via the parent portal.
• Verify child's insurance information provided by the family and update the medical records to reflect.

Scheduling evaluations

• Schedule developmental evaluations, re-evaluations and ADOS evaluations in collaboration with SCs and multidisciplinary teams.

Qualifications

This position requires a high school diploma or equivalent with one to three years of relevant experience. Appropriate college coursework or vocational/technical training may substitute at an equivalent rate for the required experience. Proficiency with word processing and spreadsheet or database software preferred.

Senate Bill 1310- The Florida Senate is conditional upon meeting all employment eligibility requirements in the U.S.

SB 1310: Substitution of Work Experience for Postsecondary Education Requirements A public employer may include a postsecondary degree as a baseline requirement only as an alternative to the number of years of direct experience required, not to exceed: (a) Two years of direct experience for an associate degree; (b) Four years of direct experience for a bachelor's degree; (c) Six years of direct experience for a master's degree; (d) Seven years of direct experience for a professional degree; or (e) Nine years of direct experience for a doctoral degree Related work experience may not substitute for any required licensure, certification, or registration required for the position of employment as established by the public employer and indicated in the advertised description of the position of employment.

About Us

Working at USF

With approximately 16,000 employees, the University of South Florida is one of the largest employers in the Tampa Bay area. We are dedicated to cultivating a talented, engaged and driven workforce that strives to be bold. Employees excel in USF's rich academic environment, which fosters their development and advancement. In 2025, Forbes recognized USF as one of Florida's best large employers, ranked No. 1 among the state's 12 public universities. Our first-class benefits package includes medical, dental and life insurance plans, retirement plan options, employee and dependent tuition programs, generous leave, and hundreds of employee perks and discounts.

About USF

The University of South Florida is a top-ranked research university serving approximately 50,000 students from across the globe at campuses in Tampa, St. Petersburg, Sarasota-Manatee and USF Health. USF is recognized by U.S. News & World Report as a top 50 public university and the best value in Florida. U.S. News also ranks the USF Health Morsani College of Medicine as the No. 1 medical school in Florida and in the highest tier nationwide. USF is a member of the Association of American Universities (AAU), a group that includes only the top 3% of universities in the U.S. With an all-time high of $738 million in research funding in 2024 and as a top 20 public university for producing U.S. patents, USF uses innovation to transform lives and shape a better future. The university generates an annual economic impact of more than $6 billion. USF's Division I athletics teams compete in the American Athletic Conference.