Patient Benefits Counselor
Job Type

General Summary:

The Patient Benefits Counselor will provide education and enrollment assistance to patients, in obtaining health benefits, as well as, maximizing retention and utilization of managed care lives. This position actively educates patients about benefit programs, communicates available programs to eligible patients/members, and enrolls patients in elected programs. It will be the responsibility of the Patients Benefits Counselor to help patients navigate and access community services and other resources available to them in the community.

Summary of Essential Duties: 

  • Enrolls qualified patients into IPA Health Plans 
  • Complete assessments and referring patients to the appropriate programs and resources
  • Assists patients in obtaining health benefits (i.e. Medi-Cal, Healthy Families, Healthy Kids, AIM, Medicare, Private Insurance, etc.)
  • Follow-ups on status of enrollment application
  • Assists patients in retaining their benefits
  • Adheres to State Health plans rules and regulation for enrollments
  • Provides Community Outreach
  • Maintains working relationships with clients/patients, employees and IPA Health Plans 
  • Participates in community events such as health fairs and other community events
  • Travel 25% from clinic to clinic
  • Attendance and punctuality is essential in order to provide quality of care to patients, face-to-face interaction with patients, and to work with provided healthcare equipment collected at clinics
  • Represents SCFHC in a positive, professional, responsible manner to staff, providers, case managers, and team members 

Job Specifications: (Knowledge, skills, abilities and experience normally required for competent performance)

Education and Knowledge

  • High School Diploma or equivalent required
  • Demonstrate knowledge of safety, infection control & emergency policies and procedures


  • A minimum of 1 year patient enrollment experience
  • Computer experience required

 Skills and Abilities

  • Must have excellent phone, communication, and excellent customer service skills
  • Must work well in a fast-paced environment
  • Bilingual/bi literate English/Spanish Required

Licensure and Certifications

  • Certified Assistant Applicant (CAA) certified preferred
  • Certified Enrollment Counselor (CEC) preferred
  • Current drivers’ license and auto insurance