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Team Lead - Eligibility & Enrollment

Firstsource
United States, California, Salinas
Jul 07, 2025

Team Lead-Eligibility & Enrollment

Hybird position in Salinas, CA

Monday - Friday 8a -5pm PST

Pay: Up to $25 hourly

GENERAL SUMMARY:

The Eligibility & Enrollment Team Lead l is responsible for assisting the Department Manager or Supervisor. He or She will assist with employee training, answering questions, and tracking time/attendance, while maintaining their own assigned workload.

Foundation Knowledge, Skills, and/or Abilities Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Duties and Responsibilities:



  • Oversee and direct the daily activities of the Eligibility staff in office or onsite at a client location.
  • Provide daily/weekly account reports to the Department Manager.
  • Prepare and conduct staff training.
  • Maintain time and attendance records for staff.
  • Delegation and inspection of workflows.
  • Coordinate and/or assume responsibilities for employees during absenteeism, heavy workloads, etc.
  • Meet goals and objectives as assigned by management.
  • Report and document employee disciplinary problems to the department manager.
  • Maintain good working relationships with state and federal agencies.
  • Assist other patient representatives in the unit with questions they have regarding how to work accounts.
  • Direct the workflow for the unit.


Additional Duties and Responsibilities:



  • Screen patients for eligibility programs on the state and Federal levels.
  • Identify all areas of patients' needs and direct them to the appropriate agency for assistance.
  • Start the application process when possible.
  • Advise patients regarding assistance programs.
  • Record thorough and accurate documentation on patient accounts in the CUBS system.
  • Assess the status and progress of applications.
  • Process escalated calls.
  • Adhere to prescribed policies and procedures as outlined in the Employee Handbook and the Employee Code of Conduct.
  • Maintain awareness of and actively participate in the Corporate Compliance Program.
  • Oversee the client inventories for the hospitals assigned to the unit and be proactive in
  • resolving issues.



Educational/Vocational/Previous Experience Recommendations:



  • High school diploma or equivalent is required.
  • Bachelor's Degree preferred.
  • 1 - 3 years' experience in a leadership role is preferred
  • 1 - 3 years' experience in a healthcare eligibility role (government or hospital) preferred
  • Excellent written and verbal communication skills.
  • Demonstrated leadership abilities.
  • Ability to present oneself in a professional and courteous manner at all times.
  • Ability to stay on task with little or no management supervision.
  • Demonstrate initiative and creativity in fulfilling job responsibilities.
  • Ability to prioritize multiple tasks in a busy work environment.
  • Strong working knowledge of personal computers including Microsoft Office.


Working Conditions:



  • Call Center environment or onsite at a contracted facility
  • Must be able to sit for extended periods of time.



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