Spanish-Speaking Medical Virtual Assistant – Insurance, Claims

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Logo of Winning Assistants LLC

Winning Assistants LLC

51 - 200 employees

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

Winning Assistants LLC is a staffing and recruiting company that provides virtual assistants from the top 1% of the global talent pool. They specialize in helping doctors, healthcare professionals, and business owners save time, reduce costs, and scale operations with highly skilled, HIPAA-compliant virtual assistants. Their services include admin support, medical office management, marketing, and customer service, allowing clients to focus on growth.

📋 Description

• Conduct insurance eligibility verification and pre-checking before patient services • Follow up on outstanding, unpaid, rejected, or denied insurance claims until issues are resolved • Identify and help resolve insurance issues before patients are billed • Maintain accurate insurance and claims records • Handle inbound and outbound patient calls • Assist with scheduling and appointment coordination • Conduct proactive patient follow-ups and support confused or frustrated patients • Communicate with Spanish-speaking patients when needed • Proofread Spanish translations and review bilingual patient documents • Coordinate referrals with referring providers • Track incomplete notes and documentation • Follow up with Kelly regarding incomplete notes, outstanding documentation, and priorities • Send completed documentation to appropriate providers • Maintain tracking systems for referrals, follow-ups, deadlines, and outstanding tasks • Assist with office management, organization, and accountability reminders • Format documents and proofread newsletters • Support the culinary medicine program through recipe review, curriculum proofreading, and medical student coordination • Provide administrative support for diabetes boards and committees • Assist with Pump/Omnipod training coordination • Organize priorities and prevent important tasks from falling through the cracks

🎯 Requirements

• Previous healthcare, medical office, or Medical VA experience is strongly preferred • Hands-on experience with insurance verification, eligibility/pre-checking, claims follow-up, unpaid claims, and denied claims is highly preferred • Spanish fluency is highly preferred but not required • Experience with Healthie EHR is an advantage • Strong patient communication and professional phone etiquette • Warm, personable, patient, and empathetic • Highly organized with excellent attention to detail • Strong follow-up and task-management skills • Proactive and comfortable taking initiative without constant supervision • Comfortable providing persistent but respectful accountability and reminders • Strong problem-solving skills and ability to manage multiple priorities • Reliable and responsive with excellent written and verbal communication skills • Comfortable using phone systems, text messaging, Slack, Salesforce, WhatsApp, and Skype • Relevant work experience required • Must speak and write English clearly and professionally • Must provide an NBI Clearance and/or Local Police Clearance before onboarding • Must attend video meetings with camera on when required • Reliable laptop or desktop computer • Stable high-speed internet connection of at least 25 Mbps • Noise-canceling headset • Working webcam • Quiet and professional work environment • Spanish-speaking ability is preferred but not required • Education/teaching background for healthcare professionals is highly preferred but not required

🏖️ Benefits

• Dedicated HR & Contractor Support Team • Premium VPN Access (Optional) • HIPAA & Cybersecurity Training + Certification (Provided) • Top 1% VA Performance Training • Client-Approved U.S. Holidays • Client-Approved Paid or Unpaid Time Off; paid time off is optional and client-dependent • Access to Tools & Resources, including templates, workflow guides, productivity tools, and client-specific SOP support • Optional performance-based bonuses, incentives, or increased hours based on performance • Independent-contractor perks and client-approved allowances

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