Financial Assistance Trainee

Job Summary

We are seeking a detail-oriented and customer-focused Financial Assistance Trainee to support our Financial Assistance program. This role plays an important part in helping customers access financial support by reviewing applications, maintaining accurate records, and ensuring timely communication throughout the review process.

We are seeking a detail-oriented and customer-focused Financial Assistance Trainee to support our Financial Assistance program. This role plays an important part in helping customers access financial support by reviewing applications, maintaining accurate records, and ensuring timely communication throughout the review process.

The ideal candidate demonstrates strong attention to detail, excellent organizational skills, and a passion for delivering a positive customer experience. This position provides an excellent opportunity to develop business, healthcare, and financial operations experience while working in a collaborative and fast-paced environment. The successful candidate will consistently demonstrate our five key behaviors: Energize, Speak Up, Collaborate, Innovate, and Deliver.

Key Responsibilities:

Review financial assistance applications and supporting documentation for completeness and accuracy.

Evaluate submissions against established program guidelines and eligibility criteria.

Maintain accurate and timely records in designated systems and databases.

Communicate application status, requests for additional information, and eligibility decisions to patients and other stakeholders.

Monitor and manage assigned work queues and shared inboxes to ensure timely processing.

Escalate complex cases or exceptions to appropriate team members for review.

Collaborate with cross-functional teams to resolve application, documentation, or system-related issues.

Ensure compliance with company policies, patient privacy requirements, and program procedures.

Identify opportunities to improve processes, enhance efficiency, and support continuous improvement initiatives.

Foster a positive and inclusive work environment by demonstrating accountability, teamwork, and professionalism.

Education:

Currently pursuing or recently completed a Bachelor's degree in Finance, Accounting, Business Administration, Economics, Healthcare Administration, or a related field.

Experience:

Previous internship, academic project, customer service, or administrative experience is a plus but not required.

Experience working with data, documentation, or customer-facing activities is preferred.

Exposure to process improvement, digital transformation, workflow automation, or technology-driven projects is a plus.

Technical Skills:

Proficiency in Microsoft Excel and Microsoft Office applications.

Ability to learn and navigate multiple systems and applications.

Interest in automation, digitalization, and leveraging technology to improve efficiency and customer experience.

Familiarity with tools such as Power Automate, Copilot, Power BI, or other workflow automation technologies is a plus.

Soft Skills:

Exceptional attention to detail and accuracy.

Strong analytical and problem-solving skills.

Excellent written and verbal communication skills.

Strong organizational and time-management abilities.

Ability to work independently while collaborating effectively within a team.

Customer-focused mindset with a commitment to professionalism and empathy.

Insulet started in 2000 with an idea and a mission to enable our customers to enjoy simplicity, freedom and healthier lives through the use of our Omnipod® product platform. In the last two decades we have improved the lives of hundreds of thousands of patients by using innovative technology that is wearable, waterproof, and lifestyle accommodating.