• Responsible for planning, organizing, leading and directing the overall patient financial clearance functions • Ensures financial clearance functions are performed efficiently throughout the Patient Access services enterprise • Maintains a complete record of current policies and procedures followed by staff • Develops goals and priorities, and assigns tasks and projects • Provides effective leadership and manages appropriate staff levels • Collaborates with other departments to ensure processes and systems for patient financial clearance are standardized and optimized

• Completes insurance verification, eligibility and benefit determination process utilizing integrated electronic eligibility system, payer websites, and phone for all insurance plans within the scope of the patient financial clearance department and assigned service line. • Interprets and documents the appropriate co-pay, deductible, share of cost, co-insurance, maximum benefit levels and/or available days. • Contacts patient as appropriate to obtain correct and updated information when necessary. • Completes Medicare Secondary Questionnaire as appropriate. • Applies authorization rules and requirements for all payors within the assigned work queues. • Develops a strong working knowledge of the procedures and diagnosis used in the assigned service-lines to ensure authorizations are properly completed for the scope of services that will be rendered to the patient. • Assesses the data required for authorization and securing sponsorship. • Communicates with respective clinics and referring providers to secure appropriate information to complete an authorization. • Follows up on pending authorization and referral requests to ensure timely completion and secured sponsorship for cases in the assigned work queue. • Arranges escalation process for clinics and clinicians to complete peer-to-peer appeal reviews with payor utilization management when needed. • Prioritizes work assigned to them to ensure that financial risk is minimized, and timely completion of authorizations is optimized, while meeting daily productivity measure goals. • Identifies risk associated with coverage and benefit issues related to the services that are being requested for authorization and escalates these issues to appropriate experts to address. • Identifies risk associated with securing financial clearance prior to service date and escalates to clinic and other resources to find an appropriate course of action (e.g. reschedule, cancel, sign PAFR). • Understands the role of financial counseling in securing clearance for cases that do not have authorization secured timely. • Properly refers these cases as appropriate. • Notifies the department manager with issues, instances of errors, or obstacles to successful completion of work. • Applies strong writing skills to account documentation, email communication and internal notes/memos. • Manages outbound and inbound phone calls. • Responds promptly to customer inquiries. • Assists team coordinator and department manager with special projects as needed. • Serves as a resource for other payor authorization teams. • Performs other duties and responsibilities as assigned by the Department.

• Lead RMI’s insurance and disaster resilience strategy, identifying high-impact opportunities where insurance can drive real-world resilience outcomes. • Develop and advance frameworks linking natural catastrophe risk, insurance pricing, resilience investment, and financial stability. • Shape RMI’s positions on emerging issues such as resilience incentives, risk-based pricing, insurance protection gaps, and insurance-linked adaptation finance. • Translate complex risk, regulatory, and market dynamics into actionable insights for insurers, investors, policymakers, and other stakeholders. • Contribute to organizational strategy-setting and cross-program integration (e.g., climate finance, adaptation, energy systems, and policy). • Design and oversee multi-year initiatives related to insurance, resilience, and physical risk. • Ensure analytical rigor across workstreams, including engagement with risk engineering, catastrophe modeling, and financial modeling where relevant. • Guide the development of high-quality outputs, including reports, frameworks, convenings, and pilot projects. • Serve as a senior external representative of RMI with insurance executives, regulators, investors, philanthropic partners, and global institutions. • Leverage and expand a strong external network across insurers, reinsurers, brokers, regulators, and allied adaptation and resilience organizations. • Drive fundraising and partner development, including shaping proposals and stewarding strategic relationships. • Represent RMI at industry forums, conferences, and private convenings. • Lead, mentor, and develop a team of staff, fostering a high-performance, collaborative culture. • Provide clear strategic direction, coaching, and accountability across a growing portfolio of work. • Contribute to RMI’s leadership community, supporting institutional learning, talent development, and operational excellence.

• Performs economic research and studies of rates of return, depreciation, and investments • Analyzes profit-and-loss income statements and prepares reports and recommendations to management • Generates forecasts and analyzes trends in sales, finance, and other areas of business • Researches economic progressions to assist the organization's financial planning • Creates financial models of "what if" scenarios for future business planning decisions • Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans • Conducts in-depth financial analysis, including variance analysis, trend analysis, and profitability analysis • Supports the forecasting process by analyzing trends, identifying key drivers, and preparing financial models • Identifies areas of improvement, cost-saving opportunities, and revenue enhancement strategies • Develops complex financial models to support strategic decision-making • Implements improvements in forecasting methodologies, data collection, and analysis techniques • Identifies opportunities to streamline financial processes, improve efficiency, and enhance data accuracy • Edits and improves team processes and workflows • Assists in coaching and providing guidance to junior-level team members.