• Verify patient insurance eligibility, benefits, and coverage prior to treatment or service. • Secure prior authorizations from insurance companies for scheduled medical services and treatments. • Complete and submit authorization requests accurately and within required turnaround times. • Communicate with insurance providers via phone and payer portals to obtain authorization approvals and verify coverage details. • Coordinate with internal clinical and administrative teams regarding authorization status and any additional documentation requirements. • Maintain accurate and up-to-date records of insurance verifications, authorizations, approvals, denials, and follow-up activities. • Monitor pending authorization requests and proactively follow up to prevent delays in patient care. • Review payer requirements and ensure all submitted documentation meets insurance guidelines. • Escalate authorization issues or delays to the appropriate internal stakeholders when necessary. • Ensure compliance with patient confidentiality requirements and applicable healthcare regulations. • Perform other related duties as assigned.

Role Description Create and maintain operating procedures for the Consumer & Small Business Banking that comply with overarching operational policies that support Truist values and protect the relationship of the company within the marketplace and regulatory communities. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. - Create and maintain teammate operating procedures with a moderate to high technical complexity, focusing on efficiency, accuracy, and reducing ambiguity. Assess the need for end user communication when changes are needed or new procedures are created, assist with that communication, and coordinate publication dates. - Develop and maintain partnerships with Compliance, Legal, Risk, Subject Matter Experts, and End Users through open, timely, and accurate communications. Evaluate and respond to end user feedback by providing answers to teammate questions and scheduling procedure updates as needed. - Maintain an awareness of the intended and unintended consequences of actions. Assess gaps in processes and make recommendations to solve concerns. Use strategic thinking skills to influence change and gain buy-in from partners. - Perform an annual review of operating procedures, partnering with appropriate teammates, to determine if changes are needed to comply with regulatory/process changes. Document the review and coordinate end user communication. - Act as a mentor for other Procedure Specialists, provide training, and assist the Knowledge Delivery Manager with answering daily questions. - Manage competing priorities effectively and stay organized even with highly detailed work. Day-to-day activities include attending project meetings, updating procedures, educating partners on workflow, managing workflow, reviewing/publishing procedures, and escalating risk-based concerns. Qualifications - Bachelor's degree, or equivalent education and/or related training - 5 years' experience in a related field of banking operations or retail/commercial banking - Demonstrated strong interpersonal, leadership, communications, and analytical skills - Intermediate PC skills to include a good working knowledge of Microsoft Office - Demonstrated ability to prioritize, delegate, follow up, and expedite all issues daily - Solid knowledge of financial industry applicable laws such as Patriot Act, AML, and BSA, core deposit products and related activities, and banking systems Requirements - College Degree with a focus on business or technical writing or 3 years' experience in multiple areas of bank operations - At least two years of experience writing procedures for Truist - Experience with quality review, audits, and regulatory reporting - Experience with Truist lending processes and systems Benefits - Medical, dental, vision, life insurance, disability, accidental death and dismemberment - Tax-preferred savings accounts and a 401k plan - No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment - 10 sick days (also prorated) and paid holidays - Eligibility for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

• Monitors the authorizations of upcoming surgical cases on the physician’s calendars ensuring authorizations for surgeries are obtained in a timely and accurate manner. • Verifies patient demographic information and insurance eligibility including coordination of benefits; updates and confirms necessary information to allow processing of claims to insurance plans. • Accurately completes surgical cost analysis form, documenting the required surgical cost estimation for collection prior to services. • Verifies benefits on all surgical procedures. • Document authorizations and progress of authorizations in the patient’s chart. Enters the authorization information within case management. • Must be able to communicate effectively with physicians, patients, and co-workers and be capable of establishing good working relationships with both internal and external customers. • Participate in providing ongoing training and education of staff as it relates to new processes to ensure timely confirmation of surgical cases. • Work with department manager to respond to and reduce complaints timely and professionally. • Assist surgery schedulers with STAT authorizations. • Ensure strict confidentiality of all health records, member information and meet HIPAA guidelines. • Assists in identifying opportunities for improvement within the daily workflow process. • Attends department meetings as required.

• Monitors the authorizations of upcoming surgical cases on the physician’s calendars • Ensures authorizations for surgeries are obtained in a timely and accurate manner • Verifies patient demographic information and insurance eligibility including coordination of benefits • Updates and confirms necessary information to allow processing of claims to insurance plans • Accurately completes surgical cost analysis form • Verifies benefits on all surgical procedures • Documents authorizations and progress of authorizations in the patient’s chart • Communicates effectively with physicians, patients, and co-workers • Participates in providing ongoing training and education of staff • Works with department manager to respond to and reduce complaints