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Utilization Management Assistant

Advocate Health · Milwaukee, WI · $20.80–$31.20 an hour · Full time

Posted Sep 30, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

You'll manage faxes, phone calls and portal requests about authorizations and denials. How do you keep track of everything coming in so nothing is missed?

What they are checking: Whether they track faxes, calls and portal requests systematically, since a missed authorization can delay patient care or lead to denied claims.

Tell me about a time you dealt with a difficult caller.

What they are checking: Whether they stay courteous and professional with difficult callers, since frustrated patients and payers still need accurate help and a respectful response.

This is a fully remote role. How do you stay productive and connected working from home?

What they are checking: Whether they have the self-discipline and communication habits remote work requires, since teammates depend on them being responsive and reliable from home.

What would you do

A payer calls asking for clinical information. How do you decide what you can send?

What they are checking: Whether they follow HIPAA and release-of-information rules, sending only what is permitted, since sharing too much can expose patients and the hospital.

A payer approves fewer days than the patient has been in the hospital. What do you do?

What they are checking: Knowing to flag the gap quickly to the UR nurse so it can be appealed or managed.

You have several urgent requests at once. How do you decide which to handle first?

What they are checking: Whether they prioritize by deadlines and patient impact, since authorization time limits can affect whether patients get timely care and coverage.

About the work

How do you document an authorization in the EHR so the UM nurse has what they need?

What they are checking: Whether they document authorizations clearly and completely, so the UM nurse can act quickly without chasing missing details from the payer.

How comfortable are you with spreadsheets and data entry?

What they are checking: Basic data skills the posting lists as part of the job.

How do you verify insurance information when a caller gives you incomplete details?

What they are checking: Whether they persist in confirming insurance details when information is incomplete, since wrong coverage data can lead to denials and surprise bills.

What do you know about the difference between an authorization and a denial in utilization management?

What they are checking: Basic understanding of the UM process they will support every day.

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The full job description

As published by Advocate Health.

Department: 11221 Advocate Aurora Health Corporate - WI Utilization Management Status: Full time Benefits Eligible: Yes Hou rs Per Week: 40 Schedule Details/Additional Information: 1.0 FTE Day Shift Fully remote Pay Range: $20.80 - $31.20 Major Responsibilities: • Manage incoming fax, phone, and portal communications or any other requests from internal and external customers pertaining to clinical requests, approvals, authorizations, and denials; determine action required, and document all activities performed accurately and clearly in the designated database/area(s) of EHR. • Communicate clinical needs, authorizations, and denials to the Utilization Review Nurses and Managers for follow up • Verify insurance information provided by callers, fax, or Portal and send information to payers as requested, including discharge dates and disposition or clinical reviews/summaries prepared by UM RNs (if directed to do), while ensuring that all actions taken align/comply with the confidentiality and HIPAA compliance guidelines • Follow up with payers to validate the authorization and confirm the days approved, and capture approved days in the EHR • Enter data into database, spreadsheets, and perform analysis as directed. Provide efficient, courteous, and expert customer service to all internal and external callers. Open, sort, and process incoming mail/correspondence directed to the Utilization Review. Maintain the department records and files. • Ensure provider compliance with Patient Status Admit Order (PSAO) co-signatures across the hospital sites covered by centralized UM. • Utilize standard reports/patient lists withing the EHR to identify PSAO co-signature delinquencies and follow up with reminders/escalations to physicians to sign admission orders • Follow the standard process to notify treating physician via perfect serve or other approved/designated methods of communication. • Interact with Site and System Physician Advisors based on guidelines for escalation. Document all actions taken and status updates in the EHR. • Maintain PSAO spreadsheet to track signature requests. Provide support and instruction to physicians to assist in the LOC order signature process. Education/Experience Required: • Level of Education: • Four + years secretarial experience and High School Graduate or equivalent or • Associates Degree Years of Experience: 2+ years of secretarial experience –preferably in a medical environment Knowledge, Skills & Abilities Required: • Competent in advanced functions with Microsoft Outlook, Word, Power Point, Excel and complete basic reporting Type 55+ words per minute. • Strong critical thinking and communication skills to problem solve, and interact with colleagues, physician and payers. • Ability to foster and maintain effective professional relationships, manage conflict while demonstrating Advocate Aurora’s Behaviors of Excellence at all times. • Ability to be flexible and function well in a fast paced, continually changing environment. • Assume responsibility for self-development by seeking out opportunities for growth and be an active participant in department, site and system initiatives. • Comply with strict adherence to predetermined procedures and processes, safety, compliance and privacy/HIPAA guidelines. This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties. Our Commitment to You: Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including: Compensation • Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training • Premium pay such as shift, on call, and more based on a teammate's job • Incentive pay for select positions • Opportunity for annual increases based on performance Benefits and more • Paid Time Off programs • Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability • Flexible Spending Accounts for eligible health care and dependent care expenses • Family benefits such as adoption assistance and paid parental leave • Defined contribution retirement plans with employer match and other financial wellness programs • Educational Assistance Program Note: Eligibility for programs listed above may depend on your FTE or status (e.g., full-time, part-time, per diem, temporary, etc.); please ask a Recruiter for more information during an interview. About Advocate Health Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.

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