Healthcare Assistance Navigator

United Way of Metropolitan Dallas
September 14, 2021
Dallas, Texas
Job Type



At United Way of Metropolitan Dallas, we aspire to build a North Texas where everyone, regardless of race or zip code, has the opportunity and access to achieve their full potential.  We believe in the power of unity to create lasting change and we focus on improving education, income and health in four Metropolitan Dallas counties: Dallas, Collin, Rockwall and Southern Denton.  Our vision is to inspire the community – people from all walks of life and every part of our community – to Live United and achieve lasting results right here at home.

The Navigator travels to public locations in multiple counties to meet in person with uninsured individuals to assist them in determining their eligibility and facilitate the selection of and application for a Qualified Health Plan or other public benefit programs.  The Navigator will also provide community outreach and education services.  The service area for the program is Collin, Dallas, Denton, and Rockwall counties (United Way of Metropolitan Dallas  service area).

United Way of Metropolitan Dallas is fully committed in all aspects of our work to becoming a fully inclusive, multicultural, antiracist organization.  Those who share in this commitment and who are willing to actively engage antiracist ideas, behaviors, and actions are invited to apply for open positions.


Essential Job Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Provide in-person outreach, education and enrollment assistance to targeted populations
  • Make group presentations to educate people about the Marketplace and Qualified Health Plans
  • Complete Navigator training and certification process
  • Maintain and adhere to appropriate policies to control conflicts of interest and ensure program meets confidentiality and security standards
  • Complete required reports and supportive information and submit to the Program Director in a timely manner
  • Meet weekly or as scheduled with the Director of Health & Wellness to track progress toward goals and regularly communicate about performance and needed adjustments
  • Work collaboratively with regional staff, community representatives, local businesses, and advocates to deliver cooperative and coordinated efforts around public education, outreach and enrollment assistance
  • Attend ongoing education and training as required
  • In coordination with Program Director, coordinate distribution of outreach materials and participate in outreach and educational events
  • Provide excellent customer service
  • Perform other duties as required

Skill Competencies


  • Written & Oral Communications
  • Communication Proficiency
  • Ethical Conduct
  • Personal Effectiveness/Credibility

Specific Competencies:

  • Strong interpersonal and communication skills
  • Strong oral, paperwork and computer skills for high volume caseload
  • Mathematical skills including ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals
  • Capacity to work independently and cooperatively
  • Ability to think strategically and use good judgment
  • Comfortable and effective in working with culturally and economically diverse groups of individuals
  • Ability to pass criminal background check
  • Flexibility to work frequently on Saturdays and some weekday evenings
  • Willingness to adhere to strict client confidentiality protocols
  • Strong work ethics and integrity
  • Ability to complete online training for Affordable Care Act Navigator. Must pass required tests to become certified and comply with any state or federal rules related to training, reporting and monitoring
  • Ability to read and interpret benefits-related publications, governmental regulations, and general business correspondence
  • Ability to effectively communicate information, orally and/in writing
  • Respond to questions in English and a second language if applicable
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
  • Ability to deal with problems involving several concrete variables in standardized situations
  • Ability to work independently and make good decisions out in the field with minimum supervision


To perform the job successfully, applicants should demonstrate the following:

  • Mission-Focused: Create real social change that leads to improving lives in our community.
  • Relationship-Oriented: Is able to communicate effectively to develop, grow and sustain productive relationships.  Knows how to capture and record relevant information and how to interpret and utilize the information to forge partnerships, collaborate, cultivate, grow, sustain and strengthen internal and external relationships.
  • Results-Driven: Dedicated to shared and measurable goals; creating, resourcing, scaling and leveraging strategies and innovations for broad impact.
  • Stewards:Our actions, behaviors and decisions on behalf of our donors must be transparent, meet the highest ethical standards and align with organizational goals.

Certifications and Licenses Required

  • Texas driver’s license or alternate means of transportation
  • Certification for Navigators as required by applicable state and federal laws

Work Environment

This job operates in a professional office setting as well as in the field.  This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is largely a mobile role, requiring working at varied locations in the assigned counties.  Specific physical demands include:

  • Ability to transport and handle materials up to 20 lbs. for use at program locations
  • Manual dexterity sufficient to operate phones, computers, copier, portable equipment, and rolling briefcase cart with lock
  • Ability to write and speak clearly to convey information and able to hear at normal speaking levels both in person and over the telephone

Position Type/Expected Hours of Work

This is a full-time position based on 40 hours per week.  Occasional evening and weekend work may be required as job duties demand.


This position requires less than 10% out-of-region travel.  Local in-region travel for meetings may be approximately 40% to 50%.

Required Education and Experience

  • High school diploma or equivalent
  • Associates college degree or more a plus
  • Minimum of three years’ full-time work experience
  • Experience with community outreach, sales, customer service, or client enrollment services

Other Requirements/Preferences

  • Ability to communicate in both English and Spanish verbally and in writing preferred
  • Reliable transportation to and from work sites

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities and activities may change at any time with or without notice.

Application Instructions

Please email resumes to

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