Account Representative - Insurance Follow-up and Client Relations

Billing Management Inc; Wisconsin; On-site; USD 38,000 - 48,000; Full time

Job summary

Billing Management Inc. in Wisconsin is seeking an Account Representative - Level One to manage assigned accounts, pursue outstanding balances, generate patient statements, and communicate with clients.

You will use Microsoft Office, review client reports, contact third-party payers, write denials appeals, and ensure timely follow-up while maintaining confidentiality. Strong communication skills and a high school diploma with at least one year of related experience preferred.

Qualifications

• High School Diploma or equivalent is required.
• One year of related accounts receivable/billing experience preferred.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Knowledge of billing regulations and payer policies is beneficial.
• Strong verbal and written communication skills.

Responsibilities

• Manage assigned accounts receivable and contact third-party payers to determine non-payment.
• Correct errors and re-submit claims to obtain payment.
• Prepare patient statements and client reports per specifications.
• Write appeals for claim denials and conduct timely follow-up.
• Maintain confidentiality and organize work to meet deadlines.
• Serve as liaison between clients and payers; update demographic data as needed.

Skills

Verbal communication

Written communication

Attention to detail

Teamwork

Education

High School Diploma

Tools

Microsoft Office

Job description

Job Description

Job Title: Account Representative - Level One
Department: Account Representatives Department
Reports To: Manager

Job Summary:
The Account Representative is responsible for the direct management of assigned accounts through working the accounts receivable to obtain payment on outstanding balances, running client reports, creating patient statements, and communicating directly with the client(s).

Supervisory Responsibilities:
None

Essential Responsibilities:

• 1.\\tEnsures compliance with established workflows, regulations, laws, ethics, compliance program, and contracting agreements related to billing by remaining up-to-date with requirements and established workflows.


• 2.\\tAssists in identifying risk areas and preventing abuse and fraud.


• 3.\\tMaintains confidentiality.


• 4.\\tWorks cooperatively with others.


• 5.\\tOrganizes work, sets priorities to meet deadlines, and adjusts as required.


• 6.\\tManages account receivable balances and contacts third-party payers to determine the reason for non-payment of claims.


• 7.\\tCorrects errors and re-submits claims to receive payment.


• 8.\\tWrites appeals for denials.


• 9.\\tConducts necessary follow-up in a timely manner until claims are paid or no further action can be taken.


• 10.\\tApplies appropriate adjustments to claim outstanding balances.


• 11.\\tAssists in determining which accounts are sent to collections.


• 12.\\tPrepares patient refund request documentation.


• 13.\\tCompletes assigned tasks in a timely manner.


• 14.\\tUpdates patient demographic information when necessary.


• 15.\\tServes as a liaison between the client and third-party payers.


• 16.\\tCompletes detailed and accurate account notes for any work completed on the claim/account.


• 17.\\tPrepares client reports based on client specifications.


• 18.\\tPrepares patient statements.

Educational or Experience Requirements:
High School Diploma
One year of related experience

Skill Requirements:
Demonstrated proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Knowledge federal, state, and payer-specific regulations and policies pertaining to documentation, coding, and billing for services.
Excellent verbal and written communication skills.

Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.