Credit Balance Clerk

UnitedHealth Group; Richardson (TX); On-site; Confidential; Full time

Job description

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Come make an impact on the communities we serve as we help advance health equity on a global scale. Here, you will find talented peers, comprehensive benefits, a culture guided by diversity and inclusion, career growth opportunities and your life’s best work.

Credit Balance Clerk reviews and analyzes accounts, work queues, and/or reports to identify and resolve unapplied credits and credit balances issued by insurance companies or patients that result in resolution of the credit or initiating a takeback and/or refund.

You’ll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges.

Primary Responsibilities:

• Applies knowledge/skills to basic, repeated activities
• Demonstrates minimum depth of knowledge and skills in own function
• Responds to standard requests
• Requires assistance in responding to non-standard requests
• Solves routine problems by following established procedures
• Others prioritize and set deadlines for employee
• Reviews accounts including: Explanation of Benefits (EOB)/ Electronic Remittance Advice (ERAs), payments, adjustments, validate patient payments, validate coordination of benefits, and all account comments; contacts and communicates with insurance companies to gather additional information, as necessary, to ensure that credits are accurate
• Refunds overpayments or initiates takeback requests on accounts
• Conducts appropriate review to accurately transfer payments in accordance with established procedures
• Meets quality assurance and productivity standards through identification, reconciliation of credit balance accounts and/or review of credit balance reports for potential overpayments in accordance with organizational policies and procedures
• Works with others as a part of a team
• Proficient in 10 key and alpha/numeric data entry

You’ll be rewarded and recognized for your performance in an environment that will challenge you and