Credit Balance Specialist - 242711

Medix™; Lewisville (TX); Hybrid; USD 28,929 - 33,062; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Job summary

A healthcare solutions company is seeking a Credit Balance Specialist in Lewisville, TX. This contract-to-hire role involves resolving credit balances, coordinating insurance benefits, and responding to refund inquiries. The ideal candidate has at least 2 years of experience in healthcare finance, strong knowledge of insurance policies, and proficiency in Microsoft Excel. This position offers a hybrid work schedule with remote work on certain days.

Qualifications

• 2+ years of recent credit balance experience in healthcare.
• Experience with insurance and patient refunds, adjustments, and payer policies.
• Strong knowledge of primary and secondary insurances.

Responsibilities

• Analyze and resolve credit balances in assigned work queues.
• Coordinate benefits and update missing or outdated insurance coverage.
• Research and respond to internal/external refund inquiries.
• Identify and escalate payer-specific trends.
• Post approved adjustments and resolve unidentified payments.
• Assist in mentoring and training new employees.

Skills

Credit balance resolution

Insurance refunds

Payer research

Detail-oriented

Proficient with Microsoft Outlook

Proficient with Microsoft Excel

Education

High school diploma or equivalent

Job description

2 days ago Be among the first 25 applicants

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This range is provided by Medix. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$21.00/hr - $24.00/hr

Direct message the job poster from Medix

We are seeking experienced Credit Balance Specialists to join our dynamic team. This contract-to-hire opportunity is ideal for detail-oriented professionals with a strong background in healthcare credit balance resolution, insurance refunds, and payer research.

This role features a hybrid schedule:

Remote: Mondays, Tuesdays, and Fridays

Onsite (Lewisville, TX): Wednesdays and Thursdays

Key Responsibilities:

• Analyze and resolve credit balances in assigned work queues
• Coordinate benefits and update missing or outdated insurance coverage
• Research and respond to internal/external refund inquiries
• Identify and escalate payer-specific trends
• Post approved adjustments and resolve unidentified payments
• Maintain clear, complete, and accurate account notes
• Participate in payer/provider calls and document meeting minutes
• Assist in mentoring and training new employees
• Complete special reports and tasks as assigned by leadership

Must-Have Qualifications:

• 2+ years of recent credit balance experience in healthcare
• Experience with insurance and patient refunds, adjustments, and payer policies
• Strong knowledge of primary and secondary insurances
• High school diploma or equivalent
• Proficient with Microsoft Outlook and Excel

Shift: Mon-Fri 8am-4:30pm

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Contract

Job function

• Job function

  Health Care Provider

• Industries

  Hospitals and Health Care

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Inferred from the description for this job

Medical insurance

Vision insurance

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