Medical Benefit Credit & Refund Coordinator

Jobtailor; Monroeville (Allegheny County); On-site; USD 35,000 - 48,000; Full time

Job summary

Jobtailor in Monroeville, PA is seeking a detail-oriented team member to handle healthcare insurance follow-up, credit balance resolution, and revenue-cycle tasks. You will work with insurance carriers, patients, and providers to ensure accurate claims processing and timely payments.

Responsibilities include reviewing balances, posting adjustments, initiating refunds, and maintaining patient demographics. Strong Excel and customer-service skills are essential.

Qualifications

• 1+ years of healthcare insurance-related experience.
• Proficient in Microsoft Excel and data entry.
• Attention to detail and ability to multitask.
• Experience with billing, collections, and claims processes.

Responsibilities

• Perform third-party insurance follow-up for prescription dispensing by phone, web, and mail.
• Review and validate credit balances with accurate billing and cash posting.
• Resolve credit-balance issues, identify overpayments, and validate revenue recognition.
• Analyze revenue-cycle activities for healthcare accounts receivable.
• Initiate refunds, reverse claims, and post adjustment transactions.
• Maintain patient demographics and data-collection systems.

Skills

Healthcare insurance follow-up

Credit balance resolution

Revenue cycle management

Microsoft Excel

Customer service skills

Effective communication

Team collaboration

Problem-solving

Education

High School Diploma

GED

Tools

Excel

Outlook

Word

Microsoft Office

Job description

• Perform third-party insurance follow-up related to prescription medication dispensing by telephone, Internet, and in writing
• Review and validate credit balances by verifying accurate billing and cash-posting procedures
• Resolve credit-balance issues, including identifying overpayments and validating appropriate revenue recognition
• Perform analytical activities for the revenue-cycle department managing healthcare accounts receivable
• Initiate refunds, reverse claims, request payer offsets, and post adjustment transactions
• Maintain chronological supporting notes detailing actions taken to resolve outstanding account balances
• Maintain patient demographic information and data-collection systems
• Research and respond to insurance companies and governmental payers regarding collection issues and problems
• Contact patients, physicians’ offices, and insurance companies to validate claims processing and payments
• Provide timely and accurate credit-balance resolution while delivering customer service to patients, healthcare professionals, and insurance carriers

Requirements

• 1+ years of healthcare insurance-related experience
• Experience using Microsoft Office products, specifically Excel, Outlook, and Word
• Must be able to commute to the Monroeville, PA office
• Medical insurance billing or collections experience preferred
• Customer service in a healthcare environment preferred
• Experience working in a healthcare reimbursement system preferred
• Effective customer service skills and experience demonstrating ability to work in a team environment
• Attention to detail
• Ability to utilize analytical skills
• Ability to navigate multiple tasks simultaneously and prioritize based on importance while displaying strong attention to detail
• Ability to communicate with clientele professionally, both verbally and in writing
• Verifiable High School Diploma or GED required

Core Competencies

Demonstrates expertise in healthcare insurance follow-up, credit balance resolution, and revenue cycle management while providing exceptional customer service in a healthcare environment.

Highest-signal resume keywords

• Healthcare Insurance Follow-Up
• Credit Balance Resolution
• Revenue Cycle Management
• Microsoft Excel
• Customer Service Skills

ATS Optimization Keywords

Hard Skills

• Medical Insurance Billing
• Collections Experience
• Analytical Skills
• Data Collection Systems
• Claims Processing
• Cash-Posting Procedures
• Refund Initiation
• Payer Offsets
• Adjustment Transactions
• Attention to Detail

Soft Skills

• Effective Communication
• Team Collaboration
• Problem-Solving

Certifications & Qualifications

• High School Diploma
• GED

Industry Keywords

• Healthcare Accounts Receivable
• Insurance Companies
• Governmental Payers
• Patient Demographic Information

Tools & Technologies

• Microsoft Office
• Excel
• Outlook
• Word