Refunds Specialist — Policy & CPI Expert

Exceptional Dental; Knoxville (TN); On-site; USD 36,000 - 48,000; Full time

Job summary

Exceptional Dental is seeking a detail-oriented Refunds Specialist to join our team. The ideal candidate will efficiently handle refund processes, research insurance coverage, and provide accurate information to clients across phone, email, and live chat to resolve inquiries.

You will document borrower interactions in SharePoint, monitor refund limits to ensure policy compliance, and quote, issue, and process CPI refunds on a scheduled basis, delivering thorough, clear guidance with patience and

Qualifications

• Detail-oriented with strong organizational skills.
• Excellent written and verbal communication abilities.
• Proficient in Microsoft Office and SharePoint systems.
• Capable of handling multiple tasks while maintaining accuracy.

Responsibilities

• Research insurance policies to determine refund eligibility.
• Manage inquiries via phone, email, and live chat.
• Provide One Call Resolution using available resources.
• Deliver accurate information to lenders or borrowers.
• Update borrower records and monitor refund activity.
• Track refund limits to ensure policy compliance.
• Process CPI refunds using SharePoint.

Skills

Detail-oriented

Strong communication

MS Office & SharePoint

Multitasking under pressure

Tools

SharePoint

Microsoft Office

Job description

Exceptional Dental is seeking a detail-oriented Refunds Specialist to join our team. The ideal candidate will efficiently handle refund processes, research insurance coverage, and provide accurate information to clients across phone, email, and live chat to resolve inquiries.

You will document borrower interactions in SharePoint, monitor refund limits to ensure policy compliance, and quote, issue, and process CPI refunds on a scheduled basis, delivering thorough, clear guidance with patience and