Credit Balances Analyst

Summary

Southeast Orthopedic Specialists is a regional orthopedic medicine organization seeking a Credit Balance Analyst for its Central Business Office. The role researches and resolves patient and insurance credit balances, identifies account discrepancies, and processes refund requests while communicating with patients, insurers, providers, and internal teams.

Responsibilities

• Research and resolve patient and insurance credit balances
• Review accounts for posting, payment, and transfer errors
• Determine when an overpayment has occurred and initiate refunds
• Communicate with patients, insurance companies, providers, and internal teams regarding account issues
• Prepare refund requests and supporting documentation for Accounts Payable
• Review claims and payment activity for accuracy
• Identify account trends and discrepancies and communicate findings to management
• Maintain productivity, accuracy, and timely completion of assigned accounts
• Follow all CORE Institute and Business Office policies and procedures

Skills

• High School Diploma or equivalent required
• **2-3 years of medical billing experience required.**
• Knowledge of physician billing, ICD-10, and CPT coding
• Proficiency with Microsoft Excel, Word, and Outlook
• Strong attention to detail and organizational skills
• Excellent communication and customer service skills
• Ability to analyze account information and work independently in a fast-paced environment
• Primarily sedentary work with occasional standing, bending, and stretching
• Regular use of computer, keyboard, and calculator
• Experience with patient accounts, insurance billing, or payment posting preferred
• Experience with GE Patient Management System preferred

Qualifications

Must Haves

• High School Diploma or equivalent required
• **2-3 years of medical billing experience required.**
• Knowledge of physician billing, ICD-10, and CPT coding
• Proficiency with Microsoft Excel, Word, and Outlook
• Strong attention to detail and organizational skills
• Excellent communication and customer service skills
• Ability to analyze account information and work independently in a fast-paced environment
• Primarily sedentary work with occasional standing, bending, and stretching
• Regular use of computer, keyboard, and calculator

Nice to Haves

• Experience with patient accounts, insurance billing, or payment posting preferred
• Experience with GE Patient Management System preferred

Benefits

• Competitive Health & Welfare Benefits
• Monthly stipend toward ancillary benefits
• HSA with qualifying HDHP plans + company match
• 401(k) with company match after 6 months
• 24/7 Employee Assistance Program
• Employee Appreciation Days & Events
• Paid Holidays & PTO
• Remote work arrangement