Insurance Coordinator - CBO

Triangle Family Dentistry • Wake Forest, NC

5d

About The Position

The Insurance Coordinator supports insurance-related operations by understanding frequently used insurance plans, documenting coverage information in patient files, calculating patient amounts due, and identifying financial concerns in the daily schedule. The role also ensures required documentation is available before treatment when needed for insurance claims, communicates with insurance companies about coverage and denials, and responds to insurance inquiries with a helpful, positive attitude. The candidate should be friendly, caring, self-motivated, goal-oriented, and team-oriented, and willing to help in other areas as needed.

Requirements

• Minimum of 1–2 years of experience and knowledge of dental insurance.
• Knowledge of English composition, grammar, spelling, and punctuation.
• Skill using standard office equipment, including telephones, calculators, copiers, fax machines, and computers.
• Skill using computer software, including MS Excel, Word, and practice management software.

Nice To Haves

• Experience with TAB32, Dentrix, or other dental software.

Responsibilities

• Study frequently used insurance plans to understand their limitations and guidelines.
• Document basic insurance information in patients’ files for quick reference.
• Calculate amounts due to support effective point-of-service collections.
• Identify patients in the daily schedule who may have financial concerns and note payment problems in their charts.
• Verify before treatment, when applicable, that required insurance claim documentation—such as X-rays, charting, narratives, and other materials—is available.
• Correspond with insurance companies to review treatment coverage or denials.
• Handle daily insurance inquiries with a helpful and positive attitude.
• Help in other areas as needed.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed