Senior Patient Account Specialist – Credit Balance

Emerus Holdings, Inc.

. Assist the Patient Account Supervisor in managing patient and third-party payer payments .

Posted 11/9/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of claims processing, insurance verification, and reimbursement practices while effectively managing patient accounts and leading teams. Proficient in utilizing medical records systems and Microsoft Office tools to enhance workflow and training.

Highest-signal resume keywords

Claims ProcessingInsurance VerificationTeam LeadershipHealthcare Explanation Of Benefits (EOBs)Accounts Receivable Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Claims BillingAdjustments And RefundsMedical TerminologyReimbursementPayer Insurance GroupsCredit Balance ReconciliationPatient Accounting SystemsExcel Vlookup/XlookupPivot TablesBasic Formulas

Soft Skills

CommunicationCoachingTraining DevelopmentCollaborationProblem Solving

Tools & Technologies

Microsoft OfficePatient Accounting Systems

Industry Keywords

MedicareMedicaidGovernment Managed CareState And Federal Payment LawsPatient Accounts

About the role

Key responsibilities & impact

Assist the Patient Account Supervisor in managing patient and third-party payer payments
Resolve patient and third-party payer overpayments, credit balances, and refund requests
Research insurance benefits and coordination of benefits between payers
Distribute, reapply, or transfer payments to the appropriate date of service or account
Generate refund requests, overpayment notifications, or refund denials according to guidelines
Assign staff workloads and shift priorities as necessary
Monitor Credit Balance team activities for timely and appropriate reconciliation
Communicate with payers regarding overpayments, request recoupment, and void claims when necessary
Review, validate, and correct account adjustments based on reimbursement, coverage, contracted payers, and services provided
Validate and update patient demographics and insurance information
Initiate refunds to patients, guarantors, insurance companies, and other third parties
Verify benefits using online and telephone resources
Review refund and adjustment requests for accuracy and submit as necessary
Assist with workflow development and staff training
Work on special projects and ad hoc claim reviews assigned by leadership
Collaborate with CBO departments to resolve pending claim activities
Meet accuracy and productivity goals related to days in accounts receivable and cash collections
Attend required staff and company meetings
Perform additional assigned duties

Requirements

What you’ll need

High School Diploma or GED, required
3+ years relevant experience in a provider inpatient or outpatient setting, required
Advanced knowledge of claims processing, appeals, medical terminology, accounts receivable, claim forms, claims billing, insurance verification, adjustments and refunds, claims status, and reimbursement
2+ years previous Team Leader/Supervisory experience or equivalent, required
Advanced knowledge of all payer insurance groups, including Medicare, Medicaid and government managed care experience, required
Previous coaching and/or training experience and ability to create training manuals and training tools and materials, preferred
Experience with medical records or patient accounting systems, required
Knowledge and understanding of state and Federal payment laws to ensure prompt and accurate reimbursement, required
Advanced knowledge and understanding of healthcare explanation of benefits (EOBs), required
Intermediate knowledge of Microsoft Office products (Outlook, Excel, Word), including Excel vlookup/xlookup, pivot tables, and basic formulas, required
Fluency in English, written and oral communication

Benefits

Comp & perks

Teamwork-focused work environment
Diversity, equity, and inclusion commitment
Equal access to information, development, and opportunity