Patient Account Coordinator (Insurance Specialist)

Position Summary

The Patient Accounts Coordinator works closely with the billing team as well as the front office team to support both the revenue cycle and daily operations of the clinic. This role handles patient insurance entry and verification, some aspects of the patient billing cycle, supports and is cross trained to cover front desk duties, and provides exceptional service to parents and caregivers. This position also provides support to the Billing Supervisor and Billing Specialist and peripheral support to the referral coordinator and medical records coordinator as well. The ideal candidate is highly detail‑oriented, an excellent communicator, has strong multitasking abilities and comfortable shifting between customer facing and back-office responsibilities.

Key Responsibilities

Billing & Revenue Cycle Duties

• Gathers, adds, updates, and/or verifies patient information including detailed demographics, detailed insurance coverage/benefits, patient portal enrollment, and financial status with each patient over the phone or face to face.
• Maintains patient insurance coverages and guarantor information for patients based on their insurance and the care being provided. Verifies insurance coverage and benefits and determine patient financial responsibilities.
• Obtains benefit information including deductible or co-pays, co-insurance, stoploss or out of pocket status, and correct billing address.
• Complete insurance verification on each patient’s insurance 100% of the time when the insurance verification status says New, Inactive, Incomplete, Needs Review, or is Medicaid, using electronic verification in EMR, payer portals, or other required methods. The PAC will also re-verify the eligibility insurance information if the insurance was not verified in the current month.
• Reviews MMIS for all uninsured or individual plan coverage patients
• Ensures all required forms are completed for services and confirmation of payment sources.
• Assists patients and families in understanding active insurance coverage and providing guidance on accessing financial and insurance resources.
• Offers self-pay information and applicable discounts, and taking appropriate time of service payments as needed.
• Collects copayments, coinsurances, deposits, and payments as appropriate.
• Generates and send ad hoc patient statements and assist families with understanding balances.
• Processes payments and reconciles daily deposits, set up payment plans and updates card on file data.
• Runs reports and provide analysis on information necessary for business operations or at the request of management.
• Maintains appropriate working knowledge pertaining to insurance issues which include but are not limited to OHP/Medicaid, new baby coverage, motor vehicle and personal injury coverage.
• Cross trains to support urgent referral submission as needed.
• Assists Billing Supervisor and Billing Specialist with other duties as needed.
• Maintains accurate and confidential billing records in compliance with HIPAA.

Front Office Duties

• Reviews patient schedule daily and weekly and complete pre-appointment tasks including reviewing missing information, forms, payment information, insurance, etc.
• Reaches out to patient before appointments to update information or collect data to ensure smooth visit.
• Makes notes for front office representatives if missing info needs to be gathered at check in.
• At times may be required to cover front desk including but not limited to:
• Greet patients and families warmly, creating a welcoming and child‑friendly environment.
• Check patients in and out, ensuring all demographic and insurance information is current.
• Answer phones, triage calls, schedule appointments, and manage provider calendars.
• Coordinate appointment types specific to pediatrics (well visits, sick visits, follow‑ups, vaccine-only visits).
• Collect copays, outstanding balances, and required forms from parents/guardians.
• Assist families with completing pediatric intake forms, consent documents, and vaccine paperwork.
• Maintain cleanliness and organization in the lobby and front desk areas, keeping child‑safe zones tidy.
• Communicates professionally and compassionately with parents who may be stressed, anxious, or managing sick children.
• Maintains a working knowledge of how documents are scanned and linked to a patient’s medical record and appropriate data entry requirements, naming conventions, document locations, etc.

Skills & Qualifications

• High school diploma required, Medical billing certification highly preferred.
• 2 years of medical billing experience required. (Front office experience may be considered in lieu of billing experience, if candidate can demonstrate a strong understanding and experience with insurance plans, insurance websites and portals, verification and authorization processes, billing processes and revenue cycle management.)
• Pediatric experience preferred.
• Knowledge of pediatric billing codes and insurance authorization workflows.
• Excellent communication skills, verbal and written.
• Proficiency with EMR and practice management systems
• Working knowledge of MS Excel. (Data entry, basic chart creation, basic graphing, standard formulas)
• Exceptional attention to detail in tasks and documentation.
• Ability to multitask in a busy environment with frequent interruptions.
• Understanding of HIPAA and pediatric confidentiality guidelines.

Pay: $24.83 - $28.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person

Salary : $25 - $28