Dental Treatment Plan Coordinator & Insurance Specialist
Aspiring Smiles Aesthetic Dental Spa | Boca Raton, FL
Aspiring Smiles Aesthetic Dental Spa is looking for an experienced Dental Treatment Plan Coordinator & Insurance Specialist to join our growing team.
We are a modern, patient-centered dental practice focused on creating an exceptional experience from the moment a patient walks through our doors. We provide comprehensive, restorative, cosmetic, Invisalign, implant, and periodontal care, and we are looking for someone who can confidently help our patients understand both their treatment and the financial options available to make that treatment possible.
This is not simply a front-desk position.
We are looking for an experienced dental professional who understands treatment planning, dental insurance, financial coordination, and case acceptance and who genuinely enjoys helping patients move forward with the care they need and want.
What You'll Do
As our Treatment Plan Coordinator & Insurance Specialist, you will serve as the bridge between the doctor, the clinical team, the patient's insurance benefits, and the patient.
Your responsibilities will include:
- Presenting treatment plans clearly, confidently, and compassionately
- Helping patients understand the value and importance of their recommended treatment
- Reviewing treatment costs, estimated insurance benefits, and patient financial responsibility
- Discussing payment and financing options and helping patients find solutions that fit their needs
- Converting accepted treatment into scheduled appointments
- Following up consistently on unscheduled and incomplete treatment
- Building relationships with patients and helping them feel comfortable moving forward with care
Dental Insurance Responsibilities
- Verify dental insurance eligibility and benefits accurately
- Obtain detailed benefit breakdowns
- Understand deductibles, annual maximums, frequencies, limitations, waiting periods, downgrades, missing-tooth clauses, and exclusions
- Understand PPO insurance plans and fee schedules
- Prepare accurate patient treatment estimates
- Submit and follow up on predeterminations and pre-authorizations when appropriate
- Assist with claims, attachments, narratives, insurance follow-up, and appeals as needed
- Understand CDT codes and dental terminology
- Clearly explain to patients the difference between estimated insurance benefits and guaranteed payment
- Maintain accurate insurance information and documentation in the patient's chart
The Person We're Looking For
You are warm, confident, organized, and comfortable talking about money.
You understand that presenting treatment isn't about "selling dentistry." It's about helping patients understand their condition, their options, and how they can achieve the healthy, beautiful smile they want.
You should be able to comfortably sit with a patient and discuss a treatment plan ranging from routine restorative care to comprehensive cosmetic, Invisalign, implant, or multi-phase treatment.
You aren't afraid to ask:
"What can we do to help you move forward with your treatment?"
And then listen.
Qualifications
Dental experience is required.
Our ideal candidate has:
- 3+ years of dental front-office, insurance, financial, or treatment coordination experience preferred
- Strong dental insurance knowledge
- Previous treatment plan presentation experience
- Demonstrated ability to help patients accept and schedule treatment
- Knowledge of dental terminology and CDT codes
- Experience with insurance verification, claims, predeterminations, and benefit breakdowns
- Experience discussing patient financing and financial arrangements
- Strong computer and dental practice-management software skills
- Excellent verbal and written communication skills
- Exceptional organizational skills and attention to detail
- Professional appearance and communication style
- A positive, solutions-oriented attitude
Experience in cosmetic, implant, Invisalign, comprehensive restorative, or high-value case presentation is a strong plus.
You'll Thrive Here If You...
- Love dentistry and enjoy helping people
- Build relationships easily
- Can confidently discuss finances without making patients uncomfortable
- Take ownership rather than waiting to be told what to do
- Follow through until the job is finished
- Enjoy tracking outstanding treatment and turning "I'll think about it" into scheduled care
- Pay close attention to details
- Understand that excellent customer service and excellent dentistry go hand-in-hand
- Celebrate your teammates' successes
- Bring positive energy to work
- Look for solutions rather than reasons something can't be done
- Want to grow professionally as the practice grows
About Aspiring Smiles
At Aspiring Smiles Aesthetic Dental Spa, we're building more than a dental office.
We're creating a practice where patients feel heard, cared for, and confident about their dental decisions—and where our team enjoys coming to work and takes pride in what we accomplish together.
We believe exceptional dentistry should be paired with exceptional service.
If you're an experienced dental treatment coordinator who understands insurance, loves working with patients, and gets excited about helping people say YES to improving their health and their smile, we'd love to meet you.
Pay: $25.00 - $32.00 per hour
Benefits:
- Dental insurance
- Paid time off
Experience:
- Dental Treatment Coordinator: 3 years (Preferred)
Work Location: In person
