Position Summary:
The CBO Specialist Lead (Payment Posting Team Lead) is responsible for overseeing internal payment posting teams and external vendor partners to ensure the accurate and timely posting of insurance and patient payments. This role serves as the subject matter expert for payment posting processes, including EOB interpretation, payment application, contractual adjustments, and denial identification. The Team Lead monitors team performance, supports operational excellence, and drives process improvement initiatives that increase efficiency, accuracy, and overall revenue cycle performance.
Remote Role
Must have Leadership Experience and Dental Insurance Experience. Preference will be given to those with previous experience in similar role. Must be tech-savvy with experience in process improvement and automation.
SALARY: $22.50-$23.50 per hour
Position Duties and Responsibilities:
- Oversee accurate and timely posting of insurance and patient payments, EOBs/ERAs, and adjustments to patient accounts.
- Manage unapplied/unidentified cash and resolve posting discrepancies, variances, and credit balances.
- Monitor payment batch reconciliation against bank deposits to ensure all funds are posted and balanced daily (or weekly).
- Identify denial and underpayment trends from posted EOBs and route them to the appropriate AR team.
- Manage the internal/external vendor relationship operationally: SLA adherence, error rates, escalation handling. The summary mentions vendor oversight but no duty backs it up.
- Maintain documentation/SOPs for posting workflows.
- Support one-time projects and initiatives to improve efficiencies for team performance.
Qualifications:
- Demonstrates ability to interpret, reconcile, and clearly communicate insurance payments, adjustments, and related financial transactions to diverse audiences
- Previous management experience of a team with 10 or less employees
- ERA/835 and EFT experience, and familiarity with clearinghouse workflows.
- Understanding of payment posting accuracy/QA standards and reconciliation.
- Exceptional verbal and written communication skills, with the ability to convey complex information in a clear and professional manner
- Proven ability to facilitate effective training sessions across multiple formats, including telephone, Microsoft Teams, and in-person environments
- Strong analytical and problem-solving skills, with the ability to identify issues, evaluate options, and implement timely solutions
- Highly organized with keen attention to detail, ensuring accuracy and thoroughness in all aspects of work
- Demonstrate adaptability and flexibility in a dynamic work environment, effectively managing shifting priorities and competing demands while maintaining productivity
- Skilled in prioritization and workload management, with the ability to develop and execute actionable plans that align with departmental objectives and deadlines
- Proficiency in all Microsoft Office products,
Education and Experience Requirements:
- HS Diploma required; higher degree preferred.
- Minimum three-five years commercial insurance or Medicaid experience preferred.
- Experience in dental practice or billing environment preferred.
- Minimum of 2-3 years leadership experience
Computer Skills:
- Proficiency in a Microsoft Windows environment.
- Proficiency with dental software; Dentrix preferred.
Core Competencies:
To be successful in this role, we're looking for someone who consistently demonstrates the following:
- Customer Service Oriented: Has a genuine commitment to providing great service and is attentive to the needs of both internal and external partners
- Strong Communicator: Communicates clearly and confidently — both in writing and in conversation — and can connect well with people at all levels of the organization
- Analytical Thinker: Able to look at information critically, spot patterns, and help drive smart decisions
- Detail-Oriented: Takes pride in producing accurate, thorough work and catches the things others might miss
- Great Multitasker: Comfortable juggling multiple priorities at once and stays focused and organized even when things get busy
- Team Player & Self-Starter: Works well with others and contributes positively to the team, but also knows how to take initiative and get things done independently
