Refund specialist- Full Time- Amherst

Amherst, OH

Responsible for researching patient accounts with credits. Requesting patient/insurance refunds on proper forms and send to accounting department. Transferring of patient credits to balances prior to refunding a patient.

Duties and Responsibilities:

  • Complies with all HIPAA and OSHA regulations and policies.
  • Review patient accounts to ensure refund request is appropriate and verifies no additional outstanding balances.
  • Works with billing team to resolve refund request questions prior to sending over to accounting.
  • Accurately note patient accounts with refund request information.
  • Post refunds accurately and timely to patient accounts.
  • Mailing of all patient/insurance refund checks.
  • Work with accounts payable to identify and research uncashed refund checks and contact payers or patients if necessary.
  • Ability to multitask, prioritize and meet deadlines.
  • Other duties as assigned.


  • Skill in using computer programs and systems.
  • Skill in identifying and resolving problems.
  • Ability to examine patient insurance documents for accuracy and completeness
  • Ability to work effectively with team members.
  • Ability to communicate effectively and clearly

Education and Work Experience:

  • High school graduation or GED.
  • 1-year experience in a healthcare setting, preferred
  • Knowledge of all payer’s insurance; self-pay after insurance, reimbursements, collections preferred.
  • Excellent attention to detail

Environmental/Working Conditions:

  • Normal office environment. Involves frequent contact with staff and patients. Work may be stressful at times. Contact may involve dealing with angry or upset patients.

Physical/Mental Demands:

  • Requires sitting and standing associated with a normal office environment. Manual dexterity for using calculator and computer keyboard.