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Credit Balance Lead

Key Facts

Full time
Senior (5-10 years)
English

Other Skills

  • Team Management
  • Training And Development
  • Leadership
  • Multitasking
  • Adaptability
  • Analytical Skills
  • Time Management
  • Teamwork
  • Communication
  • Detail Oriented
  • Quick Learning
  • Mentorship
  • Punctuality
  • Problem Solving

Roles & Responsibilities

  • High School Diploma or equivalent
  • At least 3 years of Revenue Cycle Management experience
  • At least 1 year of leadership experience
  • Experience reading EOBs

Requirements:

  • Analyzing and resolving credit balances and running system reports to ensure accuracy
  • Approving all patient and insurance refunds and overseeing remediation of credit balances across accounts
  • Leading and mentoring the credit balance team, including training material development and backup coverage for PTO
  • Collaborating with other departments, managing client emails, and conducting payer/Medicare credit audits and reporting

Job description

About the Position
We are seeking an experienced Revenue Cycle Credit Balance Associate to work remotely for an assigned client location to serve as Team Lead.

About Our Company:
At Infinx, we're a fast-growing company focused on delivering innovative technology solutions to meet our clients' needs. We partner with healthcare providers to leverage automation and intelligence, overcoming revenue cycle challenges and improving reimbursements for patient care. Our clients include physician groups, hospitals, pharmacies, and dental groups.
We're looking for experienced associates and partners with expertise in areas that align with our clients' needs. We value individuals who are passionate about helping others, solving challenges, and improving patient care while maximizing revenue. Diversity and inclusivity are central to our values, fostering a workplace where everyone feels valued and heard.

A 2025 Great Place to Work®

In 2025, Infinx was certified as a Great Place to Work® in both the U.S. and India, underscoring our commitment to fostering a high-trust, high-performance workplace culture. This marks the fourth consecutive year that Infinx India has achieved certification and the first time the company has earned recognition in the U.S.

Location: Remote with expected work hours to be a set schedule between 7am - 7pm Central

Daily Responsibilities:
  • Analyzing and resolving credit balances
  • Run system reports
  • Approving all Patient and Insurance Refunds to ensure accuracy
  • Collaborating with other departments
  • Oversight of the remediation of credit balances to ensure all accounts are researched and worked accurately
  • Manage client emails
  • Research and initiate refund on all patient accounts with credit balances when appropriate
  • Assist credit balance team members with day-to-day questions, issues, or problems
  • Meet with credit team members regularly to provide feedback and mentoring
  • Develop and maintain training materials to conduct training and mentoring sessions for new and existing staff
  • Serve as a back up credit balance associate when team members are on PTO
  • Verify credit balance team is working correspondence and refund letters in a timely manner
  • Responsible for Payer Credit audits and Medicare Credit Report
  • Any other duties as assigned
Skills and Education:
  • High School Diploma or equivalent
  • Experience reading EOBs 
  • Thorough understanding of hospital and physician's clinic cash posting process
  • At least 3 years of Revenue Cycle Management experience
  • At least 1 year of Leadership experience
  • Knowledge of medical billing and insurance practices
  • EPIC experience preferred
  • Problem-solving skills
  • Ability to manage multiple tasks efficiently
  • Ability to quickly adapt to and proficiently navigate diverse software applications required to manage assigned tasks
  • Ability to exercise independent judgement when needed
  • Detail-oriented with time management and analytical skills
  • Be a self-starter and quick learner
  • Work well independently and as a team
  • Maintain regular attendance and punctuality
Company Benefits and Perks:
Joining Infinx comes with an array of benefits, flexible work hours when possible, and a genuine sense of belonging to a dynamic and growing organization.
  • Access to a 401(k) Retirement Savings Plan.
  • Comprehensive Medical, Dental, and Vision Coverage.
  • Paid Time Off.
  • Paid Holidays.
  • Additional benefits, including Pet Care Coverage, Employee Assistance Program (EAP), and discounted services.
If you are a dedicated and experienced Credit Balance Lead ready to contribute to our mission and be part of our diverse and inclusive community, we invite you to apply and join our team at Infinx.

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