Team Lead, Credit Balance

As the Team Lead, Credit Balance, you will lead the Credit Balance and Cash Posting team.

Your role involves building strong relationships with both internal and external business partners and handling escalations to ensure our customers have a great experience.

You will create and maintain a collaborative environment within the department and team.

You will also help improve operational efficiency, oversee daily processes and workflow, and lead training activities as needed.

Ensuring all credit balances are handled accurately and promptly while providing excellent customer service is key.

Key Responsibilities:


* Perform duties in a positive manner that aligns with MEDHOST policies and procedures.


* Lead the team by setting a good example, communicating clearly, and setting goals.


* Take on the Manager’s responsibilities when they are absent.


* Help the Manager maintain workflows to meet department and staff goals.


* Develop and maintain training materials, and conduct training and mentoring sessions for new and existing staff.


* Work with management to improve the Credit Balance team.


* Stay updated on credit balance client policies and procedures, and work with other department leads as needed.


* Oversee the resolution of credit balances to ensure all accounts are researched and handled accurately.


* Identify trends in credit balances that may affect the department’s ability to meet goals.


* Assist team members with daily questions, issues, or problems.


* Help the Manager with refund request approvals to be submitted to clients.


* Serve as a backup credit balance representative when team members are on PTO.


* Ensure team members are working on reports (daily, weekly, monthly) in a timely manner.


* Ensure team members are submitting refund requests to facilities regularly.


* Ensure team members are handling correspondence promptly.


* Complete audits of refund requests to ensure accuracy.


* Assist the Manager with payor collection agency research and communication as needed.


* Assist the Manager with payor refund request disputes as needed.


* Assist with remediation projects as needed.


* Oversee Medicare Credit Balance Reporting.


* Prepare and complete employee annual reviews with the Manager.


* Meet with each team member regularly to provide feedback on strengths, weaknesses, accomplishments, and areas for improvement.


* Help the Manager plan daily workflow and work distribution.


* Monitor and maintain performance standards, ensuring production and quality standards are met, and inform the Manager of any performance issues.


* Assist with maintaining timekeeping records, PTO requests, and ensure adequate departmental staffing at all times.


* Maintain strict confidentiality related to employee and patient records.


* Attend annual compliance/HIPAA training as required.


* Conduct staff meetings as requir...