Financial & Insurance Coordinator - Trosien Orthodontics

Are you passionate about creating exceptional patient experiences and helping people achieve their dream smiles? Trosien Orthodontics is seeking an enthusiastic Financial & Insurance Coordinator to join our thriving practice in Tracy, CA. In this vital role, you'll support the practice by guiding people through their orthodontic journey while contributing to our practice's growth and success.

Who We Are

At Trosien Orthodontics, we're more than an orthodontic practice. We are part of a community that values:

• Supporting Each Other – We lift each other up, creating a positive, collaborative work environment where everyone thrives.
• Pushing for Greatness – We continuously improve to reach new heights in patient care and team performance.
• Doing the Right Thing – Integrity and quality care are non-negotiables; we are committed to excellence in every patient interaction.
• Transparency – Honest, open communication defines our work together.
• Community Building – Strong relationships with our patients, team, and the communities we serve are at our core.

Why Join our Winning Team?

As part of the Corus Orthodontists network, a fast-growing partnership with over 50 practices and 1,000+ professionals across North America, you'll benefit from:

• Growth and Development - Learn from experienced professionals who will empower you to excel in your career, with $500 annual learning and development assistance.

• Comprehensive Benefits – Enjoy health, dental, and vision insurance, a health spending account, life insurance, 401(k) with employer matching, and an employee assistance program.

• Work-Life Balance – Full-time, 40 hours per week, five days per week.
• Additional Perks – Complimentary orthodontic treatment for you and immediate family members and uniform allowance!

Your Impact as a Financial & Insurance Coordinator

In this role, your key responsibilities include:

• Financial Coordination – Reconciliation of bulk payments to Practice Management System, monitoring weekly, monthly and quarterly reports to confirm payment from clients and insurance companies, preparing financial agreements and entering contracts in Practice Management System, explaining financial agreement and insurance benefits to patients, ensure all patients are placed in the appropriate active status for accurate tracking, post all charges and payments, Complete day/month end reporting and reconciliation, responsible for petty cash.
• Insurance Verifications - Verifying the patient’s health insurance benefits prior to patient arriving for exam, entering insurance data in Practice Management System, processing insurance payments and refunds, submitting documentation to insurance companies and/or Clearing House.
• Accounts Receivable/Collections - Following up on non-paid insurance claims, managing late payments and overdue accounts, manage and follow up with all AR accounts by following up with delinquent accounts, renegotiate financial agreements as needed to maximize collections.
• Administrative Support – Assisting with answering phone calls, scheduling appointments and responding to emails and voicemails, as needed.

About You

You're an outgoing, confident professional who brings:

• A passion for patient care and helping others achieve their smile goals
• Strong interpersonal skills and natural ability to make patients feel comfortable
• Goal-driven mindset with exceptional work ethic
• Leadership qualities and ability to work collaboratively
• Attention to detail and organizational skills 
• You have strong problem-solving and trouble-shooting skills and can multi-task and prioritize appropriately in a busy environment

Qualifications 

• Dental or orthodontic financial experience preferred but not required.

• Experience working in an orthodontic or general dental clinic is an asset.
• Working knowledge of Microsoft Office suite; proficiency with orthodontic management software systems is an asset.
• Exceptional interpersonal and communications skills (verbal and written), with a proven ability to build strong relationships and rapport with patients, parents, doctors, fellow team members and the community.
• Keen attention-to-detail and time management skills.

Compensation

• Competitive hourly rate: $24.00-$27.00/hr.
• Comprehensive benefits package

To learn more about our practice, please visit our website: www.trosienorthodontics.com or social media: www.instagram.com/dr.andrew_trosien

Ready to be part of a team that values excellence, integrity, and community? Apply today and take the next step in a rewarding career with Trosien Orthodontics! We thank all applicants, although only those selected for an interview will be contacted.

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