• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team

• Consult with clients to assess their insurance needs and recommend coverage • Educate clients on policy options and help them make informed decisions • Manage the full sales cycle from prospecting to closing deals • Maintain relationships with clients and provide ongoing policy support • Stay up to date with industry trends and product knowledge

• Claims & Insurance Follow-Up: Open claims with Medi-Cal, Medicare, VA, medical groups, and commercial insurance providers for personal injury cases. • Monitor and resolve claim-related issues to ensure timely collection of documentation. • Maintain ongoing follow-up with all applicable insurance providers until every lien is fully resolved at the time of case settlement or closure. • Communicate with insurance carriers to verify treatment details, payments, and claim status. • Lien Review & Dispute Support: Thoroughly review medical bills and verify health insurance liens against treatment records and payments. • Identify discrepancies, invalid charges, or missing information. • File disputes to add or remove charges as needed. • Review medical records and bills in the file to support dispute submissions. • Case Coordination & Internal Support: Coordinate with the case management team to obtain missing reports, invoices, or documentation. • Collaborate with attorney teams to ensure tasks are handled accurately and on time. • Serve as the primary point of contact for health insurance-related inquiries across the firm. • Provide guidance to team members on complex lien-related issues. • Client & Administrative Support: Engage clients to gather required details or documents when necessary. • Maintain accurate records, documentation, and case updates. • Perform other related duties as assigned.

Role Description Our Client is seeking a highly organized, dependable, and patient-focused Remote Dental Insurance & Billing Coordinator to join their growing team. This role is ideal for someone who thrives in a fast-paced healthcare environment and enjoys helping patients understand their insurance coverage and treatment costs. - Insurance Verification & Pre-Authorization Handling - Verify patient insurance eligibility and benefits, process pre-authorizations, and ensure accurate insurance documentation. - Patient Financial Inquiries - Assist patients in understanding insurance coverage, treatment estimates, and expected out-of-pocket costs for various treatment plans. - Billing Assistance & Administrative Support - Support billing-related processes, maintain organized records, and assist with administrative tasks to ensure smooth daily operations. - Additional Responsibilities - Perform front desk and receptionist support tasks when needed. - Manage inbound and outbound patient calls professionally. - Provide patient scheduling and appointment support. - Handle email and phone call management, including voicemail follow-ups. - Send out X-ray results and other patient communications. - Assist with scheduling backup and patient coordination. - Maintain a positive, professional, and patient-centered experience at all times. Qualifications - Dental industry experience is highly preferred. - Insurance verification and billing expertise. - Knowledge of insurance plans and out-of-pocket cost calculations preferred. - Familiarity with Open Dental practice management system preferred, or the ability to learn quickly as the clinic transitions from Egosap. - Strong phone communication skills. - Patient-facing customer service experience. - Ability to manage multiple insurance-related inquiries efficiently. - Professional demeanor and excellent interpersonal skills for patient interactions. Requirements - Must be proficient in speaking and writing English very clearly. - Must have relevant work experience. - Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding (mandatory). - Must be available for video meetings with your camera on (when needed). - Device: Reliable laptop or desktop computer. - Internet: High-speed connection (minimum 10 Mbps). - Audio: Noise-canceling headset. - Video: Webcam for virtual meetings. - Workspace: Quiet, professional environment. Benefits - Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication. - Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks. - HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients. - Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention. - Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule. - Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client. - Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best. - Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.