Credit Balance Specialist

About This Credit Balance Specialist Role

Infinx is hiring for a Credit Balance Specialist position connected to Remote. This Bellencia Career Hub summary translates the original job posting into a structured, easier-to-scan career lead for job seekers comparing remote, hybrid, back-office, healthcare, billing, and administrative opportunities.

The role appears to focus on accurate account work, structured documentation, research, and timely follow-through. Candidates should review the official posting carefully before applying because employer needs, schedules, location rules, and application requirements can change.

Key Responsibilities

Daily Work You May Handle

• Analyze patient accounts with credit balances
• Validate overpayments using EOBs, remittance advices, payment history, COB sequencing, and expected reimbursement
• Identify credit balance root causes including posting errors, duplicate payments, COB issues, contract variances, unapplied cash, and incorrect adjustments
• Validate refund requests and payer takeback notifications
• Research and resolve unapplied payments
• Reconcile remittance advices, deposits, and account histories
• Investigate multi-payer scenarios involving Medicare, Medicaid, workers’ compensation, motor vehicle accident, and secondary or tertiary billing
• Coordinate with payment posting, AR follow-up, contract management, and patient financial services
• Process patient and payer refunds accurately and timely
• Communicate with insurance companies, patients, and internal departments

The core workflow centers on accuracy, research, and keeping accounts or records moving through the correct process. A strong applicant should be comfortable reviewing details, comparing information across systems, updating records, and documenting outcomes in a way that supports clean handoffs between departments.

Minimum Requirements

Education, Experience, and Technical Knowledge

• High School Diploma or GED
• 4-7 years of hospital and/or physician accounts receivable experience with hands-on credit balance resolution responsibilities
• Proven experience resolving complex credit balance issues and payment discrepancies
• Comprehensive knowledge of revenue cycle workflows, coordination of benefits, and payer determination
• Working knowledge of managed care contracts, reimbursement methodologies, and claim adjudication
• Strong analytical skills to interpret EOBs, remittances, contracts, and payment documentation
• Familiarity with state escheatment/unclaimed property laws and CMS 60-day overpayment rule
• Proficiency navigating EHR, PMS, and billing systems

For this type of role, employers often look for a mix of practical experience, system confidence, and the ability to understand payer, billing, account, or documentation rules. Even when the role is not heavily phone-based, communication still matters because the work may involve coordination with internal teams, management, or partner departments.

Preferred Qualifications

Helpful Background for Stronger Applicants

• Experience with both facility UB-04 and professional CMS-1500 credit balance resolution
• Background in payment posting, denial management, or revenue integrity
• CRCR or equivalent certification
• Familiarity with ERA/EFT processing, clearinghouses, and payer portals

Phone Level and Work Style

Bellencia phone-level estimate: Low to Moderate Phone. This classification is based on the wording in the pasted posting. Because this is an estimate, applicants who need non-phone or low-phone work should confirm phone expectations during the interview. The posting reads most strongly as Revenue Cycle / Credit Balance Resolution work with a focus on written records, account review, payer details, research, and follow-up.

Pay, Schedule, and Location Details

Pay: not listed in the pasted posting. Schedule: not clearly listed. Job type: Full-time. Location or work arrangement: Remote. Applicants should verify the official application page for the most current pay range, benefits, shift expectations, equipment rules, and state eligibility requirements.

Best-Fit Applicant Profile

This role may be a good match for someone who enjoys detailed, process-driven work and can stay consistent with repetitive but important tasks. It may fit job seekers with experience in medical billing, revenue cycle, accounts receivable, claims, refunds, charge capture, payer research, payment posting, documentation review, insurance eligibility, or healthcare administrative support.

• You are comfortable researching account details and correcting issues before they become larger problems.
• You can follow written procedures and keep documentation clean, accurate, and audit-ready.
• You prefer structured back-office work over sales-driven or heavy call-center duties.
• You can manage confidential information professionally and escalate unclear issues when needed.

Resume Keywords to Consider

Relevant resume keywords may include Credit Balance Specialist, Medical / Healthcare, Revenue Cycle / Credit Balance Resolution, Revenue Cycle, Accounts Receivable, Medical Billing, Payment Posting, Insurance Verification, Refund Processing, Revenue Integrity, documentation, account research, workflow queues, Excel, payer requirements, reconciliation. Use only the keywords that honestly match your experience. The strongest applications usually connect past duties directly to the employer’s listed responsibilities.

How to Apply

Use the official application link for this job posting when you are ready to apply. Before submitting, review the required experience, confirm the schedule, and tailor your resume summary and bullet points toward the highest-priority duties in this listing.