Refund Specialist

Job Title

Purpose : Process all credit balances (insurance and self-pay) for refunds.

Responsibilities :

• Review credit balances for possible distribution to other debit balances.
• Ensure that all validated Government payer refunds are processed in a timely manner or within the payer guidelines.
• Maintain department productivity guidelines.
• Ensure that proper documentation is attached to all refund requests.
• Performs duties and job responsibilities in a manner which promotes the core values of UPMC (Quality and Safety, Dignity and Respect, Caring and Listening, Excellence and Innovation, Responsibility and Integrity) in all consumer and UPMC interactions.
• Maintain compliance with quality standards.
• Prioritize work flow accordingly by balance and aging criteria.
• Ensure that all incoming refund requests, either via CRM or email, are processed within 3 business days.
• Identify and take action towards resolution of credit accounts through potential refunds, adjustments, payment transfers, etc. Adhere to the Fair Debt Collection Practices Act and understand the laws and regulations applicable to job functions.
• Identify credit balance issues that may impact workflow.
• Reconcile refund postings.
• Notify management of any trends identified in workflow creating credit balances.

Qualifications :