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Credit Balance Clerk - 2165185

UnitedHealth Group

Company : UnitedHealth Group

Location : Richardson, TX, 75080

Posted Date : 12 October 2025

Job Type : Other

Category : Administrative Assistance

Occupation : Clerk

Job Details

Credit Balance Clerk

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Come make an impact on the communities we serve as we help advance health equity on a global scale. Here, you will find talented peers, comprehensive benefits, a culture guided by diversity and inclusion, career growth opportunities and your lifes best work.

The Credit Balance Clerk review and analyze accounts, work queues, and/or reports to identify and resolve unapplied credits and credit balances issued by insurance companies or patients that result in resolution of the credit or initiating a takeback and/or refund.

Youll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges.

Primary Responsibilities:

  • Applies knowledge/skills to basic, repeated activities
  • Demonstrates minimum depth of knowledge and skills in own function
  • Responds to standard requests
  • Requires assistance in responding to non-standard requests
  • Solves routine problems by following established procedures
  • Others prioritize and set deadlines for employee
  • Reviews accounts including: Explanation of Benefits (EOB)/Electronic Remittance Advice (ERAs), payments, adjustments, validate patient payments, validate coordination of benefits, and all account comments; contacts and communicates with insurance companies to gather additional information, as necessary, to ensure that credits are accurate
  • Refunds overpayments or initiates takeback requests on accounts
  • Conducts appropriate review to accurately transfer payments in accordance with established procedures
  • Meets quality assurance and productivity standards through identification, reconciliation of credit balance accounts and/or review of credit balance reports for potential overpayments in accordance with organizational policies and procedures
  • Works with others as a part of a team
  • Proficient in 10 key and alpha/numeric data entry

Youll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

  • High School Diploma/GED (or higher) OR 4+ years of experience in revenue cycle and health/medical billing and collections
  • 2+ years of experience in revenue cycle credit balance and health/medical billing and collections
  • 1+ year of experience in Epic
  • Intermediate level of proficiency with Microsoft Word, Outlook and Excel

Soft Skills:

  • Ability to work in a fast-past, deadline driven environment.
  • Ability to work effectively in both team and individual environments.
  • Ability to multi-task, establish priorities, and work independently to meet objectives

Careers with Optum. Our objective is to make health care simpler and more effective for everyone. With our hands at work across all aspects of health, you can play a role in creating a healthier world, one insight, one connection and one person at a time. We bring together some of the greatest minds and ideas to take health care to its fullest potential, promoting health equity and accessibility. Work with diverse, engaged and high-performing teams to help solve important challenges.

*All Telecommuters will be required to adhere to UnitedHealth Groups Telecommuter Policy.

California, Colorado, Connecticut, Nevada, New York, Washington or Rhode Island Residents Only: The hourly range for California, Colorado, Connecticut, Nevada, Washington or New York City residents is $16.00 to $31.44. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, youll find a far-reaching choice of benefits and incentives.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes an enterprise priority reflected in our mission.

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity / Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

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