Dental Associates

Patient Financial Services Representative

Job Locations US-WI-Wauwatosa - Forum
Job ID
Clinic Support

Company Perks

In addition to an excellent compensation package, we offer our employees a comprehensive benefits package that includes the following:

      • Opportunity for annual pay increases 
      • Bonus opportunities 
      • Health insurance
      • Dental insurance
      • Life insurance
      • Vision Insurance 
      • Health savings and flexible spending account options
      • Disability coverage
      • 401k plan with company match
      • Paid time off, including paid holidays 
      • Staff member discount programs

The Company


Founded in 1974, Dental Associates is Wisconsin's largest family and dentist-owned group dental practice with over a dozen offices throughout the state. Dental Associates is a strong company with the resources to continually invest in our overall growth. We also invest in our talented team members through continuing education and other development opportunities.


Our team provides comprehensive support to each of our clinics throughout Wisconsin to deliver the affordable, quality care that our patients have come to expect. You will enjoy working with a small collegial team, though still benefitting from the perks of being an employee of an established company with nearly 850 employees total.


Responsibilities & Requirements

Job Summary


The Patient Financial Services department consists of a variety of teams that carries out revenue cycle operations and supports Dental Associates’ 14 clinics. Their tasks include functions such as verifying insurance plans, submitting and following up on claims to insurance, posting payments, and answering calls from patients regarding their accounts and balances. Below you will find an overview of the different teams within the department and their corresponding job duties.


Insurance Verification Job Duties:

  • Verify insurance coverage and eligibility for both medical and dental insurances for upcoming appointments by utilizing online websites or contacting carriers by phone
  • Complete verification requests submitted by internal customers
  • Utilize customer service skills to answer phone calls, emails, and messages from internal customers

Customer Service Representative Job Duties:

  • Answer phone calls from external and internal customers to answer questions and provide assistance on billing issues/questions
  • Work with other teams in the department to gather information on accounts
  • Deescalate situations with customers and resolve complaints
  • Collect payments and set up payment plans
  • Work reports

Accounts Receivables Job Duties:

  • Submit claims to dental and medical insurance companies; electronically or by mail
  • Following up on claims via phone or insurance websites
  • Submit appeals when necessary
  • Ensure proper benefits are being applied
  • Utilize customer service skills to answer phone calls, emails, and messages from internal customers

Orthodontic Contracting Job Duties:

  • Verify orthodontic insurance benefits prior to consult appointments
  • Create contracts for patients starting orthodontic treatment
  • Create payment plans
  • Create and mail collection notice letters
  • Conduct courtesy calls to notify patients of letters being sent to them
  • Utilize customer service skills to answer phone calls, emails, and messages from internal customers

Major Work Job Duties:

  • Submit prior-authorizations to insurance companies
  • Follow up on prior-authorizations to determine insurance coverage
  • Interpret provider notes and x-rays to submit correct information to insurance companies
  • Utilize customer service skills to answer phone calls, emails, and messages from internal customers



  • Minimum of a high school or equivalent
  • 2 + years of dental, collection, insurance, healthcare or similarly fast-paced, customer-focused environment is preferred 
  • Excellent communication skills (verbal/written) and ability to positively resolve conflict
  • Strong mathematical stills and ability to accurately work with finances
  • Technologically savvy, ability to work with several computer applications simultaneously
  • Applicants may be required to obtain their Wisconsin accident and health intermediary license within six months of employment



If you’re ready for an exciting, stable career with a growing company apply today!


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