Insurance Coordinator

Gladwell Orthodontics, 2824 Rogers Rd, Wake Forest, North Carolina, United States of America

Posted Friday, January 2, 2026 at 5:00 AM

At Gladwell Orthodontics, we will do everything we can to make our patients feel comfortable and at home! Our office offers the latest in orthodontic technology, all designed to provide our patients with the best orthodontic treatment and experience possible. Our team consists of caring, highly trained professionals who are ready to provide exceptional service for each patient.

Responsibilities:

• Candidate must be a friendly, caring, goal- and team-oriented individual that is self‑motivated
• We work hard as a team and we are looking for someone to come in and help us go to the next level
• Study insurance plans used most frequently with patients to understand the various nuances to communicate more effectively
• Document basic insurance information in the patient’s file for quick reference
• Process and submit insurance claims daily
• Monitor and follow‑up on outstanding claims
• Provide the appointment coordinator with patient names and amounts due, so effective collection over the counter can take place during the day
• Identify patients in the daily schedule who are a financial concern, note payment problems on the patient’s chart, and arrange a conference with them either before or at the time of the appointment
• Record all financial discussions with patients in their file
• Prepare and process patients’ statements each month on a regular billing cycle
• Make collection calls
• Solidify the financial agreement with the patient, such as payment amount and schedule
• Follow through with correspondence regarding collection when unable to contact the patient on the telephone
• Prepare and send uncollected accounts to collections with manager’s approval and follow through as needed
• Monitor patients whom collection agencies have contacted
• Send information as requested by insurance companies such as x‑rays, charting, narratives, and other documentation for processing the claim when applicable
• Provide insurance predetermination documentation to patients, contacts the patient to make financial arrangements, and schedules treatment
• Correspond with insurance companies to resolve payment delays, requests for additional information, or to discuss denied treatment coverage
• Handle all inquiries concerning insurance daily
• Willing to help in other areas as needed

Qualifications:

• Minimum of 1‑2 years experience and knowledge of dental insurance
• Experience with Eaglesoft is a plus
• Knowledge of English composition, grammar, spelling, and punctuation
• Skilled in the use of standard office equipment, including telephones, calculators, copiers, fax, computers, and computer software (MS Excel, Word, Practice Management software)