HaloMD · 13 hours ago
Refund Analyst
San Antonio, Texas Metropolitan Area
Full-time
Hybrid
Entry Level
1+ years expHaloMD specializes in Independent Dispute Resolution (IDR) for out-of-network healthcare providers, leveraging advanced technology to optimize reimbursements. The Refund Analyst will oversee the refund process, ensuring timely and accurate handling of customer refunds while maintaining financial accuracy and operational efficiency.
FinanceHealth Care
Responsibilities
Organize and maintain reports into a format that can easily be evaluated by Leadership and external parties
Perform daily reconciliation of outstanding refunds across all 15 IDREs to ensure timely and accurate identification of overpayments
Analyze payer remittances and IDR settlement data to validate refund eligibility
Process refund transactions accurately and in compliance with internal controls, payer contracts, and regulatory requirements
Coordinate with Refund Team Leads and Accounting to resolve discrepancies and ensure proper posting and documentation
Maintain organized and up-to-date records of all refund activities for audit readiness
Identify and escalate any discrepancies or issues requiring further investigation
Assist in month-end reporting and support internal audits related to IDR refund activities
Collaborate with internal stakeholders to ensure smooth resolution of open refund items
Strong organizational, analytical, and problem-solving skills
Knowledge of the Arbitration process
Proactively assess and implement improvements to the refund handling process
Professionalism in all dealings, both internal and external customers
Ability to clearly communicate, both verbally and in writing
Other duties as assigned
Qualification
Required
Organize and maintain reports into a format that can easily be evaluated by Leadership and external parties
Perform daily reconciliation of outstanding refunds across all 15 IDREs to ensure timely and accurate identification of overpayments
Analyze payer remittances and IDR settlement data to validate refund eligibility
Process refund transactions accurately and in compliance with internal controls, payer contracts, and regulatory requirements
Coordinate with Refund Team Leads and Accounting to resolve discrepancies and ensure proper posting and documentation
Maintain organized and up-to-date records of all refund activities for audit readiness
Identify and escalate any discrepancies or issues requiring further investigation
Assist in month-end reporting and support internal audits related to IDR refund activities
Collaborate with internal stakeholders to ensure smooth resolution of open refund items
Strong organizational, analytical, and problem-solving skills
Knowledge of the Arbitration process
Proactively assess and implement improvements to the refund handling process
Professionalism in all dealings, both internal and external customers
Ability to clearly communicate, both verbally and in writing
College degree or equivalent work experience required
Minimum of 1 year's refund experience
Strong organizational analytical and problem-solving skills
Knowledge of Refunds processing and collections
Knowledge of independent dispute resolution process
Ability to clearly communicate both verbally and in writing
Proficiency in Microsoft Excel and comfort with data analysis and reconciliation tools
Knowledge of laws that regulates communication and privacy act
Must maintain professional appearance
Ability to be at work at regular and consistent times
Preferred
Reconciliation Experience preferred
IDR or Healthcare experience preferred
Company
HaloMD
Experts in Independent Dispute Resolution under The No Surprises Act and State Balance Billing Prohibition, powered by Advanced Technology
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Dan Heinmiller
VP, Data Ingestion & Client Experience Technology
Nirnay Patel
Chief Data Officer
Recent News
2025-11-01
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