Job Description: Benefits Coordinator

Job Title: Benefits Coordinator

The primary role of the Benefits Coordinator (BC) is to gain a financial commitment from the patient in order to start the best possible treatment as soon as possible. Some key duties associated with gaining a financial commitment include: utilizing financial options, educating patients on treatment choices, overcoming common patient rejections, and keeping dentists’ schedules productive. The Benefits Coordinator should approach each patient in a consultative and educational manner, being careful to avoid abrasive and/or aggressive sales techniques.

ESSENTIAL FUNCTIONS: To perform this job successfully, an individual must be able to perform each essential function satisfactorily with or without accommodation. The requirements listed below are representative, but not all inclusive, of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential job functions.

1. Gain a financial commitment from the patient

2. Utilize tools, skills, and talents to assist patients in making the best possible decision for their unique wants and needs, remembering that the most important choice the patient will make is getting started with Treatment.

3. Coordinate fees and insurance benefits for patients visiting general practitioners.

4. Utilize available financial options to give patients choices for how they can pay.

5. Professionally overcome the common patient objections/rejections.

6. Maintain accurate patient financial paperwork and adherence to the office manager’s financial arrangement parameters.

7. Properly use patient account software and maintain accuracy in records related to patient financials.

8. Obtain necessary insurance approvals in a timely manner. .

9. Partner with the Specialty BC, when appropriate, to complete patient care.

10. Adhere to criteria with respect to facility cleanliness and maintenance.

11. Participate in meetings as required.

12. Adhere to office values.

13. Help in exceeding patient expectations.

14. Maintain an appropriate professional appearance and demeanor in accordance with Company policy.

15. Ensure compliance with Company policies, as well as State, Federal and other regulatory bodies’.

16. Provide feedback regarding specific tactics that change financial and patient outcomes so the rest of the organization can benefit.

17. Perform other duties as assigned.


  • REQUIRED: Equivalent to high school diploma or general education degree (GEO) and one or more years of business experience; or equivalent combination of education, training, and experience.
  • DESIRABLE: Bachelor’ s degree; considerable prior coursework or on-the-job training in the fields of dentistry,insurance, or business. Knowledge of Microsoft and QSI software applications.


  • Knowledge of office practices, technology applications and patient insurances.
  • Good interpersonal communication skills.
  • Understanding of general dental operations and patient flow issues.
  • Knowledge of Microsoft and QST software applications, and use of standard office equipment (e.g., telephones, copiers, scanners, facsimiles, calculators).
  • Ability to read, analyze, and interpret common insurance plans and financial information.
  • Ability to draw valid conclusions, apply sound judgment in making decisions, and make decisions under pressure.
  • Ability to respond to common inquiries from customers.
  • Ability to apply basic mathematical concepts such as division, multiplication, fractions, and percentages to practical situations.


  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
  • This is primarily a sedentary office classification but may require field visits and/or travel. Temperature conditions are controlled with no direct exposure to hazardous physical substances. The noise level in the work environment is usually low to moderate. There is occasional exposure to irate staff, vendors or patients, but there is negligible anticipation of exposure to violence.
  • While performing the duties of this job, the employee is regularly required to sit, stand, walk, use the keyboard, finger, handle, or feel ; reach with hands and arms; see, talk, hear, and smell. The employee will frequently lift and/or carry reports, records and other materials that typically weigh less than 20 pounds. The employee is occasionally required to stoop, kneel, bend, or crouch.
  • Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, calculator, and other standard office equipment.

All of the information contained herein reflects general details as necessary to describe the principal functions of this classification, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Management reserves the right to add, modify, change, or rescind the duties and/or work assignments of all positions, without advance notice, and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.

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