Insurance Coordinator - CBO

Posted Wednesday, August 5, 2026 at 4:00 AM

At Triangle Family Dentistry in Wake Forest, we are devoted to restoring and enhancing the natural beauty of our patients' smile using conservative, state-of-the-art procedures that will result in beautiful, long-lasting smiles! We provide comprehensive treatment planning and use restorative and cosmetic dentistry to achieve our patients' optimal dental health. We build a foundation of trust by treating our guests as special individuals is vital to our success.

• Candidate must be a friendly, caring, goal and, team oriented individual that is self-motivated
• We work smart 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 to understand the various limitations and guidelines
• Document basic insurance information in the patient’s file for quick reference
• Calculate 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
• Verify in advance of treatment that all information required by insurance companies such as x-rays, charting, narratives, and other documentation is available for processing the claim when applicable
• Correspond with insurance companies to review treatment coverage or denials
• Handle all inquiries concerning insurance daily with a helpful and positive attitude
• Willing to help in other areas as needed

• Minimum of 1-2 years experience and knowledge of dental insurance
• Experience with TAB
  32 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)