Dental Insurance, Patient Success Virtual Assistant

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Winning Assistants LLC

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51 - 200 employees

At Winning Assistants, we help doctors, healthcare professionals, and business owners save time, cut costs, and scale their operations with highly skilled, HIPAA-compliant virtual assistants. Our VAs handle tasks like admin support, medical office management, marketing, and customer service, allowing you to focus on growth.

📋 Description

• Answer all incoming patient calls promptly and professionally. • Convert inbound marketing leads into scheduled appointments through confident and consultative conversations. • Build rapport with prospective patients, answer questions about treatments and services, and help overcome objections. • Schedule, confirm, reschedule, and manage patient appointments. • Deliver an exceptional patient experience from the very first interaction. • Verify dental insurance eligibility and benefits. • Submit insurance claims accurately and promptly. • Process insurance predeterminations and eligibility checks. • Follow up on denied, unpaid, or delayed insurance claims. • Prepare claim corrections, resubmissions, and appeals as needed. • Monitor and manage accounts receivable (AR) aging. • Perform billing-related administrative tasks and communicate with insurance carriers regarding claim status. • Manage daily front office operations within the practice. • Conduct patient recall and reactivation campaigns. • Maintain accurate patient records and documentation. • Perform data entry and administrative tasks using Ascend. • Support the team with additional front office and operational responsibilities as needed.

🎯 Requirements

• Strong background in U.S. dental insurance verification, claims submission, predeterminations, appeals, denials management, and insurance follow-up. • Experience managing accounts receivable (AR) aging and billing workflows. • Proven ability to convert inbound callers into scheduled patients through excellent communication and relationship-building skills. • Strong sales mindset with the ability to confidently discuss services, answer patient questions, and encourage appointment bookings. • Excellent phone etiquette and customer service skills. • Experience using Ascend or similar dental practice management software. • Highly organized with exceptional attention to detail. • Able to work independently, prioritize tasks, and thrive in a fast-paced environment. • Reliable, proactive, and committed to providing outstanding patient care. • Must speak and write English clearly and professionally. • Must have relevant work experience. • Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory). • Must be available to attend video meetings with camera on when required.

🏖️ Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication. • Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks. • HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients. • Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention. • Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule. • Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client. • Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best. • Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.