The Team Lead – Insurance Verification will oversee a BPO team of insurance verification specialists responsible for accurately verifying patient insurance eligibility and benefits prior to scheduled appointments. This role ensures timely and efficient verification processes, supports escalation handling, and drives performance excellence through training, metrics, and workflow optimization.

Key Responsibilities:

💼 Team Leadership & Operations

• Supervise daily operations of the insurance verification team
• Monitor workload distribution, prioritize urgent verifications, and manage scheduling needs.
• Conduct regular huddles, performance reviews, and coaching sessions.

📞 Insurance Verification Oversight

• Ensure insurance eligibility and benefit checks are completed accurately and timely across all assigned practices.
• Validate coverage details, plan types, service-level benefits, and coordination of benefits (COB).
• Manage escalations for complex verifications, missing information, or payer issues.

📊 Performance & Quality

• Monitor key metrics: % of verifications completed prior to appointment, accuracy rate, turnaround time.
• Track team productivity and report on daily/weekly trends.
• Identify and address quality or training gaps.

⚙️ Process Improvement & Collaboration

• Standardize workflows and identify automation or system enhancement opportunities.
• Provide feedback to leadership, training and RCM team on recurring payer or practice-specific issues.
• Ability to review and manage and lead productivity data and reporting

📚 Training & Compliance

• Support onboarding and upskilling of new team members.

Qualifications:

✅ Required

• 3–5 years of experience in healthcare/dental insurance verification or revenue cycle.
• Strong understanding of dental and/or medical insurance, PPO/Medicaid plans, and benefit coordination.
• Experience working with EMR/Practice Management Systems (e.g., Dentrix, Eaglesoft, or similar).
• Excellent communication, problem-solving, and team-building skills.
• Experience with MS Excel, Word, and PowerPoint.

💡 Preferred

• Experience in a high-volume, multi-site healthcare setting (e.g., DSO, hospital, outpatient clinic).
• Familiarity with payer portals and electronic eligibility tools.