Dental Insurance / Treatment Plan Financial Coordinator

This is a remote position.

A growing multi-doctor dental practice is seeking an experienced Dental Insurance & Treatment Plan Financial Coordinator to support an increasing volume of complex treatment cases. This role focuses on preparing the financial and insurance components of dentist-approved treatment plans, ensuring patients receive accurate cost estimates and helping the practice improve treatment acceptance.

This is a specialized dental support position and is not a general virtual assistant, front desk, scheduling, or basic billing role. Candidates must have hands-on experience with dental insurance verification, benefit interpretation, treatment plan financials, patient cost estimation, and prior authorizations.

Scope and Boundaries

The Dental Insurance & Treatment Plan Financial Coordinator is responsible for building the financial and insurance package associated with a treatment plan after it has been created and approved by the dentist. The coordinator does not diagnose, create, modify, or make clinical decisions regarding treatment plans. Their role is to accurately determine insurance coverage, estimate patient responsibility, identify non-covered services, and prepare documentation needed for financial consultations and treatment approval.

Core Responsibilities

• Take dentist-approved treatment plans and create the corresponding financial and insurance package
  

• Verify patient insurance benefits
  

• Interpret coverage percentages and code-level coverage by plan
  

• Identify which procedure codes are typically covered versus not covered
  

• Flag non-covered services so the practice can bill its UCR (usual, customary, and reasonable) rate
  

• Estimate the insurance-covered portion versus the patient’s out-of-pocket cost
  

• Handle prior authorizations required before procedures
  

• Prepare the materials the practice uses for the financial consultation with the patient
  

• Support consistency and speed in getting patients back in for financial consults
  

Procedure Knowledge

The practice performs a range of complex cases the coordinator should be comfortable working with, including cosmetic dentistry, fixed and overdentures, dental implants, oral surgery, sleep apnea treatment, and neuromodulator treatment for TMJ.

The primary responsibility of this role is to prepare complete financial and insurance packages for dentist-approved treatment plans. In most cases, these materials will be provided to the in-office team, who will conduct the financial consultation with the patient.

Depending on the practice's workflow and the candidate's experience, there may be opportunities to assist with remote patient consultations, including reviewing treatment costs, insurance coverage, and available financing options. Final responsibilities regarding direct patient presentations will be determined by the practice prior to placement.

Requirements

Required Skills and Experience

• Working knowledge of dental insurance: codes, benefit structures, coverage percentages, and non-covered service handling
  

• Experience with dental treatment plan financials and patient cost estimation
  

• Familiarity with prior authorization processes
  

• Comfort working within a practice management system (Open Dental experience a plus)
  

• Strong accuracy and attention to detail in financial estimation
  

• Clear communication for coordinating with the in-office team
  

• Ability to work remotely and independently while protecting PHI
  

Technical Requirements:

*Internet speed: Minimum 50 Mbps upload and download (wired connection strongly preferred).

*A verified backup internet connection is required — mobile phone hotspots are not acceptable as backup.

*Dedicated wireless dongles or secondary ISP connections are acceptable backup solutions.

*Backup power source required (UPS or generator) to maintain connectivity during outages.

*Quiet, professional workspace suitable for voice work — free from background noise and interruptions.

*Noise-canceling headset required.

*Reliable computer with sufficient processing power to run software systems and softphone simultaneously.

*You must have Windows 11 or the most recent Apple OS / Update

What We're Looking For

* Professional and patient-focused attitude

* Dependable and punctual

* Strong problem-solving skills

* Friendly, empathetic, and customer-service oriented

Benefits

Compensation & Payments

Competitive hourly rate

On-time payments, every time

Payments processed via Wise

Training & Support

Direct client training provided — you are never thrown in blind

HIPAA certification provided at no cost to you

Dedicated Account Manager as your point of contact

Clear escalation paths — you always know who to go to

Work Environment

100% remote — work from home

U.S.-based company with structured operations

Stable, long-term account placements (not gig-style work)

Supportive team culture across all accounts

Growth & Experience

Build your U.S. industry experience

Exposure to multiple practice types and platforms

Potential for increased hours or additional accounts based on performance

Strengthen your resume with verified, legitimate U.S. client experience