Insurance Support Specialist

The Company 

Cerbo OptiMantra is a high-growth healthcare SaaS company, doing our part in the medical market to support holistic lifestyles and personalized medicine. Our software is purpose-built for functional, integrative, direct primary care (DPC), and concierge medicine practices that are actively changing how healthcare is delivered. With our recent merger, Cerbo OptiMantra has become one of the leading platforms in this rapidly growing market. Our customers are redefining the patient experience, and Cerbo OptiMantra exists to give them the technology foundation to grow, scale, and deliver better care. 

Learn more about OptiMantra here: OptiMantra | EMR, CRM, AND PRACTICE MANAGEMENT SOFTWARE

What You’ll Do 

As an Insurance Billing Support Specialist, you’ll play a critical role in helping OptiMantra clients manage and resolve their insurance billing-related questions and issues. You will serve as both a product expert and trusted resource for troubleshooting insurance workflows, explaining processes, and ensuring smooth billing operations for our customers. This role is ideal for someone with prior experience in medical billing and a passion for customer service, systems, and solving real-world problems. 

Primary Responsibilities 

• Respond to customer insurance billing support inquiries via email, phone, and video calls 

• Troubleshoot insurance related issues including claim submissions, rejections, payment postings, and clearinghouse integrations 

• Train clients on the best practice insurance workflows in the OptiMantra platform in 1-on-1 sessions and group meetings 

• Collaborate with the product and engineering teams to triage billing issues and identify bugs or improvements 

• Create and maintain billing-focused knowledge base content and training documentation 

Required Skills & Qualifications 

• Prior experience in medical insurance billing, revenue cycle management, or insurance claims processing required 

• Strong understanding of CPT codes, ICD-10, claim life cycles, and EDI workflows; familiarity with psychiatry and/or primary care billing codes is a plus 

• Familiarity with clearinghouses, ERA/EOB processing, and insurance follow-up processes; familiarity with Office Ally and ChangeHealthcare a plus 

• Exceptional communication skills and the ability to explain complex billing concepts clearly 

• Customer first mindset with strong problem-solving and analytical skills 

• Experience with EMR/practice management software platforms (especially OptiMantra is a plus) 

• Comfortable using online tools and software systems, including Google Suite 

Compensation & Benefits 

• Competitive compensation based on experience  

• Paid Time Off and company holidays   

• Comprehensive health, dental and vision benefits  

• Short-term and long-term disability Insurance  

• 401k plan with matching company contribution  

• Real ownership and impact in a fast-growing health tech company 

Location: 100% Remote 

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.