The Onyx Group - Credits Team Lead

Overview

Bonaventure Cir, Greenville, SC 29607, USA
Job Description

Posted Thursday, July 16, 2026 at 4:00 AM
Job Title:

Credits Team Lead
Weekly Hours:

40 hours per week, Schedule Options (Onsite): Monday – Friday, 8:00 AM – 5:00 PM (1-hour lunch) or Monday – Friday, 8:00 AM – 4:30 PM (30-minute lunch)
Supervised by:

Revenue Cycle Manager

Position Overview
The Credits Specialist (Insurance & Patient) Team Lead is a working leadership role responsible for both daily team oversight and direct resolution of credit balance accounts across patient and payer populations. The Team Lead performs credit balance work while leading a team, ensuring timely and compliant resolution of insurance and patient overpayments, refunds, and account reconciliations. The Team Lead is accountable for team performance, quality, and productivity, while also maintaining an individual workload.

Responsibilities

Working Lead Responsibilities (Primary Focus)

Maintain an active inventory of credit balance accounts (both insurance and patient)

Perform hands-on resolution, including:

Insurance overpayment review and payer refund processing

Patient credit resolution and refund issuance

Reallocation/transfers of credits where appropriate

Adjustment posting when applicable

Complete root cause analysis on credit balances and document findings

Ensure all accounts are resolved accurately, timely, and in compliance with payer and regulatory guidelines

Lead, coach, and support a team of Patient & Insurance Credit Specialists

Monitor daily work queues, productivity, and quality outcomes

Assign and balance workloads while also contributing to production

Provide real-time support, issue escalation, and guidance

Conduct 1:1s, performance feedback, and training

Credit Balance Operations

Oversee and participate in credit balance identification and reconciliation

Refund workflows (patient and payer)

Takebacks, recoupments, and offsets

Ensure appropriate disposition of all credits (refund, adjustment, transfer)

Partner with upstream teams to reduce recurring credit balances

Compliance & Risk Management

Ensure adherence to CMS and payer refund timelines

Maintain HIPAA and internal compliance standards

Maintain proper documentation for all account activity

Support audit readiness and respond to audit requests

Performance & Reporting

Track team and individual performance metrics, including inventory volumes and aging, refund turnaround times, productivity, and quality scores

Use reporting to identify trends and improvement opportunities

Escalate systemic issues impacting credit balances

Process Improvement

Identify root causes driving credit balances and implement solutions

Partner with leadership on workflow and system improvements (Epic/eCW)

Support automation and standardization initiatives

Cross-Functional Collaboration

Work closely with Cash Posting, AR Follow-Up, and Denials & Appeals

Ensure alignment across teams to prevent and resolve credit balances

Required Education & Certifications

High School Diploma or equivalent required

Associate’s or Bachelor’s degree preferred

3–5+ years of Revenue Cycle experience, including:

Credit balance resolution (insurance and patient)

Refund processing and overpayment management

Prior lead or supervisory experience preferred

Required Skills

Strong working knowledge of insurance payment methodologies and EOB interpretation

Credit balance workflows and refund compliance

Hands-on experience with Epic and eCW

Ability to manage personal production while leading a team

Strong analytical, organizational, and problem-solving skills

High attention to detail and accuracy

Certifications

Certified Revenue Cycle Representative (CRCR) or willingness to obtain

Leads by example through active account resolution and productivity

Drives accountability for both individual and team performance

Coaches and develops team members in real time

Uses data to guide decisions and improvements

Maintains strong communication across teams

Success Metrics

Individual and team productivity (accounts resolved)

Reduction in aged credit balances

Timely and accurate refund processing

Quality and audit compliance

Team engagement and performance

Additional Notes

This role is explicitly a working Team Lead, with an expectation to:

Carry and resolve a personal inventory of accounts daily

Support team production while leading operational performance

Critical to ensuring financial accuracy, compliance, and patient satisfaction

Physical Demands:

Continuously requires sitting, typing, and verbal communication.

Frequently requires reaching above the shoulder, reaching outward, lifting items weighing 10 pounds or less, pushing/pulling items weighing 10 pounds or less.

Infrequently requires pushing/pulling items weighing up to 50 pounds, lifting items weighing up to 50 pounds, standing, walking, climbing, crawling, bending, squatting/kneeling, lifting items up to 50 lbs, and pushing/pulling items weighing up to 50+.

May be exposed to fumes, airborne particles, infectious diseases, blood/bodily fluids, and disease-bearing specimens.

The Onyx Group is an Equal Opportunity Employer.

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