Insurance and Finance Clerk

This position is a part of the Non-Academic Staff Association (NASA).

This position offers a comprehensive benefits package which can be viewed on our Benefits Overview page .

This competition will be used to fill 2 positions.

Location: This role is in-person and work primarily takes place at North Campus Edmonton.

Working for the University of Alberta 

The University of Alberta acknowledges that we are located on Treaty 6 territory, and respects the histories, languages and cultures of First Nations, Métis, Inuit and all First Peoples of Canada, whose presence continues to enrich our vibrant community.

The University of Alberta is teeming with change makers, community builders, and world shapers who lead with purpose each and every day. We are home to more than 40,000 students in 200+ undergraduate and 500+ graduate programs, over 13,000 faculty and staff, 260,000 alumni worldwide and have been recognized as one of Canada’s Greenest Employers for over a decade.

Your work will have a meaningful influence on a fascinating cross section of people—from our students and stakeholders, to our renowned researchers and innovators who are quite literally curing diseases, making discoveries and generating solutions that make the world healthier, safer, stronger, and more just.

Position Summary

Reporting to the Business Finance Analyst, the Insurance and Finance Clerk is responsible for providing accurate, timely, and proactive service to the finance department at the School of Dentistry. Duties consist of clinical accounts receivable including entering incoming insurance payments, contacting appropriate parties to collect outstanding balances, day to day financial transaction processing, reporting, file maintenance, as well as providing financial/insurance support as needed.

Duties

Clinical Finance Responsibilities:

• Monitors the notifications of electronic bank payments, enters payments into axiUm
• Processes cheque, debit, and credit card payments
• Ensures proper allocation of payments is entered into axiUm and Viewpoint in conjunction with the appropriate treatment and funding source
• Processes CDAnet and paper claim submissions
• Enters adjustments for no cost treatment
• Prepares the daily deposit of the Department, and ensures all appropriate backup documentation is obtained for audit purposes
• Answers inquiries from both patients and insurance companies regarding dental treatment
• Provides financial/insurance support to the patient services clerks and patients
• Coordinates, receives, and records documentation in axiUm database as per protocol
• Responsible for ensuring that account receivables are up to date; sending statements, contacting patients for payments, following up with insurance companies for outstanding balances owed.

Department Financial Responsibilities:

• Responsible for unit-level financial initiation processes
• Prepares external billing invoices, as needed
• Generates orders in SupplyNet and indicates when an order has been received
• Provides support to researchers with submissions of grant amendments, grant balance inquiries, OE monitoring/correction, and end dates
• Responds to queries from faculty, staff and students and evaluates eligibility of expenditures and accuracy of supporting documentation, under terms of grants/contracts and policies as required under UAPPOL
• Manages Shopify site and billing of lost/broken equipment with direction from the Materials Management Supervisor
• Organizes/purges financial information based on the University’s records retention schedule
• Responsible for maintaining departmental equipment inventory to ensure accuracy of database for central audit purposes
• Updates departmental finance internal website with current and accurate information in a timely manner
• Receives departmental deliveries in ECHA and distributes mail for the department
• Organizes and makes arrangements for general Departmental events where appropriate
• Completes special projects and performs other administrative duties as required

Minimum Qualifications

• 1-2 years of Dental office experience required
• Financial administration in a post-secondary setting is an asset
• Post-secondary certificate in a related field required
• Experience with Point of Sale (POS) devices, processing payments and completing deposits
• Ability to critically analyze all aspects of the patient record and identify any required changes
• Accurate data entry skills; strong attention to detail
• Ability to multi-task in a fast-paced and diverse work environment that is dynamic and constantly changing
• Excellent communication skills (listening, verbal, and written) and interpersonal skills
• Well-developed organizational skills with the ability to meet deadlines and prioritize activities
• Proficiency using information technology including MS Office applications and Google Suite
• Experience using an electronic health record software is required (i.e axiUm, Gold)
• Experience using PeopleSoft Applications: Financials is an asset

Note: Online applications are accepted until midnight Mountain Standard Time of the closing date.

We thank all applicants for their interest; however, only those individuals selected for an interview will be contacted.