A refund specialist works for corporations or healthcare providers to process refunds for clients or patients. As a medical refund specialist, your job duties are to help patients make payments or set up bill payment plans, process insurance reimbursement requests, and issue refunds. Your other responsibilities include maintaining detailed financial records in patients’ files and assisting with clerical and administrative tasks in the medical office, such as scheduling patient appointments or updating medical records. In small healthcare offices, you work alongside physicians, nurses, and medical assistants.