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Insurance Specialist Resume Samples
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0-5 years of experience
Responsible for investment withdrawals, accounts activation, managing client insurance policies, monitoring policy lapses
- Compiled insurance and investment reports for client meetings
- Prepared insurance cases for underwriter final approval
- Managed advisors’ state licenses
- Maintained advisors’ compliance with insurance and investment companies
10+ years of experience
Consulted with beneficiaries about their rights under Social Security, gathered facts and evidence to establish eligibility for benefits, and made critical decisions to determine the amount of benefits paid to individuals initially and continually.
- Functioned as the claims representative for retirees, widowed, aged, blind, and disabled individuals from diverse educational and socio-economical backgrounds.
- Developed facts through interviews and correspondence with claimants, lawyers, or advocates for the resolution of discrepancies and to obtain needed information.
- Processed records in adjudicating or paying claim’s, collected documentary evidence for claims or conveyed the requirements that must be met for the receipt of benefit payments.
- Recommended modifications in procedure or policy and advised management of significant problem areas, resulting in streamlining the application process and improved office function.
- Identified, investigated, and referred potential program fraud and abuse as necessary.
- Balanced and prepared the monthly Accountability Report for submission to the Central Office in Baltimore MD.
6-10 years of experience
Verified insurance benefits using Passport Health, and Florida Shared.
- Researched modified unpaid insurance claims and coding discrepancies
- Implemented a plan of action for patients in need of financial assistance.
- Performed the daily functions of administrative support, customer service, and cash posting to achieve Patient Financial Services goals of improved collections.
- Used internal systems such as HBO, and Horizon Clinicals
0-5 years of experience
Verified insurance for upcoming surgeries and procedures
- Problem solved insurance out of pocket issues with patients.
- Communicated between patients and insurance companies for patients understanding and knowledge of insurance coverage.
- Problem solved medicare and medicaid issues on a daily basis.
- Provided assistance with charity applications to approved patients.
- Processed insurance out of pocket payments after procedures.
0-5 years of experience
Set up Bariatric programs in hospitals following specific guidelines set by the insurance industries.
- Verified insurance benefits and explained to patients individual levels of coverage as well as specific medical criteria.
- Followed patients throughout the specific pre surgical programs.
- Typed letters of medical necessity.
- Conducted peer to peer appeals with medical directors at the insurance companies for denials.
- Initiated pre authorizations for surgeries and in office procedures.
- Efficiently managed telephone and in-person inquiries related to billing, insurance, and general information.
0-5 years of experience
Secured payment of hospital claims from insurance and workers compensation companies, Medicare and Medicaid, VA and patients
- Provided persistent, effective and assertive actions in resolving and appealing accounts while maintaining compliance with collections and HIPAA laws
- Requested UBs, Medical Records, EOBS, and other documents for claims resolution
- Ensured maximization of collections dollars according to DRG and hospital contracts
0-5 years of experience
Responsible for completing all duties associated with verification eligibility and authorizations as required for outpatient procedures.
- Resubmit denied authorization request by appealing and determine reason for denial
- Verifying insurance coverage by phone and online to ensure proper coordination reimbursement of benefits and estimates of patients’ financial responsibilities of commercial, governmental and third party insurances
- Communicating with doctor’s, nurses, receptionist, providers and patients on a daily basis
- Educating patients regarding insurance benefits and available resources
- Handling insurance policies with strong knowledge of ICD-9, CPT-10, Medical Terminology and HIPPA regulations.
- Consistently enter approvals, appeals, benefits and notes using Vitera Intergy EHR Software
10+ years of experience
Responsible for processing and posting all insurance claim using Dentrix software
- Calculated pretreatment cost estimates and configured any needed payment plan
- Knowledge about federal, commercial and state dental insurance plans and polices
- Responsible for keeping all insurance contract fees up to date
- Completed all doctor’s insurance credentialing with insurance companies
- Corresponding with patients about overdue balances while serving as a liaison to a collection agency
- Completed referral letters to specials while making proper documentation accompanied any referral
- Performed patient scheduling for two offices, sent out recall cards and responded to any patient concerns
10+ years of experience
Insurance verification and account setup.
- Post payments from clients and insurance venders.
- Increased monthly revenue by 40%.
- Exceptional ability to prioritize and multitask office duties.
0-5 years of experience
- Assisted health care providers in an attempt to collect unpaid medical bills relating to Workers’ Compensation and Commercial insurance
- Communicated directly with insurance companies for resolution purposes
- Decision making performed on a daily basis to determine adjustments, appeals, and patient’s responsibility
- Case management and file organization
- Documented all inquiries from both external and internal customers
- Organized, prepared and participated in Benefits Review Conferences for the Texas Department of Insurance/Division of Workers’ Compensation.
0-5 years of experience
Verified insurance benefits for all new patients
- Maintained insurance information for existing patients
- Contacted insurance companies about unpaid claims and claims paid incorrectly
- Checked patients in when receptionist was out.
- Collected copays and balance due from patients
- Answered phone lines when receptionist was out.
0-5 years of experience
Performed insurance pre-certifications and pre-determinations
- Developed insurance manual
- Committee member on Lean 6 Sigma continuous improvement board
- Compiled operative, pathology, consults, history and physicals for coders
10+ years of experience
- Assisted new or current customers with needs analysis and policy information
- Managed insurance claims, directed customers’ concerns and established monthly goals
- Balanced nightly deposits and reviewed office daily reports by using Windows Professional
0-5 years of experience
Paid insurance premiums to our vendors from customer escrow accounts
- Prepared and sent out refund checks and insurance letters
- Input customer insurance information into the computer system and filed documentation
- Answered customer calls and gave information regarding their escrow account
- Performed data entry tasks as needed
0-5 years of experience
Responsible for contacting every client 30 days prior to their policy renewal and reviewed policies for accurate, adequate coverage
- Remarketed policies with other carriers for potential savings for the clients
- Managed and serviced an average book of 200 clients per month, 30 days prior to the renewal date, and up to 90 after the renewal date.
- Responsible for maintaining current knowledge of Tennessee insurance laws, as well as, carrier’s current underwriting standards.
- Responsible for retaining a minimum of 90% of the business renewing in that month
0-5 years of experience
Specialized in client follow up.
- Handling customer inquiries, complaints, billing questions and payment/service requests.
- Managed large files in a high-volume workload within deadlines.
- Building trust and loyalty with customers.
- Quoting new and existing client with auto, home, and life insurance.
- Top sales representative
- Communicating with English and Spanish speaking customers.
0-5 years of experience
Checked patient health care plans
- Answered calls from nursing facilities regarding insurance inquires
- Converted patient medications delivered by pharmacy to meet the formularies of insurance
- Called nursing homes regarding patient profiles and faxed inquiries
0-5 years of experience
Oversaw patient insurance claims for 2 offices.
- Responsible for calling insurance companies and monitoring status of claims.
- Collected payments from insurance companies.
- Assisted front desk staff with receptionist duties.
0-5 years of experience
Complete Insurance verification via phone with Insurance providers.
- Called customers to update expiring insurance accounts and personal information.
- Responsible for all the filing, copying and scanning of customer files.
- Sorted invoices, ensured all documents were in compliance with company rules and regulations.
- Data entry deposit slips info into Excel sheet.
- Responsible for answering incoming calls with customer’s questions and concerns.
- Acted as back up and support for office manager.
- Promoted from Administrative Assistant to Insurance Specialist.
0-5 years of experience
Succeeded in selling individual health insurance policies.
- Tracked submissions and leads and follow up as required.
- Developed various marketing strategies to create more leads.
- Presented information to the community on several options to obtain medical coverage.
- Built great relationship with clients.
0-5 years of experience
Assisted customers with all insurance products and services as it relates to insurance policies
- Sold/Quoted auto, home, renters, commercial, life and health products
- Always met and exceeded his monthly sales goals
- Sales/service and marketing experience
- Outside marketing to Dealerships, Apartments, Real Estate offices, Colleges and various businesses, etc.
- Cross selling/upselling/taking payment/calling on late payments/closing agency
- Helped Manager with development of marketing ideas and wrote scripts for the branch
- Promoted State Farm Credit Union Products
- Daily business walks in order to obtain more commercial business
0-5 years of experience
Promoted from secretary to specialist within 6 months.
- Became licensed with New York State within 9 months.
- Responsible for payments, billing, and customer service.
- Responsible for handling fiduciary responsibilities.
- Responsible for staying educated and updated on corporate guidelines, rules, and regulations.
0-5 years of experience
Calculated premiums and established payment methods.
- Conferred with clients to obtain and provide information when claims are made on a policy.
- Customized insurance programs to suit individual customers, often covering a variety of risks.
- Monitored insurance claims to ensure they were settled equitably for both clients and insurer.
- Performed administrative tasks, such as maintaining records and handling policy renewals.
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.
- Sought out new clients and developed clientele by networking to find new customers and generate lists of prospective clients.
- Sold various types of insurance policies to individuals including health and life.
0-5 years of experience
Received 80+ incoming calls a day regarding patient shipments, billing, and prescription information
- Researched and verified more complex issues, such as insurance coverage and co-pay amounts due
- Received and sent faxes and scanned necessary documents such as insurance claims, shipment bills of lading, co pay assistance information, and patient documentation to appropriate departments
- Emailed necessary documents regarding patient information, insurance proof, coverage, patient and insurance balances
0-5 years of experience
- Daily maintenance of claims for electronic transmission
- Properly processed hospital billing information
- Updated patient insurance information for [company name] systems, in accordance with established hospital and department procedures.
- Resubmitted any information required by Insurance Companies in order to process claims
- Performed claim submissions and follow up on all third party accounts within established procedures and accurately completing all applicable paperwork
6-10 years of experience
Answered and handled complex homeowner insurance inquires
- Heavily used Data Entry to update Insurance policies
- Posted multiple insurance payments for homeowners
- Handled all homeowner insurance policies related to escrow accounts and non-escrow accounts
- Quality Control all incoming and outgoing customer service calls
- Handled and endorsed all check request
- Ordered inspections, and made sure inspections were 100 percent complete
- Performed other administrative duties
6-10 years of experience
Responsible for issuing certificates for Universities and Seminaries.
- Assisted the Vice President of Property and Casualty and Risk Management Directors on various insurance issues.
- Maintained client relations and customer service tasks.
- Furnished daily insurance support including: Document filing and processing, mail sorting, and phone coverage.
0-5 years of experience
Helped people getting ready and assist them for the best ACA plan for them
- Managed to keep disciplinary order and help people understand insurance benefit.
- Some clients had difficult attitude but still able to maintain order
- Prepared insurance material and prepare presentation for prospective account and groups
- Gathered all data and enrollment forms for groups with Employees form 2 – 100 people
- Assisted with Account manager performing presentation and assents with Enrollments
- Worked with a group of specialists complete all request and difficulty for Groups
0-5 years of experience
- Greeted clients and answered main phone line, acting as a receptionist role
- Quoted commercial new business accounts
- Assisted in personal lines quoting, servicing, and processing when needed
- Corresponded with company underwriters to learn the market appetite
0-5 years of experience
Processed insurance applications
- Prepared quotes for clients
- Received and processed payments on a daily basis
- Kept detailed notes on all accounts using computer database
0-5 years of experience
Represented the agency.
- Managed daily activities, office flow, marketing and advertising of the agency.
- Assisted in the hiring process of new employees.
- Responsible for training and continuous guidance of employees.
- Responsible for personnel files.
- Assisted in employee reviews.
- Provided prompt, accurate and cost-effective service to customers.
- Helped customers make informed and educated decisions about their insurance needs.
- Marketed and sold all lines of insurance products.
- Maintained and built relationships with customers, vendors, operations and team members.
- Maintained Continuous Education certifications and licenses for all employees.
0-5 years of experience
Identified problems, developed and evaluated options and implement solutions for the client.
- Referred to another medical health practitioner when necessary.
- Handled scheduling, insurance billing, bookkeeping, marketing and equipment maintenance.
- Meeting quality standards for services, and evaluation of client satisfaction.
0-5 years of experience
- Provided customer service in the area of health insurance.
- Ensured client rules were adhered to according to plan guidelines.
- Processed benefit transactions using systems such as Oracle and HOBS.
- Worked with operations, priority services, and insurance carriers.
- Ensured customer’s eligibility was correct and processed Cobra
- Utilized excellent customer service skills to achieve a degree of customer satisfaction.
0-5 years of experience
- Responsible for processing new life insurance applications which includes data entry of customer information and ensure application and forms adhere to state insurance laws and guidelines
- Handled phone calls and written communication from our customers in the field force
- Played key role in preparation and testing of an administration database system
- Adhered to time service standards of projects and tasks
- Maintained caseload accuracy within 99 percentile
- Properly handled confidential medical information and private customer information
0-5 years of experience
Performed actuary duties for automotive policies.
- Instructed other insurance specialists on crafting policies based on company formulas.
- Received and processes payments from clients.
- Issued official insurance documents.
6-10 years of experience
Over seven years’ experience working as an Insurance Verification Specialist
- Highly skilled in maintaining strong relations with providers, clients and patients
- Demonstrated ability to verify data of individuals on insurance plans
- Ability to resolve issues on own with minimal supervision
0-5 years of experience
Sold multiple lines of insurance and financial products.
- Called on leads to generate business.
- Relationship building with clients.
- Data entry, completing applications, quoting, and payment processing.
- Pivot to multiline products and cross-selling.
- Outside sales and appointments as necessary.
0-5 years of experience
Going out to different businesses and offering our supplemental insurance employees and their families as groups, or individuals.
- Operating SNG system
- Setting up and managing accounts for clients on a daily basis
- Managing payroll, calling about accounts, collecting payments, and distributing checks.
0-5 years of experience
- Licensed by the State of Ohio to distribute and sell insurance products
- Filed and responded to customer concerns regarding insurance policies
- Trained extensively and exclusively with a senior sales associate
0-5 years of experience
Appointment Setter
- Place outbound calls to create appointment opportunities for insurance agents.
- Communicates insurance opportunities and promotes company interests to customers.
- Met and consistently exceeded monthly appointment quotas.
0-5 years of experience
Took inbound calls
- Updated policy information as needed
- Made sure insurance payments were made out of policyholder’s escrow account
- Made outbound calls to insurance companies to verify policy information
- Processed paperwork
10+ years of experience
Maintained oversight and management of personnel, sales, accounting, insurance liability and logistic communications
- Provided customer service, engineered rate structure, and mapped route driver logistics
- Drafted proposals, negotiate terms, and closed sales
- Developed and implemented route logistics, time variances, and dispatch for client service
- Creative cost savings solutions, managed a team of 12 employees, 15 vendors, and 200 clients
10+ years of experience
- Administered an Oracle product inventory database of 50,000 items, adding and updating items, including UPC code assignment.
- Produced reports to monitor stock levels and business-critical data with optimum accuracy.
- Ensured schedule compliance for preproduction processes and meetings, managed SBT and UAT data, entered bills of materials, conducted price rolls and updated costing.
- Reduced data-entry requirements by 50% and increased accuracy with design of templates for item entry and updating.
- Maintained 100-percent on-time delivery, with 40-percent ahead of schedule, through the creation of preliminary line lists for seasonal card product line.
- Achieved 98-percent data entry accuracy rate of 200 items per three minutes, versus goal of 95 percent.
0-5 years of experience
Processed governmental payment allotments, reduced debt collections by 14%, customer service
- Executed billing computation for processing calculation figures
- Utilized databases to defuse escalated billing issues with research and issue/resolution
- Training Development/Implementation of department policies and procedures
- Provided departmental direction over employees (5-10) up to and including: human resources i.e. hiring process
- Provided departmental supervision with monthly meetings assignment of employee workload
- Analyzed and evaluated employee performance in adherence with company standards and procedures
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[Insurance Specialist]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
