Job Description

Insurance Verification Specialist - Remote

Primary Duties & Responsibilities

Insurance Verification Specialist
The Quality Assurance Department is responsible for verifying life and health insurance applications directly with potential customers. It is a vital part of our Company’s New Business and Underwriting process. The information you verify and gather directly relates to determining whether the Company will decline or issue a policy.

Summary Job Description:
We’re looking for outgoing, hardworking individuals who are self-starters, can work independently and are detail oriented. As a Verification Call Center Representative you’ll handle inbound and outbound telephone calls with potential customers and accurately document the information on the appropriate database. You must have a positive, helpful attitude with customers to quickly gather information and record it. There is no cold calling and no phone sales. Friendly, casual work environment with full-time and part-time positions available.
Excellent earning potential – hourly wage plus bonus based on performance.

Primary duties & responsibilities:

• Daily

  • Maneuver within the Quality Assurance database and conduct appropriate assessments on what additional information or verification is needed
  • Ability to handle inbound/outbound calls to potential customers – verify and document required information to finalize applications for underwriting assessment.
  • Accurately document the information
  • Properly document non-contact attempts within the Quality Assurance Database
  • Be able to properly explain the application process to potential customers
  • Accurately and thoroughly complete additional paperwork when needed
  • Maintain appropriate levels of communication with supervision regarding actions taken within the Quality Assurance database
  • Transfer calls to appropriate department as needed
  • Successfully meet the minimum expectation for departmental key performance indicators (K.P.I’s)
  • Reliable and predictable attendance of your assigned shift
  • Ability to work Full-Time and/or Part-Time based on the specific position for which you're applying

  Occasional

  Be enlisted in special projects that encompass making numerous outbound calls, recording activities requested by/from customers, etc.

• Bilingual English and/or Spanish Preferred
• Minimum typing requirement of 35 wpm
• Excellent oral and written communication
• Superior customer service skills required – friendly, efficient, good listener
• Proficient use of the computer, keyboard functions and Microsoft Office
• Ability to multi-task
• Knowledge of medical terminology and spelling a plus
• Ability to work under pressure
• Excellent organization and time management skills
• Must be detail-oriented
• Have a desire to learn and grow within the Company

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