Insurance Coordinator Job Description

Insurance Coordinator Job Description

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Insurance coordinator provides training on our systems, however experience with MS Outlook, Word, Excel, and PowerPoint is required.

Insurance Coordinator Duties & Responsibilities

To write an effective insurance coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance coordinator job description templates that you can modify and use.

Sample responsibilities for this position include:

Ensuring full understanding of all Aon Facilities, including wordings, endorsements, limits
Ensure all file, both electronic and paper, are maintained in a timely fashion
Assist in the development of sales documents and presentations to existing clients and prospective new clients
Input and/or check all data into data systems
Maintain detailed electronic and paper file notes
Prepare and/or check communication based upon master drafts where appropriate
Assist in claims administration as applicable
Assist in the initial proposal document (may include response to formal RFPs and RFQs requests for information proposals)
Assist with contract comparisons, noting differences in contracts and summarizing for partner
Maintains current documentation related to the patients drug therapy and pharmacy care plan

Insurance Coordinator Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Insurance Coordinator

List any licenses or certifications required by the position: MI, CEBS, BOC, W-9, DICM, SMS, SCCI, COI, BLS, HOA

Education for Insurance Coordinator

Typically a job would require a certain level of education.

Employers hiring for the insurance coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Education, Healthcare, Social Work, Medical Billing, Associates, Business, General Education, Medical, Pharmacy, Nursing

Skills for Insurance Coordinator

Desired skills for insurance coordinator include:

Experience with Medicare
Social Security and Medicaid systems
Excel
Insurance policies for home care authorizations
Outlook
Medical terminology
Word
Higher education institutions and administration
Coverage terms
Especially Excel

Desired experience for insurance coordinator includes:

Ability to work well on a team and focus on results
A bachelor's degree in finance, business administration, business management or accounting is preferred
Must be able to work well with a variety of groups and be self-motivated
Ability to apply industry, functional knowledge to enhance systems, processes and controls
Ability to effectively collaborate with other business areas on system requirements, process changes, required
Series 6 and 63 required and 7 preferred (ability to obtain licenses within 120 days)

Insurance Coordinator Examples

1

Insurance Coordinator Job Description

Job Description Example
Our growing company is looking for an insurance coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for insurance coordinator
  • Contacts patients, when necessary, for updates of financial and demographic information
  • Obtains financial data from a variety of sources including Medicaid and Blue Cross point of service devices
  • Answer phones and scheduling appointments as needed
  • Assist Office Manager on a daily basis
  • Must be a people person, self-starter, great communicator, reliable, detail oriented, and highly organized
  • Full-time, Monday-Friday, flexible on the hours of shift
  • Work with various insurance agencies to manage funding authorization for clients
  • Book testing appointments to comply with funding agency requirements
  • Work with staff from other departments to gather relevant information
  • Providing agency program analysis and approval
Qualifications for insurance coordinator
  • Strong claims knowledge and analytical skills
  • 2 yrs experience in similar setting
  • Customer-oriented telephone and email abilities to respond quickly, competently and patiently
  • Two years of administrative or clerical experience in an office environment
  • Hospitality or commercial construction experience is preferred
  • Invoice processing experience is a plus
2

Insurance Coordinator Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of insurance coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for insurance coordinator
  • Conducting Quoting, DocuSign, and various product training and demos
  • Coordinating and conducting webinars for internal and external clients
  • Assisting with the development and testing of system customizations and new products
  • Establishing/approving agency management system integrations and troubleshoots any problems agencies encounter
  • Preparing & designing collateral materials as required
  • Using Salesforce, creating campaigns tied to tradeshows and agency blitzes
  • Evaluates, authenticates and verifies information and official documents presented by customers and applicants
  • Takes the lead over Agency Services or other clerical staff
  • Provides instruction, guidance and on-the-job training to Agency Services staff
  • Greets customers and answers telephone inquiries
Qualifications for insurance coordinator
  • Ability to demonstrate availability based upon customers needs, consistent excellent attendance
  • Work directly with Business Managers and accounting office to ensure prompt and ethical processing of all deals
  • Maintain impeccable reputation with lenders as you work with them and the Finance Manager to fund deals
  • Must be articulate while contacting customers over the phone
  • Prior compliance, banking, or lending experience preferred
  • High standards of detail and ethics
3

Insurance Coordinator Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of insurance coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for insurance coordinator
  • Collects and reviews monthly carrier production reports
  • Prepares monthly carrier production and contingent bonus exhibits for executive level review
  • Coordinates marketing of new and renewal business
  • Organize submissions to carriers
  • Maintains carrier and intermediary P&C contracts files
  • Maintains carrier database
  • Processes incoming and outgoing communications (phone, email, ground and express delivery, ) on behalf of team
  • Prepares correspondence, presentations and spreadsheets
  • Handles on-going projects, such as expense processing, per department requirements
  • Assist with the enrollment/waiver process
Qualifications for insurance coordinator
  • Must understand lending and regulatory guidelines
  • Deal with local and national bankers
  • Understand tag and title laws
  • Have a niche for detail
  • Experience billing and working with insurance companies
  • Self-motivated and willing to help promote and build the practice
4

Insurance Coordinator Job Description

Job Description Example
Our company is growing rapidly and is looking for an insurance coordinator. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for insurance coordinator
  • Lead small group discussions
  • Manage classroom dynamics
  • Update, reproduce & coordinate training materials
  • Track and report trainees progress
  • Provides backup support to Training team members
  • Provides administrative and logistical support
  • Coordinate training event planning and scheduling, such as securing facilities, catering, training attendance sign-in sheets and other special needs
  • Participates and works with the State Department of Insurance on audits of agent information and compliance with State regulatory requirements
  • Researches, documents and communicates resolutions to external and internal business partners for all inquiries regarding the agent appointment and maintenance processes
  • Meets or exceeds all stated performance production quality and throughput metrics
Qualifications for insurance coordinator
  • Licensed Practical Nurse (LPN) or a licensed Registered Nurse (RN) and a graduate of an approved school of practical nursing or professional nursing
  • Prior insurance-related experience, preferred
  • Property & Casualty Insurance License or course completion towards obtaining license
  • Ability to answer questions, effectively explain department programs and services, review forms and applications for completeness and accuracy, provide detailed instruction and direction, and resolve the most complex and/or sensitive issues and problems
  • Ability to interact with the public and others in a courteous, timely, and efficient manner
  • Ability to organize assigned clerical work and develop effective work methods
5

Insurance Coordinator Job Description

Job Description Example
Our growing company is looking for an insurance coordinator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for insurance coordinator
  • Updates appointment records in the corporate administration and producer/agency tracking system to reflect terminations
  • Review/Research bankruptcy notices
  • Research & resolve State Vehicle Suspensions and vehicle verification notices
  • Perform monthly Audits
  • Assist with monthly reporting, analysis & data querying
  • Various Administrative duties and special projects as assigned
  • Educates on the availability of alternative insurance options (i.e., Medicare, Medicaid, Medicare Supplement, State Renal programs and COBRA)
  • Ensures patients have followed through with the application process
  • Obtains premium statements and signatures from patients
  • Discusses situation and options if employment status changes or other situations change
Qualifications for insurance coordinator
  • System knowledge – Microsoft Office, Customer Relationship Management tools
  • Minimum of 3 years administrative/clerical experience in an office environment
  • Ability to sort, index, file, alphabetize, and retrieve varied types of materials using an established filing system
  • Ability to identify pertinent information
  • Work independently within the prescribed procedures and policies of the department/agency
  • Operate a cash register or other equipment used to collect fees for services rendered

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