Insurance Representative Resume Samples
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Insurance Representative Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the insurance representative job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
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AS
A Schroeder
Arielle
Schroeder
53825 Larkin Trail
San Francisco
CA
+1 (555) 277 8527
53825 Larkin Trail
San Francisco
CA
Phone
p
+1 (555) 277 8527
Experience
Experience
Dallas, TX
Insurance Representative
Dallas, TX
Krajcik-Barrows
Dallas, TX
Insurance Representative
- Systematically work through A/R queue in task manager to make sure that the claim has been received by the insurance carriers and are paid in a timely manner
- A/R work in task manager calling insurance companies and/or utilize website
- Work resubmit queue in task manager daily
- Makes recommendations to file lien holders’ claims or repossess to ensure all possible recovery efforts are evaluated
- Utilize Coded Notes and task manager to document and track appeals, patient calls, etc
- Research denials utilizing task manager and appeal as necessary
- Participate actively in team activities/initiatives and take responsibility for self learning and development
New York, NY
Customer Insurance Representative
New York, NY
Terry-Stokes
New York, NY
Customer Insurance Representative
- Resolve questions/issues with customer’s insurance policies
- Completes customer’s transactional requests
- Ensure facilitation of first call resolution and customer service satisfaction
- Flexibility to work early, mid, swing, and night shifts
- Strong PC aptitude including keyboard proficiency
- Completes customer’s transactional requests as provided by caller
- Demonstrates accuracy in processing changes to customer policies based on the information provided and identifies opportunities requiring a transfer to a licensed representative
present
New York, NY
Collections / Insurance Representative
New York, NY
Botsford, Hegmann and Denesik
present
New York, NY
Collections / Insurance Representative
present
- Update registration information, post denial codes and adjustments in practice management systems
- Analyze weekly denial reports to spot trends; assess opportunities to improve internal workflows
- Assist in employee training and mentorship
- Analyze and resolve moderately complex insurance denials including coding review to prevent errors within appeals process
- Contact client for missing data elements or confirmation of information
- Contact insurance carriers through website, email or telephone to resolve outstanding accounts
- Maintain internal logs (Excel format)
Education
Education
Bachelor’s Degree in Related
Bachelor’s Degree in Related
University of Georgia
Bachelor’s Degree in Related
Skills
Skills
- Stability and strong financial results - 10 years of steady revenue growth
- A commitment to the greater good: We are a community first, a company second
- Proficient in Microsoft Excel and Access
- Well organized, paying close attention to detail
- Proficient with Microsoft Office products (e.g. Word, Excel, Outlook, Powerpoint, etc.)
- Analytical, with an ability to identify and resolve problems
- Strong interpersonal skills
- Excellent phone etiquette and experience dealing with customers
- Ability to work without distraction and remain focused on task at hand
- Self-motivated, goal oriented, organized, ability to meet deadlines
15 Insurance Representative resume templates
Read our complete resume writing guides
1
Financial Services & Insurance Representative Opportunities Aimia Resume Examples & Samples
- Communication Skills
- Analyzing Customer Needs
- Promoting Products/Services
- Resolving Customer Concerns
- Call Centre – Inbound
- Quality Assurance
- Multi-tasking
2
Insurance Representative Resume Examples & Samples
- Assume full responsibility for providing customers with a professional, courteous and positive experience on a consistent basis by analyzing needs, providing knowledgeable, accurate information, advice and solutions and following through on commitments
- Provide customers with excellent service levels within the parameters established by Scotia Life by effectively managing own workload, staying available and ready to receive customer requests
- Build and strengthen customer relationships through activities associated with maximizing opportunities to promote Scotia Life insurance products. Contribute to the achievement of established financial objectives
- Maintain strict adherence to our Guidelines for Business Conduct and security procedures with respect to assigned authorities and responsibilities, reporting any unusual occurrences to a supervisor promptly
- Accountable to meet all legal and compliance requirements in relation to insurance sales and service activities
- Achieve and maintain required service level standards (i.e.: schedule adherence, calls per hour, and script disclosure)
- Participate actively in team activities/initiatives and take responsibility for self learning and development
- Ensure that annual continuing education requirements are met in order to maintain Life License
3
Customer Insurance Representative Resume Examples & Samples
- Resolve questions/issues with customer’s insurance policies
- Completes customer’s transactional requests
- Demonstrates accuracy in processing changes to customer insurance policies and transfer to a licensed representative when required
- Remain current on new marketing campaigns in order to respond appropriately
- Ensure facilitation of first call resolution and customer service satisfaction
4
Commercial Insurance Representative Resume Examples & Samples
- Serve as the primary point of contact for an assigned book of business and all associated accounts
- Identifying specific client risk exposure and develops and presents coverage solutions through Aon's Specialized Portfolio Solutions (SPS) facilities
- Managing an existing book of small business clients with a focus on maximizing profitability and expanding sales opportunities using SPS and service fees
- Developing and managing client relationships in order to increase sales penetration and cultivate new business opportunities
- Establishing account specific service plans and delivery approaches which support coverage solutions and providing continued opportunity for Aon product / service exposure
- Collaborating with the Autoplan division within the CBU department for clients with auto risk exposures
- Cultivating internal relationships with a focus on referral business; and
- Other related duties and responsibilities as assigned
- One (1) to three (3) years of commercial insurance and/or industry experience required
- Proven business development and sales experience
- Three (3) plus years of commercial insurance experience working with small to mid-sized accounts preferred
- Previous experience working at a multinational brokerage would be an asset, but is not required
5
Medical Insurance Representative Resume Examples & Samples
- Analyze and resolve moderately complex insurance denials
- Knowledge of CPT, ICD-9 and HCPCS codes
- Moderate skill with Microsoft Office applications: Word, Excel
6
Customer Insurance Representative Resume Examples & Samples
- Completes customer’s transactional requests as provided by caller
- Demonstrates accuracy in processing changes to customer policies based on the information provided and identifies opportunities requiring a transfer to a licensed representative
- Actively listens to customer issues or questions showing interest, compassion and displaying empathy for the caller’s situation
- Verify coverage for customers or verify that policy changes were made and provide proof of insurance documents to customers
- Remain current on new marketing campaigns in order to respond appropriately to marketing related inquiries using all available resource tools
- Acknowledge and direct customer’s requests for additional products or services to appropriate licensed representatives
- Ensure facilitation of first call resolution and customer satisfaction on all transactions
- Handle requests regarding customer documentation and be able to clearly explain them to include any follow up on our customer's part
- Minimum of 1 year of customer service experience
- Flexibility with continual changes to business requirements (shift and weekend work schedules)
- Excellent listening /communication skills (both oral and written)
- Intermediate computer skills including keyboard proficiency
7
Insurance Representative Resume Examples & Samples
- Initiate outbound calls to Group Benefits (GB) plan members who are leaving their employer and have the option to convert their health and dental, life insurance and/or critical illness policies from a Group Plan to another Sun Life plan
- Provide members with a high level overview of transition options through education of available Sun Life plans and understanding of current plan coverage
- Act as first point of contact for plan members and respond to initial questions and concerns with strong understanding of transition options
- Transfer Plan members interested in exploring their options further to a licensed Financial Services Consultant and partner effectively with Financial Services Consultant to successfully transition plan member to an FSC
- Communicate effectively with members transitioning from Group Plans
- Build expertise on our range of Insurance products
- Effectively manage a structured daily work
- Communicate daily with Financial Services Consultants, Sun Life members, and other staff
- Develop and maintain strong client relationships while ensuring confidentiality
- Maintain relevant and current knowledge of Sun Life and industry products and policies
8
Imaging Insurance Representative Resume Examples & Samples
- 1-3 Years Healthcare Experience, Preferred
- Knowledge Of Icd-10 And CPT Coding
- Medical Terminology with Good Customer Service Skills
- Knowledge Of Registration And Billing, Preferred
- Demonstrated Knowledge Of Registration Pathways
- LICENSE/CERTIFICATIONS
9
Insurance Representative Resume Examples & Samples
- Determine insurance eligibility for all referrals through direct payer call and/or electronic means and chart accordingly per SOP’s
- Determine patient benefits including financial responsibility and chart accordingly in Operating System per SOP’s
- Work with MD Office to initiate and obtain Prior Authorization if required as per DaVita Rx SOP’s
- Understanding of healthcare insurance coverage fundamentals including major payers, common insurance coverages, and Coordination-of-Benefits
- Prior Authorization experience in pharmacy provider, MD Office, or comparable healthcare provider organization
- Communication skills and experience with physician office, 3rd party payer, and patient customers
- Healthcare operating system experience including data entry, record look-up and viewing, etc
- Experience with healthcare EDI systems including eligibility and benefits
10
Insurance Representative Resume Examples & Samples
- Assists insurance adjusters with requests, questions and problems regarding any pending claim settlements
- Maintains losses at or below established guidelines for assigned job duties
- Service Inbound calls in accordance with Quality Assurance requirements
- Handles escalated customer/insurance agent calls routed from other departments
- Performs other duties as assigned
11
Collections / Insurance Representative Resume Examples & Samples
- Analyze and resolve moderately complex insurance denials including coding review to prevent errors within appeals process
- Maintain internal logs (Excel format)
- 2-4 years’ experience in healthcare collections and/or healthcare related field
12
Insurance Representative Resume Examples & Samples
- Supervisor and Manager Recommendation
- 2 years’ experience reviewing and processing documents and procedures
- Excellent safety record as well as perfect attendance and punctuality
- Excellent written, verbal, and interpersonal communication skills, positive attitude/optimism/enthusiasm
- Must be able to work in a fast- paced, multi-tasking environment with great attention to detail
- Excellent phone etiquette and experience dealing with customers
- Ability to work without distraction and remain focused on task at hand
- Self-motivated, goal oriented, organized, ability to meet deadlines
- Must work independently, but collectively with a team
- Ability to review documents and gather relevant information for vendor compliance
- Able to identify items not meeting requirements and take action needed to resolve while exhibiting good judgment
- Proficient in Microsoft Excel and Access
- Associates or Bachelor Degree in Business
13
Insurance Representative Resume Examples & Samples
- Follow up on claims from submission through final resolution
- Prepare/submit medical claims electronically (when applicable by paper) to governmental, private pay, and commercial insurance carriers
- Identify and resolve any claim delay issues that impact collections
- Resolve account issues and credit balances
- Follow up on payment errors, low reimbursement, denials
- Accurately interpret Explanation of Payment (EOP)
- Initiate and track appeals as necessary
- Resolve Coordination of Benefit (COB) discrepancies
- Perform additional duties as assigned
- A/R work in task manager calling insurance companies and/or utilize website
- Utilize Ecommerce to check to see if insurance company received electronic claim
- Systematically work through A/R queue in task manager to make sure that the claim has been received by the insurance carriers and are paid in a timely manner
- Research denials utilizing task manager and appeal as necessary
- Request medical records as needed
- Verify insurance carrier current address
- Utilize Coded Notes and task manager to document and track appeals, patient calls, etc
- Become familiar with appropriate allowables and contract details for the insurances you are responsible for
- Coordinate with other insurance representatives/teams
- Make corrections as needed
- Review EOB’s as necessary
- Work resubmit queue in task manager daily
- Process incoming mail daily
- Maintain strict confidentiality and HIPAA regulations
- Attend meetings/functions specified by the Business Office Manager
- High school diploma or general education degree (GED); and
- Minimum of two years experience in the healthcare industry
- Minimum of one year experience in the medical billing/receivables environment
- Knowledge of ICD-10, CPT, HCPCS and Medical Terminology
- Minimum typing speed of 30 wpm
- Experience with Centricity preferred
- Excellent verbal and written communication skills required
- Accuracy and clerical aptitude
- Ability to perform in an organized and efficient manner
- Demonstrate adaptability and flexibility
- Ability to establish and maintain effective working relationships with patients, staff and the general public
- Appreciation and understanding of confidentiality
- Ability to interact positively with the public
- Ability to accept responsibility and take initiative to proceed without direct supervision
14
Insurance Representative Bariatric Clinic Resume Examples & Samples
- Requires critical thinking skills, decisive judgment and the ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action
- Meets health system's Guiding Behaviors and Caring Standards including interpersonal communication and professional conduct expectations
- Enters patient insurance information into the patient record and documents insurance coverage of services to be provided
- Notifies patient of his/her financial responsibility for services to be provided. Notifies patients and practitioners of any services requested and/or referred that are not authorized by insurance
- Communicates with patients and practitioners regarding financial responsibility and insurance coverage issues
15
Hospital Insurance Representative Resume Examples & Samples
- Review the account information and necessary system applications to determine the next appropriate work activity
- Verify claims adjudication utilizing appropriate resources and applications
- Initiate telephone or letter contact to patients to obtain additional information as needed
- Participate in the monthly, quarterly and annual performance evaluation process with their Supervisor. Respond timely to emails and telephone messages as appropriate. Communicate issues to management, including payer, system or escalated account issues
16
Auto / Property Insurance Representative Resume Examples & Samples
- Inbound calls
- Must follow guidelines and goals established by the client/ management
- Must have enthusiastic approach to customer interactions
- Ability to handle information requests
- Ability to handle compliments and complaints while maintaining a positive attitude
- Must have attention to detail
- Preforms all other job related duties as requested
- Ability to be licensed or get licensed in applicable states
- Excellent written/ verbal communication to deal effectively with all business and customer contacts
- Ability to pass a lifetime federal background check and drug screening
- Ability to toggle between multiple screens while chatting with the member
- Must pass state licensing exam
17
Insurance Representative Resume Examples & Samples
- High school diploma or GED equivalent
- 1 year insurance payment posting experience in a health care environment
- General knowledge of bookkeeping, basic accounting and familiarity with medical billing and medical insurance industry practices
- General knowledge of CPT and ICD9 codes
- Analytical, interpersonal and communication skills required
- Proficient with MS Office Suite programs
- Ability to concentrate and pay close attention to details
- Experience with EPIC
18
Senior Workers Compensation Insurance Representative Resume Examples & Samples
- Mature communication skills to effectively explain and substantiate bills and payroll
- Ability to provide excellent customer service in a timely manner while in stressful situations
- Refined writing skills
- Demonstrated negotiation skills
- Comfortable working both independently and as part of a team
- Experience training others and giving presentations to a broad audience
- Successful working within strict time-frames due to having superior time management and organizational skills
- Expertise in Microsoft Word, Outlook, Excel, and SFO
19
Senior Workers Compensation Insurance Representative Resume Examples & Samples
- Utilizing expert knowledge of Billing & Collections operations
- Participating in all aspects of business requirements process including communicating business needs in requirement sessions and drafting requirement documents
- Conducting all aspects of testing including acting as a lead, analyzing requirement documents, writing and executing test cases and reporting findings
- Communicating with IT to identify gaps or defects in requirements or programming
- Collaborating with NextGen stakeholders such as CSC, Underwriting and Marketing
- Providing support in core functions of Billing & Collections including cancellations, billing, collections and/or pre-coverage
- Contributing to all phases of training and change management including developing, coordinating and implementing
20
Licensed Insurance Representative Resume Examples & Samples
- Quoting new and existing clients for competitive rates
- Following up with insurance carriers for information (i.e. lienholder info, etc.)
- Maintaining the book of business by calling on pending cancellations, renewals, etc
- Following up on pending underwriting issues with the carrier and insured
- Taking incoming calls from insureds and providing customer service
- Assisting with incoming claims calls (FNOL)
- Strong organizational, quantitative and problem solving skills
- Able to approach problems both logically and creatively
- Ability to perform multiple assignments without immediate supervision is necessary
- Friendly, outgoing and goal oriented
- Minimum High school diploma or equivalent
- Active Arizona P&C License
- Proven success of insurance sales
- Experience in underwriting and/or claims is a big plus
- Bilingual preferred, but not required
- Knowledge of non-standard insurance is helpful
21
Healthcare Insurance Representative Resume Examples & Samples
- Responsible for all aspects of follow up and collections, including making telephone calls, accessing payer websites. Identify issues or trending and provide suggestions for resolution. Accurately and thoroughly documents the pertinent collection activity performed. Review the account information and necessary system applications to determine the next appropriate work activity. Verify claims adjudication utilizing appropriate resources and applications. Initiate telephone or letter contact to patients to obtain additional information as needed. Perform appropriate billing functions, including manual re-bills as well as electronic submission to payers. Edit claims to meet and satisfy billing compliance guidelines for electronic submission. Manage and maintain desk inventory, complete reports, and resolve high priority and aged inventory
- Participate and attend meetings, training seminars and in-services to develop job knowledge. Participate in the monthly, quarterly and annual performance evaluation process with their Supervisor. Respond timely to emails and telephone messages as appropriate. Communicate issues to management, including payer, system or escalated account issues
- Intermediate knowledge of UB-04 and Explanation of Benefits (EOB) interpretation
- High school diploma or equivalent education
- Office/Team Work Environment
22
Bilingual Onsite Insurance Representative Resume Examples & Samples
- Engage and provide employee communication/health/wellness strategies to clients regarding their purchased services
- Handle, refer, or delegate complex questions, issues, and problems to appropriate CHC resources on a wide range of products as they relate to the assigned account
- Partner with the Client Management team in the development of client-specific strategies and in the pursuit of growth opportunities and health promotion activities
- Conduct analysis to identify account opportunities and to recommend strategies that address client-specific needs to improve the team and organization's results
- Refer client service issues, administrative functions, eligibility/claim issues, billing questions, installation matters, and settlement production matters to appropriate service organization representatives (Client Advocacy Team (Client Service Executive), Customer Service Claim and Call Centers, etc.)
- Partner with Client Manager and Client Service Executive to proactively educate and provide recommendations to customers regarding procedural, legislative and other changes affecting them
- Support the achievement of customer-specific performance guarantees
- Conduct open enrollment sessions with clients
- Maintain knowledge and expertise in all products, programs, services and enrollment activity
- Effectively articulates and demonstrates CIGNA's capabilities and tools in the marketplace
- Proficient knowledge (min 3-5 years) in health care / managed care business and knowledge of administrative operations
- Bachelors degree highly preferred
- Successful track record and/or possesses clear aptitude as a leader, administrator and negotiator
- Ability to manage through systems and influence direct and matrix partners to deliver
- Demonstrated planning/organizational skills; ability to plan for both the long and short term; ability to work on many issues at once and to prioritize work
- Demonstrated ability to develop strong working relationships with matrix partners in the organization; ability to leverage matrix resources to drive deliverables
- Previous account management experience highly preferred
23
Senior Workers Compensation Insurance Representative Resume Examples & Samples
- Effectively explain and substantiate bills and payroll
- Establish and maintain effective working relationships and uphold principles of integrity in the workplace
- Provide excellent customer service in a timely manner and in stressful situations
- Help in the retention of all State Fund policyholders
- Follow the principles of State Fund’s Equal Employment Opportunity guidelines
- Maintain a safe working environment
- Defend State Fund against fraudulent activities
- Maintain regular and predictable attendance and/or communication availability during working hours
- Ability to communicate professionally and effectively, verbally and in writing
- Ability to communicate effectively
- Ability to work both independently and as part of a team
- Ability to train and give presentations
- Excellent organization and time management skills
- Proficient knowledge of Microsoft Word, Outlook, Excel, and SFO
24
Workers Compensation Insurance Representative Resume Examples & Samples
- Policy and billing related experience
- Have excellent customer service skills
- Ability to work well with others and maintain good interpersonal relationships
- Ability to ask effective questions, evaluate information, apply guidelines and procedures, and make accurate and timely decisions
- Ability to handle multiple priorities
- Reliable and consistent attendance
25
Insurance Representative Resume Examples & Samples
- High School Diploma or equivalent required
- Experience in mortgage servicing or other financial services field preferred
- Analytical, with an ability to identify and resolve problems
- Ability to manage multiple priorities in a timely manner
- Proficient with Microsoft Office products (e.g. Word, Excel, Outlook, Powerpoint, etc.)
- Experience with MSP/Black Knight servicing platform preferred
26
Bilingual Insurance Representative Resume Examples & Samples
- Assume full responsibility for providing customers with a professional, courteous and positive experience on a consistent basis by analyzing needs, providing knowledgeable, accurate information, advice and solutions and following through on commitments
- Provide customers with excellent service levels within the parameters established by Scotia Life by effectively managing own workload, staying available and ready to receive customer requests
- FINANCIAL
- Build and strengthen customer relationships through activities associated with maximizing opportunities to promote Scotia Life insurance products. Contribute to the achievement of established financial objectives
- OPERATIONAL
- Maintain strict adherence to our Guidelines for Business Conduct and security procedures with respect to assigned authorities and responsibilities, reporting any unusual occurrences to a supervisor promptly
- Accountable to meet all legal and compliance requirements in relation to insurance sales and service activities
- Achieve and maintain required service level standards (i.e.: schedule adherence, calls per hour, and script disclosure)
- Participate actively in team activities/initiatives and take responsibility for self learning and development
- Ensure that annual continuing education requirements are met in order to maintain Life License
- The incumbent must possess excellent analytic, communications (oral and written) skills in English and French
- PC Literate with keyboarding skills of minimum 30 wpm
- Work Experience: Minimum 1 year of customer service experience - preferably in a contact centre environment
