Insurance Specialist Resume Samples
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Insurance Specialist Resume Samples
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LH
L Hauck
Lottie
Hauck
917 Daniel Harbor
Boston
MA
+1 (555) 805 3962
917 Daniel Harbor
Boston
MA
Phone
p
+1 (555) 805 3962
Experience
Experience
Chicago, IL
Insurance Specialist
Chicago, IL
Connelly, Johnston and Swaniawski
Chicago, IL
Insurance Specialist
- Monitors delinquent accounts and performs collection duties of national patient assistance programs that provide financial assistance for oncology care
- Provide prior authorization assistance as well as claims assistance, including billing and coding instructions, to physicians and/or office staff
- Works to develop existing processes by recommending process improvements
- Monitors delinquent accounts and performs collection duties for accounts receiving assistance from national patient assistance programs
- Manages and records client and carrier communications in workflow system to ensure timely follow up and review by client team
- Works with co-workers to resolve insurance payment and billing errors
- To help manage the transition from execution-oriented setup to a wealth management paradigm, and to ensure seamless front office deal processing
Boston, MA
Life Insurance Specialist
Boston, MA
Wisoky-Wiegand
Boston, MA
Life Insurance Specialist
- Develop new business and maintain existing business relationships by conducting web-based sales meetings
- Manage the re-rating process for administered insurance policies including the renegotiation of insurance terms and conditions
- Developing strategic account planning with Middle Market and Large clients to strengthen relationships and open up opportunities for growth
- Providing insurance consulting advice to corporate
- Develops new business and maintains existing business relationships by conducting web-based sales meetings
- Assists Advisors in identifying sales opportunities. Regularly updates advisors on industry trends
- Stay current on all Transamerica life insurance products, economic, and market conditions in order to make recommendations to the advisors for marketing the product to the clients
present
Philadelphia, PA
Insurance Product Manager & Insurance Specialist
Philadelphia, PA
Schmitt-Renner
present
Philadelphia, PA
Insurance Product Manager & Insurance Specialist
present
- Assist region in due diligence, Contract management with partners and Maintain strong partnership alliances
- Manage the existing product programs and do modifications/ renewals as deemed necessary and work towards integration with UAE Product Team
- Assist in management of Hybrid Insurance products
- Assistance in driving the Zurich partnership goals
- Develop customer insights to strengthen marketing & sales efforts and product communication
- Identify and implement improvement suggestions of the functionalities through customer, RM, Unit Head and Client feedback
- Liase with Marketing Services to develop efficient & effective customer communication and micro marketing events
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of Pittsburgh
Bachelor’s Degree in Business
Skills
Skills
- Strong mathematical skills
- Ability to follow oral and written instructions and directions
- Knowledge of spreadsheet software and ability to use word processing software
- Strong and well developed customer service skills
- Ability to resolve interpersonal conflict and miscommunications
- Strong written and verbal communication skills
- Strong ability to communicate effectively in writing and orally
- Ability to self-initiate and work independently without close supervision
- Ability to work under pressure and with strict deadlines
- Excellent organizational, analytical and problem-solving skills
15 Insurance Specialist resume templates
Read our complete resume writing guides
1
CTL Insurance Specialist / Loan Servicer Resume Examples & Samples
- Established knowledge in property insurance requirements for commercial loans
- Working knowledge in performing insurance analysis
- Must be able to read, understand, and accurately interpret commercial insurance documents
- Mid-level understanding of flood insurance documentation as well as all regulatory requirements surrounding flood insurance
- Minimum 1 year of loan servicing experience with emphasis on review of commercial insurance documents
- Document review and/or audit experience a plus
- Experience in Mortgage servicing
- Experience inservicing real estate loans
2
Nri-insurance Specialist Resume Examples & Samples
- Prepares month beginning pipeline of potential clients after taking inputs from all the RM's
- Discuss the customer profiles and post call review with RMs and help explore and advise on opportunities to sell the relevant Insurance products to them
- Make self-available for joint calls with RMs to enhance call effectiveness, provide learning opportunities, and to demonstrate intellectual engagement with customers to encash the business opportunities
- Review various deviation requests from RMs and either support or reject them on the basis of established processes/norms and on the merits of the case
- Collect, collate and share market information with product management team and suggest strategies for future
- Gather, understand and disseminate product related information (performance/updates) including product implications due to the changing economic factors, to the RMs and customers
- Take initiative to drive the products. For e.g. Running Monthly/Quarterly contests & recognition programme for customers and RM's
- Organize regular customer seminar and road shows to promote the product
- Maintain good relations with the existing clients and assist in good after-sales service in conjunction with the service team
- Product Training and certifications of new RM’s
- Educate and update RMs on compliance and regulatory norms. Engage with Compliance to share rationale for any deviation requests. Satisfactory completion to all internal & external Audits
- 4 or more years' banking experience
- Prior experience on Insurance/ Investment products
- Certified to sell Insurance
- Matured personality with a high level of initiative and drive
3
Ipb-insurance Specialist Resume Examples & Samples
- Excellent interpersonal communication and a strong desire to achieve and have a disciplined approach to sales
- Degree holder with at least 3 years of sales experience in an insurance company or a financial institution, with a proven sales track record
- Familiarity with financial planning concepts and an AFP/AFC or a CFP/ChFC certification would be preferred
- Bancassurance experienced preferred
4
Gcg-insurance Specialist Manager Resume Examples & Samples
- Hires, trains, coaches and manages insurance specialists for centralized team
- Develops clear goals & objectives and communicates to the team
- Tracks performance of the team and identifies areas for improvement
- Works closely with product team to update on market trends, campaigns, and business strategies
- Identifies training needs as well as conducts training sessions for bancassurance specialists, relationship managers, and personal bankers
- Resolve any conflicts that may arise in the branch in a fair manner
- Handle deviation requests in a fair and reasonable manner
- Reviews insurance submissions in accordance with Fair Dealing Guidelines and identify potential insurance trends
- Conducts customer callbacks for selected customers
- Supports centralized team in the areas of customer complaints, policy administration, policy inception, and deviations
5
CTL Insurance Specialist / Loan Servicer Resume Examples & Samples
- Working closely with Supervisor on projects as assigned typically with flood and regulatory updates
- Experience in mortgage servicing
- Experience in financial services
6
Insurance Specialist Resume Examples & Samples
- HS Diploma or GED and 7 years of experience in related field
- Prior insurance processing experience strongly preferred, specifically with total loss, auto, etc
- Strong understanding of and comfort using the MS Office suite
7
Gcg-insurance Specialist Resume Examples & Samples
- College graduate
- With minimum 2 years experience in Financial Services Sales
- Knowledgeable of Microsoft Applications: PowerPoint, Excel and Word
- Fluent in English (writing and conversational skills)
- Chinese speaking an advantage
- No negative findings
- Pleasing personality
8
Gcg-insurance Specialist Head Resume Examples & Samples
- Ensure staff are receiving appropriate training and certification and assist in career path development
- Enhance relationship with the Citi Branch Managers and AOs to gain full support for the referral of clients to CFSI
- Prepare annual business plan (Revenue Forecasts, Sales strategy, Client Value Proposition and Service Delivery Plans)
- Conduct business reviews with senior management (e.g., forecasting, sales, reviews)
- Keep up-to-date with market trends and competitor information
- Support new product launches and development/implementation of marketing programs
- At least 9 years experience in Insurance
- Proficient in Microsoft applications
- Commercial Acumen - understanding and experience of finance including turnover, profit and loss, budgets, margins, forecasting and targets/KPIs
9
Citibank Berhad Kl-insurance Specialist Resume Examples & Samples
- Deliver and meet branch insurance sales target
- Assist RM/PB in joint sales call when needed
- Handle insurance related customer complaints at branches
- Minimum 2-3 years working experience
- Preferably with insurance background and banking exposures in the capacity of sales/sales support role
10
Collection Insurance Specialist Resume Examples & Samples
- Coordination with insurance companies related to loss type (collision, life, disability)
- Contact with customer, executor, or estate attorney to obtain cooperation and/or payment commitment
- Submit claims to courts for inclusion in the estate and probate process
- Procure and supply documentation necessary to garner claim proceeds
- Identify and pursue repossession and foreclosure referrals according to guidelines
- Identify, evaluate, and resolve reasons for delinquency
- Conduct research including but not limited to: review of credit bureau reports, statements, contracts, credit applications, customer files and payment copies
- Execute a plan to eliminate delinquency and prevent losses involving insurance claims, death and CCCS accounts
- Record all efforts via the collection system insuring that all accounts are called and noted accurately
- Strategic use of collection tools to reduce or prevent losses
- Make some strategic actionable decisions related to receipt of information via written or verbal mediums
- Act as a liaison between the Bank and its Affiliates, ensuring that policies and procedures are followed
- Review of daily reports to identify job performance and tasks
- Timely completion of all projects and/or additional assignments
- Utilize cross sell of alternative loan products to reduce losses and promote continued business when applicable
- Assess, interpret, identify indicators and respond accordingly to data gathered from customers and other resources that identify referral potential for assumption of lease contract or loan refinance opportunity
- Verification of and updates to customer demographic and employment information data fields
- Escalate calls and/or problem accounts to senior specialist or supervisor
- Payment processing of CCCS checks
- Minimum one-year customer service, collection, or insurance related field in a call center environment
- Understanding of debt collections in any stage of delinquency
- Sales focus - ability to effectively negotiate
- Basic mathematical and analytical skills
- Strong computer aptitude
11
Life Insurance Specialist Resume Examples & Samples
- Develop new business and maintain existing business relationships by conducting web-based sales meetings
- Reach out to prospective advisers within market to grow Transamerica’s sales and market share
- Demonstrate thorough knowledge of life insurance products, services, and programs. Effectively use this knowledge to illustrate and position the products in an innovative way
- Assist Advisors in identifying sales opportunities
- Regularly update advisors on industry trends
- Participate in Transamerica National and Summer Sales Conferences, bi-annual Regional Sales meetings, training and sales meetings at the request of the National Sales Manager
- Stay current on all Transamerica life insurance products, economic, and market conditions in order to make recommendations to the advisors for marketing the product to the clients
- Wealth Transfer
- Estate Planning
- Life Settlements
- Premium Financing
- COLI/BOLI Market
- Business Succession
- Foreign National Planning
- Executive Compensation
- Retirement Planning
- Previous experience conducting meetings and ability to form relationships with financial advisors in a virtual setting
12
CPS Insurance Specialist Resume Examples & Samples
- Provides additional support to other back office groups in DLP, CPS and Collections groups on an as needed basis
- Ability to work in a fast-paced environment
- Knowledge of applicable state and federal regulations such as FEMA Guidelines
13
Insurance Specialist Resume Examples & Samples
- Degree holder with at least two years of insurance product sales experience, with proven track record
- HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3, 4 & 5
- Proactive and result oriented with strong selling skills
- Fluent in English, knowledge of Mandarin preferred
- Good relationship building and communication skills
14
Insurance Specialist Resume Examples & Samples
- Respond to all written correspondence within four-business day or three working days prior to the date requested on the letter or fax
- Post all NCP payments within two business days once they have been received from the Claims Unit
- Close un-pursuable cases within 2 business days after being instructed by the State (Wyoming Department of Health). Must have a letter, e-mail or transmitted with approval to close the case. Correspondence must be date stamped
- Understand Medicaid billing especially as it relates to TPL
- Perform special projects and other duties as assigned
- It would be helpful to have knowledge of the Wyoming Medicaid Program
- Ability to work in a production environment, working quickly and accurately in subrogation cases
- Ability to follow oral and written instructions and directions
- Personal Computer experience. Previous experience with computer applications such as MS Word, MS Excel, Microsoft data bases, and MS Access
- Must be detailed oriented (bottom line oriented)
- Must have good organizational skills and decision-making ability
- Excellent attendance required
- Helpful to have experience with medical terminology
15
Gcg-insurance Specialist Manager Resume Examples & Samples
- Training ISes to be direct sellers and wholesalers as well as in objection handling
- Responsible for managing performance of a team of Insurance Specialists by setting clear goals and objectives involving sales targets and quality of work
- Responsible for the planning, recruitment, direction, organization and control of Insurance Specialists. Includes ensuring Insurance Specialists strict adherence to Scorecard
- Responsible for monitoring the performance of the Insurance Sales Specialists by establishing a system of reports and communications including sales reports, regular sales meetings, regular one-to-one coaching, mid-year and year-end sales appraisals and joint fieldwork with the Insurance Specialists
- A tertiary degree from a recognised institute with CMFAS qualifications
- At least 8 years' of sales experience
- Exposure to working in a financial environment, minimum 5 years at a banking institution
- Technical grounding in performance management, discipline and grievance policies, and time management
16
Insurance Specialist Delhi Resume Examples & Samples
- Req Description
- Deliver the plan for insurance (life and general insurance business) through the branch banking and Suvidha sales community
- Support the sales team to sell insurance policies to the existing base through
17
Insurance Specialist Resume Examples & Samples
- Degree holder with at least 2 years of insurance product sales experience with proven track record
- Proactive and results-oriented with strong selling skills
- Fluent in English, knowledge of Mandarin is preferred
18
Gcg-cpc Insurance Specialist Resume Examples & Samples
- Support the Relationship Managers and Personal Bankers in evaluating customers’ needs and providing solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning
- Work closely with the Relationship Managers and Personal Bankers to identify opportunities, coach them on insurance concepts and products, and meet their customers
- Familiar with financial planning concepts and an AFP/AFC or a CFP/ChFC certification would be preferred
- Possess proven sales record
- At least 2 to 5 years sales experience in an insurance company or a financial institution
19
Title Insurance Specialist Resume Examples & Samples
- Establish customer files based on standard operating procedures
- Perform all steps necessary to match information received with customer files for updates, changes, and inquiries
- Process all documents received via mail, fax, and email in a timely manner
- Review and analyze search notes
- Prepare all required documents prior to and following closings
- Process premiums and remittance payments
- Enter appropriate information in system based on departmental guidelines and procedures
- Resolve issues as needed in a timely manner
- Attain departmental standards for productivity and quality
- Prioritize activities and to meet workload demands
- Manage title processes and plan effectively to maintain service levels
- Attain an advanced working knowledge of all software utilized day-to-day
- Take direction from management as requested
- Communicate with internal and external partners as needed
- Have an above average understanding of the title industry in terms of job knowledge and industry-related methods and practices
- Contribute to the department's teamwork efforts: Actively participate in group sessions, promote a positive environment, represent the company and department in a favorable manner, and support management's decisions
- Contribute to leadership: Set a positive example for team members, anticipate problems and recommend the appropriate action, and work cooperatively with the management team and co-workers
20
Insurance Specialist Resume Examples & Samples
- Provide insurance advice and administrative assistance to the organisation
- Manage insurance claims
- Monitor compliance with contractual insurance provisions as appropriate
- Liaise with external insurance advisors where appropriate
- Review and develop the organisation's insurance policies and processes
- Advise on insurance related issues in the context of the negotiation of insurance related documentation
- Assist cross-functional transaction teams in relation to various strategic projects including acquisitions and restructurings
- Provide support to the contracts and compliance team
- Perform any other ad hoc duties assigned as appropriate
- 3 years' plus insurance/risk management experience in an aviation environment
- Project management experience in an insurance environment
- Experience of dealing with senior management and legal professionals
- Experience negotiating contractual insurance provisions in an aviation context desirable
- Ability to build and develop relationships cross-functionally
- Team player but ability to also work on own initiative
21
Insurance Product Manager & Insurance Specialist Resume Examples & Samples
- Manage the existing and new product platform components
- Assist in management of Hybrid Insurance products
- Assistance in driving the Zurich partnership goals
- Support sales team with regular periodic training, joint calls for client visits & product updates. Work closely with the Relationship Managers to identify opportunities, coach them on insurance concepts and products, and meet their customers
- Increase volume/revenue contribution and support Insurance revenue deliverables
- Develop/Implement strategy for above components across customer segments for the insurance portfolio in general
- Expand scope & contribution of all insurance products. Maintain a healthy mix of product sales based on customer needs and market trends
- Develop/Launch new products/services to augment the product platform & incremental sales
- Enhance sales/operations process for a scalable business and to increase insurance penetration
- Assist region in due diligence, Contract management with partners and Maintain strong partnership alliances
- Monitor the daily bookings and issuance of policies
- Maintain effective and dynamic information for easy referencing & updates including documentation & sales aids
- Execute process enhancements which lead to faster & shorter TATs
- Launch innovative sales contests for incremental sales, customer promotions with proper in-house L&C and regulatory (CBB) approvals
- Monitor INEX on a weekly basis. Monitor trends to identify any sales patterns
- Effective follow up to ensure INEX does not convert into claw backs
- Monitor & track claw backs and reserves. Monitor trends to identify any sales patterns
- Track reserve balances for revenue recognition opportunities
- Track sales trends, revenue contribution, penetration levels, cross sell and attrition
- Ensure timely reporting - Production monitoring, IISC reporting and other regional reporting
- Manage audit related queries and be responsible for compliance related activity for insurance products
- Liase with Marketing Services to develop efficient & effective customer communication and micro marketing events
- Develop customer insights to strengthen marketing & sales efforts and product communication
- Spearhead the launch of new insurance products in the country across all phases
- Manage the existing product programs and do modifications/ renewals as deemed necessary and work towards integration with UAE Product Team
- Start newsletter/ apt training material and provide insurance related ideas/ guidance to clients to build trust and relationship by doing value addition
- Liaise and work with the Regional Team, UAE Product Team and conduct peer reviews with counterparts from other countries and ensure best practices are transferred
- Identify and implement improvement suggestions of the functionalities through customer, RM, Unit Head and Client feedback
- Ensure adherence to Regional & Country Specific Compliance & Audit policies and guidelines
- Coordinate and hold regular meetings with Investments Product Manger & Portfolio Counsellor, OPS, credit, and technology for smooth functioning of insurance business
- Support the Relationship Managers and Bancassurance RMs in evaluating customers' needs and providing solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning
- Design and recommend strategies to meet the objectives of the customers
- 3-5 years' of work experience in financial industry with 2-3 years of insurance experience in credit, general & hybrid insurance preferably with sales or product background within Bahrain
- Sound knowledge of insurance markets, products and concepts
- In-depth knowledge of insurance products and the overall insurance and investment process from end to end
- Familiar with financial planning concepts would be preferred
- Strong analytical/problem solving skills/quantitative/ Organizational and influencing skills
- Excellent presentation and computer skills (MS Excel) and Prowess with numbers
- Excellent verbal and written communication skills & multilingual English / Arabic will be an additional asset
- End-to-end business perspective
- Strong client focus and capacity to recognize and assess risks and opportunities
- Team player, collaborative and team oriented work with good interpersonal skills
- Self-starter with high work ethics and willingness to go the extra mile
- MBA or Bachelor’s degree in Commerce/ Business/ Finance/ Marketing along with related Insurance Certifications
22
Insurance Specialist Resume Examples & Samples
- Support the Relationship Managers and Personal Bankers in evaluating customers' needs and providing solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning
- Focus on increasing Life Insurance penetration over set benchmarks
- Work closely with the Relationship Managers to identify opportunities, coach them on insurance concepts and products, and meet their customers
- Work to ensure micro -marketing activities are conducted
- Ensure RM’s and TL’s are adequately trained in sales and product specifics
- To help manage the transition from execution-oriented setup to a wealth management paradigm, and to ensure seamless front office deal processing
- Knowledge of insurance products and the overall investment process
- Comprehensive knowledge of Insurance + investment management + current market / economic / financial trends and analyses
- At least 3-5 years' experience in Insurance management / advice
- Wealth management experience, with sales and products background
- Exhibit strong interpersonal skills and be a good team player
- Strong analytical/problem solving skills/quantitative skills
- Excellent presentation and computer skills
- Excellent verbal and written communication skills & Bilingual English
23
Commercial Insurance Specialist Resume Examples & Samples
- Assist with servicing acquisition related tasks
- Train new employees
- Commercial loan servicing experience
- Four-year college degree
- Ability to function in a deadline driven environment and prioritize responsibilities
- Ability to manage change and foster teamwork
- Strong interpersonal skills and professional conduct
24
Insurance Specialist Resume Examples & Samples
- Familiarity with computer and Windows PC applications, which includes the ability to learn new and complex computer system applications Requirements
- Prior experience in medical billing and claim submission (preferred)
- Basic comfort level with Internet and MS Office environments (Word, Excel, Outlook) required
- Working knowledge of CPT, HCPCS and ICD-9/10-CM codes and medical billing or coding (preferred)
- Highly organized with strong attention to detail and accuracy in processing claims
- Ability to remain focused and productive each day though tasks may be repetitive
- Ability to problem-solve and identify trends and patterns leading to denials
- Ability to manage multiple assignments and balance workload independently
- Must be a dependable team-player with a positive attitude
25
Cfsi-gcg-insurance Specialist Resume Examples & Samples
- Read market updates first thing every morning (e.g.via Bloomberg/Reuters), assess the implications on the products/investments within their area and share this with the rest of the team during the ‘daily huddle’
- Prepare for meetings with customers through reading relevant background information
- Keep specialist and industry knowledge up to date
- Coach and train Relationship Managers/Personal Bankers in specialist area
- At least 2 years of sales experience gained from any industry
26
Insurance Specialist Resume Examples & Samples
- Good knowledge in insurance products and claims
- Experience in dealing with suppliers/partners/clients
- Proven experience on project management and process design
- Good level of communication and influencing
- Medium knowledge of commercial financial products (leases, loans, factoring, …)
- Experience in Risk, Finance would be desirable
- Good level of English
27
Insurance Specialist Resume Examples & Samples
- Deliver the annual plan for insurance (life and general insurance business) through the branch banking and Suvidha sales community
- Portfolio Analysis of existing insurance and investment holdings
- Need analysis and customer risk profile
- Disseminate information on insurance industry, financial markets and competition products and analyze the same for a meaningful sales engagement
- Drawing up the training roadmap for the individual RM and ensuring successful completion of the insurance training certification on regulatory and knowledge, attitude, skills and habits
- Ensuring the customer engagement by organizing meets and speaking about insurance offering to build awareness in those meets
- Joint sales drills with RMs to facilitate customers buy the right insurance product
- Build the knowledge level of Branch Managers
- Be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines including and not limited to IRDA and RBI guidelines
- Be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints
- MBA with 6-7 years of experience with minimum 4 years with an insurance company/banc assurance channel of a MNC bank
- CFP/CFA/AIII/FIII would be preferred
28
Regional Insurance Specialist Resume Examples & Samples
- Deliver the annual plan for insurance (life, health and general insurance business) through the Branch banking network
- Ensuring the customer engagement by organizing meets and targeted campaigns to grow awareness
- Build the knowledge of insurance for supervisory levels in each business
- Highlight potential financial, regulatory and credit risk to the franchise for insurance sales
- Manage relationship with insurance providers for the franchise locally
- Joint sales drills with RMs to facilitate insurance sales skills and ensure solicitation of the right insurance product
- Be extremely vigilant on sales quality parameters like potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints
- 10 years of experience with minimum 5 years with an insurance company/bancassurance channel of a Private or MNC bank
- Knowledge on insurance products, financial markets and regulations a key determinant
- Proficient in analytics and driven by digits
- Organizational Relationship
29
District Insurance Specialist Resume Examples & Samples
- University degree with minimum 5 years of experience on insurance selling and leading insurance sales team
- Sound knowledge of insurance industry and products
- Aggressive and result-oriented
- Strong leadership, negotiation, communication and interpersonal skills
- Good command of English, Cantonese and Mandarin
- Licensed in HKSI Paper 1, 7, 8 and IIQE Paper 1, 2, 3 and 5
30
Homeowners Insurance Specialist Resume Examples & Samples
- Orders homeowners and/or flood insurance declarations page needed to satisfy credit guidelines from insurance company directly
- Orders updated policies and validates that the information contained matches customer information
- Updates the system of record and work daily priorities
- Reviews the flood insurance provided and validates that sufficient coverage exists
- Confirms the flood zone listed on the policy matches the flood zone on the flood certification pulled in the system of record
- Communicates with external agents and internal colleagues to resolve issues/discrepancies
- High school diploma or equivalent preferred
- Prior customer experience preferred
- Possess strong attention to detail and strong problem solving skills
- Basic office skills
- Ability to work independently or as part of a team
- Able to build relationships quickly
31
Assistant Insurance Specialist Resume Examples & Samples
- Manage and update the data contained in the servicing system to reflect the current status regarding insurance policy effective dates, coverage amounts and premiums
- Review, analyze and interpret all types of property and liability insurance policies, for commercial loans to update the policy data contained in the servicing system
- Assist the Insurance Specialists as requested
- Monitor to ensure the collection of the necessary documentation needed to determine that all non-escrowed and escrowed loans for a given pool have adequate insurance policies in force
- Monitor and accurately disburse the payment of all insurance premiums for the commercial mortgage loans assigned, if any, for which there are escrow funds being held and any force place insurance premiums
- Generate correspondence and correspond verbally as necessary with borrowers, insurance agents, and insurance companies to gather insurance information and/or resolve any issues or discrepancies related to insurance according to department policies and procedures
- Interact with Escrow Analysis Department to resolve any issues or discrepancies related to insurance premiums and data entry
- Coordinate the receipt of all incoming servicing loan files
- Assist the department supervisor and/or manager with other duties as assigned
- Maintain reports as required for investor reporting as assigned
- Must be detail oriented and able to manage multiple tasks in a high volume environment
- Data processing/entry & customer service experience
- Excellent typing and proofreading skills
- Commercial loan document experience
- Records management experience
- Some college preferred
32
Insurance Specialist Resume Examples & Samples
- Responsible for managing queue(s) consisting of vehicles that have been repossessed and physical damage has been noted as well as customer initiated physical damage claims that have been filed with their insurance company
- Review repossession inventory report to review damage and determine if it is feasible to file an insurance claim
- Work with Insurance Companies to file/resolve insurance claims in a timely fashion
- Review insurance evaluations/offers provided by Insurance Company and negotiate offers as needed
- Oversight and repair verification of customer initiated repair claims
- Answer inbound Insurance calls for the department
- Provide back to Insurance Team as needed
- Assist Insurance Supervisor with other duties/projects as requested
- Previous Auto Finance experience preferred
- Experience in handling Physical Damage and or Total Loss a plus
- Education-High School diploma or equivalent
- Willing to work overtime as needed to attain desired results and to prevent backlogs
33
Senior Commercial Real Estate Insurance Specialist Resume Examples & Samples
- Mortgage Warehouse Lending Operations
- Mortgage Servicing
- Minimum of four years proven commercial real estate servicing, construction loan servicing, investor accounting or tax escrow experience or equivalent
- Minimum of an associates degree in business, related field or equivalent experience
- Proven communications, planning, organizational, customer service and decision-making skills
34
Senior Consumer Insurance Specialist Resume Examples & Samples
- Review of all types of insurance policies including Liability, Property, Builder's Risk, Flood and Life
- Determine accurate coverage of insurance based on loan collateral type, loan approval, loan policy and underwriting guidelines
- Identify and communicate any insurance deficiencies to internal business partners, borrowers, insurance companies, attorneys, etc
- Input insurance information in loan servicing software for ongoing monitoring of policy renewals
- Demonstrate understanding of liability, property, builder's risk, flood & life insurance policies including various policy declarations
- Ability to determine and advise required insurance coverage for various types of loan collateral
- General knowledge of Microsoft Office Products
- Familiar with banking core accounting system
- Understanding of loan regulation and compliance specifically as it pertains to insurance regulations
- Understanding of loan documentation and loan structure
- Ability to lead/provide consultation in a group environment
35
Citibank Berhad Kl-insurance Specialist Resume Examples & Samples
- Must possess a degree
- Must have experience in insurance
- Must have experience in sales
- Must have product technical knowledge
- Must have experience in working for bank's insurance
36
VP-insurance Specialist Resume Examples & Samples
- Must have a minimum of 8 years experience with insurance planning products, perm life, disability and long term care products
- Minimum of 8 years experience in a sales capacity in broad wealth planning is required
- Expertise in Advanced Estate Planning, Wealth Transfer and Business Owner Solutions is a requirement
- Must be able to provide expertise in the sales and marketing of wealth planning strategies, business insurance planning and individual life, disability and long-term care insurance products to affluent, high net worth and ultra-high net worth individuals
- Bachelor’s degree and Advanced Planning designations required
37
Insurance Specialist Resume Examples & Samples
- Receive incoming calls from branch offices regarding insurance and annuity products and processes
- Ability to accept and adjust to change
- Strong work ethic and desire to work and excel in the financial industry
- Bachelor's Degree in Business or Finance related field preferred
- Must obtain Arizona State Insurance License within 90 days of hire
- Hours: 9 am -2 pm or 9 am -3 pm
38
Insurance Specialist Resume Examples & Samples
- Knowledge on banking would be preferred
- Proficient in analytics and is driven by digits
- Ability to communicate effectively to influence people
39
Insurance Specialist Resume Examples & Samples
- Degree holder with at least two years of insurance product sales experience and proven track record
- Passes in Chinese or English and Mathematics in HKCEE or equivalent* is a MUST
- All high school public examinations (such as university entry examinations) will be recognized as equivalent to HKCEE
- Fluent in English, Cantonese and knowledge of Mandarin preferred
40
Insurance Specialist Resume Examples & Samples
- The person must have min. 5 years in banking and insurance industry
- Has broadened knowledge in insurance product
- The person must also have good leadership skill
- Good communication and negotiation skill
- Able to work in a team
- Able to work under pressure
- Target oriented
41
Insurance Specialist Resume Examples & Samples
- Timely follow up on status of Gap and Warranty cancellation refunds by contacting the appropriate Administrator and or Dealership
- Run reports to cancel necessary GAP, Service Product and LAHA contracts
- Assist in preparing/mailing Gap and Warranty cancellation request on applicable accounts as needed
- Research & Report any Ancillary discrepancy due to Dealer nonpayment
- Provide backup to Insurance Team as needed
42
Patient Insurance Specialist Resume Examples & Samples
- Required: High school diploma or equivalent
- Required: Two years of directly related experience
- Ability to tactfully interact with patients, physicians, and other office/clinic personnel
- Ability to type 45+ WPM
- General computer skills and knowledge of MS Office
43
Insurance Specialist Resume Examples & Samples
- Responsible for managing queue(s) consisting of vehicles that have been deemed a total loss
- File lien holder claims as needed
- File complaints with the Department of Insurance as needed
- Provide back up to Gap Claim Team as needed
- Experience 1+ year in handling Total Loss claims preferred
44
Insurance Specialist Resume Examples & Samples
- Responsible for providing exceptional day-to-day routine consultation, service and support to agents via phone and email
- May review policies, process binder, and upload with carrier for binder completion
- Responsible for promotion of products and services through daily interactions with agents via phone and email
- Through daily interactions, trains and supports the agent on optimizing the automation platform
- Increases retention by speaking with agents, highlighting the features and benefits of Northeast products vs. the competition
- Meets daily performance standards
- Performs system documentation as it relates to service inquires and follow-up on existing policies in force
- Prior experience in customer service, insurance, agency or brokerage preferred
- Demonstrate a reasonable level of understanding of the insurance markets and the service available at the carrier level
- Proficient in Microsoft Office Word and Excel
- Internet proficiency
45
Insurance Specialist Resume Examples & Samples
- High School diploma
- 1 year minimum experience in customer service and/or collections in a call center environment
- Positive: Maintain a positive attitude by focusing on solutions and promoting a collaborative and enjoyable environment
- Respectful: Value teamwork, share successes, appreciates others and communicates in a way that promotes trust
- Insightful: Make timely well considered decisions, create innovative solutions and continuously learn
- Earnest: Be honest, sincere and consistent. Work hard and pursue our goals together relentlessly
46
Insurance Specialist Resume Examples & Samples
- The Insurance Specialist is responsible for providing life insurance solutions to Bank's clients
- Work closely with branch sales and service teams to provide innovative product solutions to address client's protection, and long-term saving needs
- Strengthen the long-term relationships with clients by providing excellent customer service
- Candidate must posse at least Bachelor's/ College Degree
47
Annuity & Insurance Specialist Resume Examples & Samples
- Undergraduate degree or equivalent combination of training and experience
- Minimum one year of general experience
- Series 6 and 63 (or ability to obtain within department guidelines)
- Life and Health Insurance License required; (or ability to obtain within department guidelines)
- Adaptability and flexibility to work in a fast paced, dynamic environment
- Highly professional demeanor and poise
- High level of comfort interacting with investors over the phone
48
Corporate Insurance Specialist Resume Examples & Samples
- Manages the placement and annual renewal of corporate insurance policies for Vanguard Group, The Vanguard Funds [SEC 1940 Act companies], Vanguard subsidiaries and International affiliates. Maintains fidelity bonding, professional liability and property/casualty coverages
- Manages VGI-owned captive insurance company (VGI Insurance, Inc.--domiciled in VT) to finance specialized risk exposures such as cyber-risk/privacy
- Develops and participates in strategic risk management initiatives, while recognizing opportunities available in the insurance marketplace
- Selects and manages Vanguard’s Insurance brokers. Ensures that brokers provide effective risk advice, timely insurance administration, and placement of insurance that is the broadest coverage at the best price
- Performs risk & insurance consulting. Including, but not limited to, Vendor contract review, Legal/Compliance support, and project support
- Develops and customizes insurance disclosures for internal and external audiences
- Supports Vanguard’s market development and client-facing businesses with RFP input and customized responses to client insurance inquiries
- Files professional liability [D&O/E&O or Fidelity Bond] claims and consults on other property/casualty claims as needed. Manages the claims process with internal and external legal counsel
- Participates in special projects and performs other duties as assigned
- Undergraduate degree or an equivalent combination of training and experience. MBA preferred. CPCU and/or ARM designations a plus
- Minimum of five years insurance/risk management experience in a corporate setting. Insurance underwriting and/or brokerage experience preferred
- Minimum of five years in a management position
- Working knowledge of insurance and reinsurance markets expected; experience with captive insurance arrangements a plus
- Experience/familiarity with Insurance Brokerage
- Excellent interpersonal/leadership skills
- Ability to work independently and as a self-starter
49
Life Insurance Specialist Resume Examples & Samples
- Develops new business and maintains existing business relationships by conducting web-based sales meetings
- Reaches out to prospective advisers within market to grow Transamerica’s sales and market share
- Demonstrates thorough knowledge of life insurance products, services, and programs. Effectively uses this knowledge to illustrate and position the products in an innovative way
- Assists Advisors in identifying sales opportunities. Regularly updates advisors on industry trends
- Participates in Transamerica National and Summer Sales Conferences, bi-annual Regional Sales meetings, training and sales meetings at the request of the National Sales Manager
- Stays current on all Transamerica life insurance products, economic, and market conditions in order to make recommendations to the advisors for marketing the product to the clients
50
Title Insurance Specialist Resume Examples & Samples
- Two years of related insurance experience
- Automation system and data entry experience
- Demonstrated ability to perform basic arithmetic and alpha-sorting
- Knowledge of and/or ability to learn Insurance Services’ automation system
- Proven ability to work under heavy workloads and critical deadlines
- Maintain current license and/or certifications and meet all continuing education requirements
51
Title Insurance Specialist Team Leader Resume Examples & Samples
- Five years of related insurance experience
- Previous supervisory experience Automation system and data entry experience
- Excellent arithmetic and alpha-sorting skills
- Present a positive image for the company at all times
- Excellent knowledge of Insurance Services’ automation system
- Maintain current license and certifications and meet all continuing education requirements
- Proper telephone etiquette and techniques
- Diplomacy with the ability to lead and motivate a production team
52
Insurance Specialist Resume Examples & Samples
- Performs insurance prescreening and verification of benefits; determines serviceability and makes recommendations based on patient's insurance coverage
- Communicates with Pharmacy staff, Respiratory Therapy, Nursing Case Managers, patients and families to ensure understanding of approved benefit levels
- Maintains customer relationships and ensures Post Acute business objectives are met
- Minimum two years related experience in medical business office or medical insurance environment
- Excellent organizational, verbal and written communication skills. Detail oriented
- Ability to identify and resolve problems
- Customer service experience, excellent customer service focus and orientation
- Proficient computer knowledge and skills
53
Insurance Specialist Resume Examples & Samples
- Knowledge of health plans and payer information
- Two+ years experience in insurance resolution, patient accounting or medical billing with exposure to medical terminology
- Knowledge of UMPhysicians’ medical billing and clinics
- Outstanding interpersonal skills and ability to interact with patients, physicians, Fairview financial services and insurance payers
- Knowledge of medical financing
- Ability to work effectively with cultural differences
54
Insurance Specialist Resume Examples & Samples
- Contact payers to verify patient eligibility and product specific coverage information
- Interface with physicians, advocates, patients, and manufacturer representatives to obtain and provide drug specific coverage information
- Provide prior authorization assistance as well as claims assistance, including billing and coding instructions, to physicians and/or office staff
- Provide accurate and timely follow-up to all reimbursement inquires in accordance with program guidelines
- Ensure that the intake information is accurate and complete in order to perform all reimbursement research
- Research and compile payer specific information for reimbursement database
- Utilize internal resources to identify and provide alternate funding sources for patients without insurance or adequate coverage through their insurer
- Experience in the healthcare industry including, but not limited to, insurance verification and/or claim adjudication, physician’s office or outpatient billing, pharmacy and/or pharmaceutical manufacturers
- Must be able to compose and document benefit investigation outcomes and prepare written status reports to management on a regular basis
- ICD-10, HCPCS and CPT experience
- Ability to effectively handle multiple priorities within a changing environment
- Problem solving and decision making skills
55
Wealth & Insurance Specialist Resume Examples & Samples
- Citibank is seeking an experienced risk specialist to provide personal advice to clients of Citibank which addresses their overall wealth management needs utilizing our range of insurance, investments, superannuation and financial planning solutions
- Ensure the personal advice provided is of the highest standard and in the client’s best interests
- Achieve insurance revenue targets as set by the business
- Ensure advisory standards, process and controls are adhered to
- Build and maintain a pipeline from own network and referrals from Citibank Relationship Managers, and other referral sources, by actively seeking business opportunities, training and coaching
- Work closely with Area Managers, Relationship Managers, Product Managers and other Specialists to achieve business goals
- Ensure technical knowledge on insurance investments, superannuation and financial planning is kept current
- Minimum 5 years financial advisory experience
- Strong working knowledge of life insurance including the ability to conduct insurance needs analysis, matching appropriate insurance products to client’s needs and follow up with the underwriting process
- Excellent stakeholder and relationship management skills
- Ability to use initiative and work autonomously in ensuring deadlines are met
- Able to manage risk and ensure compliance meets Citibank’s, FOFA and industry standards
- Outstanding communication skills, both written & verbal, for phone based and face to face
- Strong understanding of personal advice process, advisory standards and advice documentation requirements
- Strong understanding of financial planning strategies including insurance, retirement planning, wealth creation, superannuation and Centrelink
56
Insurance Specialist Resume Examples & Samples
- Resolve billing insurance problems and customer issues
- Positive evaluation of customers (clinics, account representatives, CBO staff, payor representatives) based on timeliness, quality, and courtesy
- Resolve issues with front-end edit errors using multiple systems including Xifin, Next Gen, Ultra, and payor websites
- Work other reports and tasks regarding billing issues as assigned
- Limit number of back-logged claims
- Increase productivity
- Maintain quality
- Improve front-end EP and data entry processes via feedback to lead and manager on error trends
- Assist team lead when requested
- Completion of annual compliance and safety training
- Miscellaneous duties such as special projects or pulling of requistions as time permits
57
Insurance Specialist Resume Examples & Samples
- Make outbound calls to prospective clients
- Take inbound sales calls
- Provide customer service to existing policyholders
- Keep up to date on company and industry changes
- Two years of customer service experience
- College degree
- Life license
58
Insurance Specialist Resume Examples & Samples
- Direct nationwide workers' compensation program with responsibility for more than $10M in open claims, including claims administration, settlements, coordination with sites, formulation of guidelines, selection and supervision of claims handlers and outside counsel, medical cost containment, and analysis of claims to recommend areas of savings potential. Claims handling requires coordination of human resources managers, site managers, inside and outside counsel, insurance brokers, claim adjusters, and investigators
- Manage third-party administrators and government bureaus in monopolistic states to ensure regulatory compliance as well as claims handling. Negotiate contracts and service agreements
- Manage collection and development of underwriting information for insurance carriers across all lines of insurance, and participate in negotiation of insurance policy terms, conditions, and pricing
- Manage asbestos and toxic tort cost recovery from insurers, with +/-$1M at stake annually
- Manage development of and transmission to insurance companies and/or appropriate government bureaus notices of accidents, losses, medical reports, invoices, repair estimates, summons and complaints, etc. in accordance with statutory, regulatory or contractual requirements
- Oversee accounting aspects of the Corporate Insurance Department, with a budget of approx. $40M, including reconciliation of insurance invoices, retrospective premium agreements, and legal billings in accordance with contractual agreements. Negotiate resolution of billing and related disputes
- Verify policy language, continuity and completeness of coverage
- Manage bond portfolio of $23M from inception to cancellation as required by U.S. Customs, Canada, various states for license or lease, performance, supply contracts, and courts/litigation
- Supervise department administrative functions
59
Insurance Specialist Resume Examples & Samples
- You'll work closely with relationship managers in total client relationship building and financial planning propositions
- To serve clients in complete scope of insurance products, namely whole life savings plans, universal life, endowment plans, retirement planning and general insurance
- To lead and support the branch sales staff to achieve the insurance goal
60
Consumer Product Servicing Insurance Specialist Resume Examples & Samples
- Processes the following maintenance transactions ensuring compliance with the Bank's policies and applicable regulations: Tracks, manages, and maintains all real estate loan and line of credit accounts in the portfolio to ensure compliance with federal regulations for flood insurance (FEMA). Works in conjunction with the flood compliance administrator to ensure all accounts meet documented procedural requirements and guidelines
- Processes monetary transactions in varying amounts to payoff and when necessary refund accounts due to a total or partial loss of collateral. Completes in-depth review of each account to ensure funds are properly credited and collateral is released to the proper authority
- Performs the necessary research to processes monetary transactions in varying amounts as a result of insurance claims for damages and ensures corrective actions are taken by the customer or responsible party to restore the collateral to a "whole" state prior to releasing funds to the customer
- Continuously follows up on all open claims until completion working closely with customers, insurance companies, dealers, and Gap Insurance companies to ensure all necessary documentation has been received in order to complete a claim and provide a settlement to the customer and the Bank
- Notepads/documents all conversations held with customer, branch or third party updating any information regarding work processed
- Reviews, logs, submits and/or processes all requests for guarantee of title from 3rd party Insurance vendors
- Opens, sorts, and processes incoming mail
- Attention to detail skills
- Customer Service skills - both written and verbal communication and interpersnoal skills
- Planning and organizational skills
- Personal computer skills
- Ability to be a team player
61
Insurance Specialist Resume Examples & Samples
- Minimum of three to five years experience in similar position in a medical office setting preferred
- Coding experience and knowledge in medical terminology
- Proficient use of computer preferred
62
Insurance Specialist Resume Examples & Samples
- Responsible for managing queue(s) consisting of vehicles that have been deemed a total loss and review for gap claims
- Work with Insurance Companies & Gap Administrators to file/resolve insurance claims in a timely fashion
- Review insurance evaluations/offers provided by Insurance Company, negotiate offers as needed and forward to the gap administrator
- Provide back up to Gap Claim Team & Total Loss Team as needed
63
Insurance Specialist Resume Examples & Samples
- High School Diploma/GED. Bachelor’s degree preferred
- Customer service experience preferred
- Ability to follow stringent instructions
64
Servicing & Insurance Specialist Resume Examples & Samples
- Prior experience with insurance and/or loan servicing preferred
- Must be able to successfully manage projects of a varied and complex nature
- Must possess working knowledge of Microsoft Office Suite, notably MS Excel
- Experience with loan systems such as PowerLender, TotalPlus ML, and/or OnBase a plus
- Must possess strong analytical, process, and people skills
- Must possess excellent oral and written communication skills
- Must possess the ability to work proactively and operate accurately and efficiently in a fast-paced environment with variable deadlines
- Must possess demonstrated organizational skills and a strong attention to detail
- Must be able to provide extraordinary service and have fun!
65
Insurance Specialist Resume Examples & Samples
- Patient health insurance education and issue resolution
- Customer service support for patients and facility teammates
- Tracking, trending, and reporting of data
- Relationship building with internal and external partners
- High School diploma or equivalent required, bachelor's degree preferred
- Minimum of two (2) years' experience in customer service, healthcare organization, and/or insurance company
- Understanding of Medicare Special Needs Insurance Plans and benefits strongly preferred
- Understanding of commercial insurance plans and benefits (PPO, HMO, POS, EPO, Indemnity) strongly preferred
- Understanding of COBRA benefit options, medical leave options, American Disabilities Act, and Coordination of Benefits strongly preferred
- Knowledge of Federal and State level health coverage benefits as they relate to ESRD strongly preferred
- Commitment to DaVita's values of Service Excellence, Integrity, Team, Continuous Improvement, Accountability, Fulfillment and Fun with ability to demonstrate those positively and proactively to patients, teammates, management, physicians, and/or vendors (Village Service Partners) in everyday performance and interactions
- Multi-tasker who consistently meets deadlines
- Work well with and without direct supervision
- Travel Required: up to 80% of the time within coverage area
66
Senior Insurance Specialist Resume Examples & Samples
- Assisting the Manager in gathering and organizing underwriting data and completing insurance applications, processing insurance claims, including providing notice to insurance carriers
- Submission of claims and negotiation of recovery
- Assisting the Office of General Counsel on the coordination of litigation and recovery strategy
- Assisting the Manager in development of training programs to address institutional risk; and
- Serving as point of contact with various external partners, including insurance brokers, carriers, underwriters, claims adjusters, attorneys and other external service providers
- Provide departmental support in areas including insurance policy management, expense reports, purchasing cards, vehicle titles, registrations and recall notices, insurance premiums and claims deductible invoices, issuing insurance certificates and auto ID cards
- Bachelor's degree required; major or concentration in risk management preferred
- Minimum 3-5 years of relevant work experience required; prior experience in higher education risk management and insurance is preferred
- ARM (Associate in Risk Management) certification or similar educational designation preferred
67
Customer Service Insurance Specialist Resume Examples & Samples
- Responding to incoming customer inquiries in a high volume inbound call center environment via telephone or in writing. This position will receive 70 to 100 calls per day
- Supporting processing functions such as issuing insurance policies, certificates, endorsements, and cancellations for clients, customers, and agents
- Identifying, analyzing, and resolving customer and client processing problems or errors that include department premium discrepancies and system problems. Communicating with external clients as well as internal departments
- 1 year customer service experience in a high call volume environment
- Property and Casualty knowledge and/or agency experience
- Property and Casualty Insurance License
68
Insurance Specialist IV / Lead Resume Examples & Samples
- Serve as point of contact for escalated /Supervisor calls outside of the scope of normal representative duties
- Utilize advanced methods to research and resolve complex issues and to answer representative questions
- Assist with new hire training and certification
- Follow departmental guidelines and procedures with the ability to analyze situations and use critical thinking and judgment to make difficult decisions when needed
- Coordinate workload to ensure that service standards and deadlines are met
- Identify, analyze and assist in developing new standard operating procedures
- Utilize call center applications to ensure that service standards met
- Monitor, distribute, and resolve system errors
- Understanding of IVR technology, as well as assist with system project initiatives
- Assist supervisor with staffing initiatives as needed
- Handle limited management functions in their absence
- Assist in coaching and providing feedback to staff by distributing monthly quality audits and monitoring staff performance
- Respond to high volume of inbound calls as needed
- 3 years of experience in customer care / insurance specialist roles in a high volume call center
- Must be able to work Saturdays as needed
- Must be able to work 11am to 8pm Monday through Friday with possible overtime
- 1 year of experience as a team lead in a high volume call center environment
- Bilingual (English/Spanish) candidates should be able to speak, read and write effectively in both languages
- Working knowledge of Microsoft Office Suite and Outlook, as well as proprietary applications including Policy Management System and other Property Solutions web based applications
- Ability to handle multiple tasks and prioritize
- Ability to adapt easily as procedure/client needs change
69
Insurance Specialist Resume Examples & Samples
- Identifying, analyzing, and resolving customer and client processing problems or errors that include department premium discrepancies and system problems
- Communicating with external clients as well as internal departments
- Bilingual (English/Spanish) candidates be able to speak, read and write effectively in both languages
70
Insurance Specialist Resume Examples & Samples
- Responding to incoming customer inquiries
- Minimum 3 years of data entry experience
- PMS (Policy Management System) and DMO (Direct Mail Operations) experience a plus
- Working knowledge of Windows based programs with an emphasis on MS Word and Excel
- Good mathematical skills
71
Insurance Specialist Resume Examples & Samples
- Checks eligibility and verifies insurance information for Medicare and Commercial carriers
- Utilizes Medicare Common Working File (CWF), to calculate Medicare Days
- Utilizes payor online websites and direct phone contact to check eligibility
- Responds timely with financials and eligibility to the Kindred Contact Center Nurse Advocates and Manager
- All financial forms must be legible and completed with all requested information as outlined on the Insurance Verification forms
- All calls must be recorded when contacting insurance companies, by utilizing the Total Recorder software
- Performs data analysis which is often confidential in nature, to include the use of Excel, SharePoint, and Kindred Applications
- Maintain a current knowledge of modification to Medicare and state Medicaid plans as they impact Post Acute Care
- Provide detailed insurance requirements using the Kindred Contract Management system. Determine inclusion of this information in the Contact Center Location description. Keep descriptions updated
- Provide quarterly education to Nurse Advocates on insurance changes and trends. Provide support and answer questions re anything related to insurance
- Provides Ad-hoc Contact Center tasks as requested by Contact Center Manager
- Adheres to dress code, appearance is neat and clean and wears appropriate identification while on duty
- Completes annual health, safety, and education requirements. Maintains professional growth and development
- Maintains confidentiality of all patient and/or employee information to assure patient and/or employee rights are protected
- Demonstrates knowledge of the principles of growth and development over the life span and the skills necessary to provide age appropriate care to the patient population served
- Reports to work on time as scheduled; adheres to policies regarding notification of absence
- Attends all mandatory in-services and staff meetings
- Represents the organization in a positive and professional manner
- Complies with all organizational policies regarding ethical business practices
- Communicates the mission, ethics, and goals of the hospital, as well as the focus statement of the department
- Maintains current licensure/certification for position, if applicable
- Consistently demonstrates customer service skills to patient families, physicians, visitors, employees, and any other individuals with whom they may come in contact
- Consistently follows departmental and hospital Health, Safety, Security, Hazardous Materials policies and procedures
- Ability to gather data, compile information and prepare reports
- Basic data entry and/or word processing skills
- Strong knowledge of Word, Excel, and Outlook functions
- Typing skills and familiarity with medical terminology
- Ability to verify data input and correct errors
- Ability to interact and communicate with people over the phone, often in stressful situations
- Ability to communicate effectively, both orally and in writing
- 2-5 years Post-acute healthcare experience in Billing and/or Insurance Verification
- At least 1 year using Database Administration, Common Working File and C-Snap
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Insurance Specialist Resume Examples & Samples
- Manages and records client and carrier communications in workflow system to ensure timely follow up and review by client team
- Responsible for gathering and formatting client renewal information and exposure documents
- Records quotes, declinations, indications, extensions and cancellations and escalates concerns to direct manager or client team
- Checks and confirms policy language
- Receives and records binders, policies, and endorsements and sends to clients
- Builds and maintains relationships with client teams to provide timely and proactive customer service to client team and peers
- Stays current, understands and complies with all Marsh compliance, professional and transparency standards
- 2 years of insurance work experience preferred
- Intermediate Microsoft Office proficiency
73
Insurance Specialist Resume Examples & Samples
- 3-5 years of work experience required, with 3+ years previous insurance experience required
- Ability to review simple to complex core commercial coverage’s and coach junior colleagues to enhance their capability
- Intermediate Insurance knowledge in one or two product families
- Comfortable and experience working with technology (solutions)
- Excellent organization skills – able to prioritize work and meet deadlines
- Demonstrated leadership qualities
- Ability to handle complex and difficult negotiations and influence stakeholders
74
Hazard Insurance Specialist Resume Examples & Samples
- Ability to meet deadlines to remain compliant with client’s goals and standards
- Review and update processing procedures as well as make recommendations for process improvements
- Process and resolve issues that require substantial research
- Able to identify systems errors or issues and advise all levels of management
- Process various special projects as needed
- Assist with audits internally as instructed by Team Lead
- Ensure that all the clients’ SLA’s are met
- Perform basic Data Entry functions as needed i.e. Manual addition & Cancellation of policies
- Performs other duties as assigned including, but not limited to: Workflow Reports, Exception Processing, Letter Reprints, as needed
- Process all clients’ Payments, Payment exceptions, Refunds, Aging, and Cancellations received through reports and databases while notating the applicable system for each loan transaction
- Review/Analyze manual refunds, apply to the appropriate client entity
- Ability to multi-task and organize
- Ability to navigate effectively utilizing multiple systems
- Proficiency with a computer is a must
- Experience in a production work environment
- A minimum of 1 year experience in the Insurance industry
- Knowledge of client servicing systems, such as Track All
- Experience in Hazard Insurance or Mortgage Insurance
75
Insurance Specialist for PB Elite Program Resume Examples & Samples
- Have 3-5 years in insurance industry
- Owns good leadership, coaching, and interpersonal skills
- Understand competitor analysis
- CFP certification is a plus
76
Insurance Specialist Resume Examples & Samples
- Open, sort and prepare all incoming mail for cash/underwriting areas
- Handle outgoing mail requests and research items as needed for underwriting area
- Process non-premium endorsements for flood policies
- Open and process all return mail received for flood department
- Manage incoming faxes and department emails and route to appropriate areas
- Update daily/weekly/monthly excel based department logs
- Provide support and backup for scanning documents via computer for policy imaging
- Handle incoming email boxes to assign tasks and/or complete as needed
- Process flood cancelletions received from agents and send out letters for additional missing documents
- Handle return mail – researching new address, mailing letter for updates
- High school graduate
- 1+ years of related experience
- 1+ years of general computer experience along with proven typing experience
- Strong experience using Excel
- Strong 10 key skills with demonstrated experience in speed and accuracy
77
Insurance Specialist Resume Examples & Samples
- Four-year college degree preferred, or related work experience
- Knowledge of insurance documentation
- 4-5 years’ Property and Casualty & insurance policy review experience
- 4-5 years’ knowledge of the various types of commercial property insurance policies
- Efficient in the use of word processing and spreadsheet software, such as Word and Excel
- Ability to work in a team environment and motivate others
78
Tax & Insurance Specialist Resume Examples & Samples
- Pull daily reports from operating systems
- Understand different loan types and research loans to ensure insurance policies and taxes are up to date on a daily, weekly and monthly basis
- Complete necessary research on any outstanding items, check for accuracy, completeness and compliance in accordance with Heartland’s guidelines and internal policies
- Work with Loan Operations personnel to resolve outstanding items and find solutions
- Answer customer and 3rd party vendor calls and complete requests from internal/external customers
- Image/Scan/Index documents
- Ensure compliance with all applicable regulations, bank policies and procedures
- Work in conjunction with Heartland’s servicing and operations staff, credit administration, compliance and legal departments to ensure loans are serviced in an accurate and timely manner
- Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function
- 1 year of loan servicing or relevant business experience
- Proficient computer skills, including Windows, Excel, Word, and Outlook
- General knowledge and experience with loan documentation associated with mortgage loans preferred
- Ability to understand and carry out assigned duties under direct supervision and independently recognize the need to refer issues to the supervisor if the request appears to be out of compliance or requires additional measures
- Ability to problem solve and have extensive attention to detail
- Ability to meet quality standards
- Ability to work effectively in a fast-paced environment
- Ability to handle and prioritize multiple tasks
79
Life Insurance Specialist Resume Examples & Samples
- Providing insurance consulting advice to corporate
- Preparing recommendations and appropriate reports and deliver advice to clients via face-to-face discussions where appropriate
- Managing and maintaining a portfolio of group insurance clients to ensure profitability, client satisfaction and retention
- Developing strategic account planning with Middle Market and Large clients to strengthen relationships and open up opportunities for growth
- Managing, conducting and evaluating open market tenders for group life, disability and salary continuance insurance
- Providing technical support on group insurance matters for corporate clients, and insurance administration staff
- Manage the re-rating process for administered insurance policies including the renegotiation of insurance terms and conditions
- Evaluating policy wordings to ensure they meet quoted terms and assist clients with policy interpretations
- Assisting in the development and execution of new business opportunities within your current portfolio
- Reviewing communication material in relation to group insurance benefits for employees
- A minimum of five years group insurance and/or superannuation experience within an insurance company, consulting or brokerage firm
- RG 146 qualifications in risk management and superannuation (or prepared to obtain within 6 months’ of starting) – Tier 1 compliant
- Health, Life and Benefits Experience will come highly regarded
80
Insurance Specialist Resume Examples & Samples
- Administer all customer inquiries and requests that relate to commercial property insurance
- Assist the department supervisor with other duties as assigned
- Act as resource to other department members and internal/external customers
- Minimum two-years broad based commercial property insurance or related experience or Four-year college degree
- Legal document review and interpretation experience
- Extensive knowledge of the various types of commercial property insurance policies
- Commercial insurance agency or insurance carrier work experience
- Experience with McCracken/Strategy loan servicing system
81
Insurance Specialist Resume Examples & Samples
- Analyze, audit and resolve claims outstanding, denied, or incorrectly paid
- Review and respond to payer correspondence
- Submit appeals as needed for denied claims
- Contact insurance companies and navigate payer websites in order to secure and expedite insurance payments
- Resolves patient billing inquiries
- Document in detail all actions taken in accounts receivable system
- Meet productivity expectations as outlined by supervisor
- Recognize, document and notify Team Lead of trends resulting in nonpayment or incorrectly paid claims
- Answer and resolve inbound calls from insurance carriers
- Participate in process improvement initiatives as needed
- Keep current with Medicare and other third party administrators regulations and procedures
- Manage any special projects requested by supervisor or team lead
- Must be able to perform the essential functions of this position with or without reasonable accommodation
- 1+ year of insurance follow-up including working knowledge of the appeals resolution process
- Strong written, and verbal communication skills
- Analytical and problem solving capabilities with close attention to detail
- Excellent organizational and follow-up skills
- Thorough working knowledge of revenue cycle management including medical terminology,ICD-9, ICD-10, CPT-4 coding, Medicare reimbursement guidelines, billing and collection practices
- Ability to read and interpret EOB's
- Highly self-motivated, with ability to work independently and meet deadlines
- Ability to remain flexible during times of change and adjusts promptly and effectively
- Must be able to learn, understand, and apply new technologies
82
Insurance Specialist Resume Examples & Samples
- Positive evaluation of customers (clinics, account representatives, CBO staff, payer representatives) based on timeliness, quality, and courtesy
- Resolve issues with front-end edit errors using multiple systems including Xifin, Excellian, Ultra, and payer websites
- Miscellaneous duties such as special projects or pulling of requisitions as time permits
83
Customer Service Insurance Specialist Resume Examples & Samples
- Respond to telephone inquiries
- Perform "Team Job" functions
- Participate in meetings and special projects
- Request billing corrections and follow up
- Requires a high school diploma
- Acceptable aptitude test scores
- Either two (2) years of experience in an insurance role, or two (2) years call center experience
- Bilingual in Spanish is a plus
- Ability to work shifts from 9:30am – 6:00 pm CST, Monday – Friday required
84
Insurance Specialist Resume Examples & Samples
- Attend team meetings, phone conferences, and training as needed
- Know, understand, and follow teammate guidelines, employment policies, and department or company procedures
- Participate as requested in special projects and Insurance Management Team initiatives
- Mentor team members as appropriate on Insurance Management practices
- Shadow new hires to mentor and to provide training as needed
- Travel Required: up to 85% within assigned area
- Minimum of two (2) years’ experience working with Medicare and Medicaid insurance as well as commercial insurance plans and benefits (PPO, HMO, POS, EPO, Indemnity) required
- Bilingual abilities are a plus
- Commitment to DaVita’s values of Service Excellence, Integrity, Team, Continuous Improvement, Accountability, Fulfillment and Fun with ability to demonstrate those positively and proactively to patients, teammates, management, physicians, and/or vendors (Village Service Partners) in everyday performance and interactions
- Strong written, verbal, and interpersonal communications skills including ability to listen attentively and to communicate information clearly and effectively
- Demonstrated interpersonal, collaborative, and relationship-building skills; ability to interact positively with patients and teammates at all levels across the company
- Demonstrated professionalism and courtesy in responding to phone calls and emails
- Approachable and open
- Ability to provide multi-level reporting and communication
- Demonstrated time management skills and ability to work independently, handle multiple priorities concurrently with shifting time frames, and meet deadlines; self-starter with high degree of initiative, urgency, and follow through
- Demonstrated strengths in organizational, attention-to-detail, analytical, reasoning, critical thinking, and problem solving skills
- Self-directed; able to work independently and as a member of a team and to foster a positive work environment
- Demonstrated ability to maintain absolute confidentiality concerning information accessed
85
Compliance Licensing & Insurance Specialist Resume Examples & Samples
- Initiate, organize, track and maintain employee insurance licensing and continuing education
- Oversee compliance and licensing for firm’s insurance platform to ensure it is in full compliance with regulatory organizations
- Assist the Insurance Licensing Manager with business metrics and editing reports on insurance licensing for Management Information packs
- Support the Insurance Licensing Managing in maintaining and updating the f firm insurance policy and procedure documents
- Understand and ensure compliance with all federal, state and local compliance rules, regulations, insurance guidelines and requirements
- Assist with researching and reporting state regulations and requirements
- Assist in internal and regulatory audit inquiries and preparation
- General administrative and invoicing payments relating to insurance
- Provide representatives with hands on, one-on-one guidance and assistance in meeting FINRA and state licensing and CE requirements
- Participate in periodic group training sessions; present to staff on licensing, CE and training requirements and processes as well as compliance requirements and procedures
- Advise business and compliance management on regulatory compliance matters unique to the insurance business
- 3+ years of work experience with insurance
- Series 7 and 63, and insurance license is preferred, but not required
- Strong organizational skills, attention to detail, and flexibility as well as the ability to multi-task and work effectively with other departments
- Must be proficient in Microsoft applications including Excel, Word and Power-point
- Provides extraordinary service
- Furthers the First Republic Bank culture and values
86
Cfsi-gcg-mobile Insurance Specialist Resume Examples & Samples
- Offer insurance products to the existing clients of the bank
- Work with Relationship Managers / Personal Bankers and Branch Managers in identifying opportunities in the client’s portfolio
- At least 2 years of sales experience preferably from the Insurance industry (field sales experience preferred)
87
Gcg-cpc Insurance Specialist Manager Resume Examples & Samples
- Training CPC ISes to be direct sellers and wholesalers as well as in objection handling
- Manage the day-to-day sales administration function (e.g. performing after-sales callbacks, KYC reviews, reviewing insurance submissions, handling deviation requests, etc.), operational performance reporting, tracking insurance submissions and inceptions and advising senior management on maximizing sales performance of bankers
- Responsible for the planning, recruitment, direction, organization and control of CPC Insurance Specialists; includes ensuring CPC Insurance Specialists strict adherence to Scorecard
- Responsible for monitoring the performance of the Insurance Sales Specialists by establishing a system of reports and communications including sales reports, regular sales meetings, regular one-to-one coaching, mid-year and year-end sales appraisals and joint fieldwork with the CPC Insurance Specialists
- At least 8 years of insurance sales experience
- At least 5 years of insurance sales management experience
- Exposure to working in a financial environment, minimum 8 years at a banking institution
- Sound understanding of local/global operational control standards, and requirements under local regulations
- Understanding of recruitment selection techniques, coaching, and individual and team development
88
Quality & Insurance Specialist Days Resume Examples & Samples
- Knowledge of HR regulations for hospital and acute inpatient rehabilitation settings and neuro unit
- Knowledge of JCAHO Standards
- Strong interpersonal and communication skills; knowledge of regulatory requirements, compliance and implications for reimbursement for rehabilitation
- Pre-verify all rehab insurance referrals in an accurate and efficient pace, completing accounts within 30 minutes or less. Maintains knowledge of all insurance plan requirements,
- Adheres to HIPAA regulations by verifying pertinent information to determine caller or visitor authorization level before releasing account information
- Provides administrative support to assigned departments including but not limited to: scheduling meetings, receiving calls, taking messages, maintaining email and calendars, meeting and greeting visitors
- Performs other duties such as timekeeping, payroll administration, routing, mail distribution, and other office service functions
- Individuals must possess these knowledge, skills and abilities and be able to explain and to demonstrate that s/he can perform the essential functions of the job, with or without reasonable accommodation, using some other combination of skills and abilities
- Proficient with computer programs with word processing: PowerPoint, Excel, Word
- Demonstrates interpersonal skills by effectively communicating with all levels of management and outside vendors
- Strong emphasis on organizational skills and strong attention to detail and ability and willingness to multi task
- Ability to deal with data that is of a sensitive and confidential nature
- Ability to work independently or in a team environment
- Good math skills with an ability to understand and work with spreadsheets
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Insurance Specialist Resume Examples & Samples
- Follow up and resolve outstanding accounts receivable balances
- Respond to payer correspondence
- Draft appeals for denied claims
- Research requests for insurance payment retractions
- Research and resolve overpayments
- Investigate electronic claim rejections
- Research claim information through Web portals
- Previous experience working with insurance companies over the phone
- Knowledge of third-party billing rules and regulations
- Ability to maintain confidentiality
- Working knowledge of coding and medical terminology
- Strong problem-solving skills and ability to adapt to changes in policies, regulations, and procedures
- Ability to interact effectively with others
- Ability to consistently meet production and quality goals
- Proficient computer skills with knowledge of Microsoft Excel and Word
90
Insurance Specialist Resume Examples & Samples
- Knowledge of health plans and payer information including the prior authorization process
- Two+ years in insurance resolution, patient accounting or medical billing with exposure to medical terminology, financial securing, collections and patient interaction; or new graduate from an HIM related program with equivalent knowledge
- Good Microsoft Excel and Work skills. Solid understanding of medical terminology. Good organizational skills
- Outstanding interpersonal skills and ability to interact with patients, physicians, multiple internal/external departmental personnel, financial services and insurance payers. Knowledge of medical financing. Critical thinking skills. Ability to work effectively with cultural differences
91
Special Assets Dealer Finance Insurance Specialist Resume Examples & Samples
- Work assigned accounts in queue priority as established by management. Follow leads to conclusion
- Respond in a timely manner and effectively process requests and proposals received from external agencies or internal departments regarding the filing of insurance claims, impoundment notices, and VSI skip claims
- Maintain adequate working knowledge of all collection policies, collections practices (e.g. federal/state Fair Debt Collection Practices Act (FDCPA), state-by-state collection laws) and insurance practices to effectively perform job duties
- Follow documentation procedures of all account information acquired through detailed research using proper action/reaction codes, reassigning/transferring accounts to appropriate work queues as established by management
- Meet established position performance objectives based on individual production goals and expectations
- Provide timely answers and information (utilizing mainframe systems resources) to lenders, regional staff, collections staff, and external clients assisting in problem resolution with a client sensitive approach
- Maintain an adequate working knowledge of all mainframe system application and corporate bank policies
- Exercise authority to negotiate payment arrangements, settlements, payment plans, extensions, re-aging of accounts in accordance to established policy guidelines
- Respond to written and verbal requests from outside parties seeking assistance. Maintain contact files to share information as needed
- Two years of collections experience
- Strong decision making abilities
- Strong detail orientation
- Flexibility to adapt to multi-tasks and multi-systems in a dynamic environment
- Customer service experience INDBBTCSR
92
Internal Insurance Specialist Resume Examples & Samples
- Bachelor’s Degree strongly preferred or equivalent life insurance experience
- Series 7 and Series 63 strongly preferred. Must be willing to obtain these licenses within the first 120 days of employment
- Life, Health and Variable Life Insurance licensing as well as CAIA will be required to be obtained
- Experience in working with High Net Worth Retail and/or Brokerage Producers a plus
- Self-Driven and independent worker with a sense of urgency and drive towards results
93
Insurance Specialist Resume Examples & Samples
- Deliver effective crop insurance and life insurance services to AgCountry customers and potential customers. Bring value to the customer and manage the business relationship at the customer level
- Develop and maintain a thorough understanding of and expertise in all insurance products available from AgCountry, plus all related AgCountry eligibility regulations
- Use a consultative sales method to team with the loan officer to sell the integrated package of financial services, specializing in insurance, to new and existing customers
- Provide technical training and direction for branch product processing in the area of insurance. Assure all technical aspects of insurance processing and tracking are completed timely, accurately, and in compliance with all policy and procedures
- Maintain strong working knowledge of all AgCountry products
- Make a valuable contribution to team objectives and goals by sharing knowledge and information, respecting the ideas and opinions of others, and taking responsibility to be an active team participant
- Bachelor’s degree in Agriculture, Business, Economics, Finance, Agribusiness or related field
- Entry level to five years of related experience
- Current crop insurance agent license with strong working level knowledge of insurance products preferred but not required
- Solid knowledge of the insurance industry and all insurance products and services
- High level of technical skills to support computer applications, programs and software
- Strong communication and interpersonal relations skills
94
Licensing Compliance & Insurance Specialist Resume Examples & Samples
- Managing the contractor licenses and/or business licenses in 50 states and other jurisdictions
- Managing the contractor licenses and/or business licenses for joint ventures
- Managing the registrations with the federal government
- Managing requests for corporate documents including apostilled documents
- Managing and obtaining Authority to Transact Business
- Assist with training Project Teams on compliance of corporate policies and procedures as they relate to Insurance for projects utilizing standard insurance procurement on non-CCIP/OCIP projects
- Maintain Insurance and Prequalification status in Prolog
- Participate in regular training sessions to become subject matter expert and to keep up to date with compliance issues in the industry
- Strong organizational, time management, and computer skills
- Strong computer skills including Microsoft Office Products
- Strong communication and client service skills
- Ability to learn and work in multiple computer software systems
- Attention to detail is crucial
- Knowledge of insurance as it relates to the construction industry preferred
95
Insurance Specialist Resume Examples & Samples
- A variety of functions and responsibilities related to insurance verification and processing prior to and/or after discharge of patient, which includes
- Research and review all insurance plans and confirms patient benefit eligibility, including patient liabilities, clauses, riders, and secondary payor information (coordination of benefits). Applies for insurance assignment for the uninsured motorist through the assigned claims facility in Lansing
- Acts as liaison between the patient and/or family members and insurance companies to assist in obtaining insurance information. Interviews patients and/or family
- Members; advises patient with regards to next steps or processes for securing financial coverage
- Reviews and interprets insurance group pre-certification requirements. Ensures proper pre-authorizations have been obtained. Executes on-line operations for specific payors to complete the pre-certification process. Communicates data to HFH Utilization Management Department for further inpatient medical review. Provides information to the appropriate billing specialist to ensure accurate billing for current and future services
- Secures documentation of insurance liability via internal and external resources, including DENIS, MPAC, HART, UGS, Medifax, HMOM, and the Internet. Resolves discrepancies by contacting patients, family members, and employers. Also contacts Medicare MSP department (secondary payor), Medicaid P.A.C.R. requirements area, Utilization Management, Medicaid and employer group HMO's, Workmen’s Compensation, Blue Cross pre-certification area for updates for authorization screens, HAP membership, billing areas, and all other external agencies and patient advocates
- Determines the extent of liability for insurance plans, coordination of benefits and personal responsibility
- During the first year the training process for COB will begin. This will lead to reviewing and analyzing discrepancies and other related issues to ensure the integrity of the insurance information is accurate prior to discharge
- Identifies Qualified Medicare Beneficiaries (QMB) and interacts with Medical Services Administration (MSA). Medicare buy-in unit secures reimbursement. Also interacts with the Medicaid Exception Unit and the Third Party Liability Unit to amend discrepancies prior to billing. Involves contact with patients, SSA, MSA representative and outside contracted agencies to resolve problem accounts
- Handles insurance questions and/or obtains information from various HFH areas including but not limited to clinics, physicians, and patients, attorneys, employers and outside agencies via telephone or mail
- Identifies billing documentation requirements. Requests and coordinates document reports from appropriate resource areas, including but not limited to medical records, physician offices, and utilization review
- Prepare and ensures account for accuracy in preparation for billing to third party payors utilizing several different arenas within HFH computer system as well as other on line systems. Once secure releases account for billing
- Obtains referral from Primary Care Physician prior to admission for HMO insurance's
- High school diploma or GED equivalent is required
- General knowledge base of billing requirements and rules
- College coursework in accounting, business, computers or health care administration is preferred
- One year of experience related to healthcare insurance eligibility, insurance verification or insurance billing in a hospital setting
- Extensive knowledge of various insurance coverage, COB rules of priority and processing procedures
- Basic typing knowledge and computer skills required to operate a personal computer. Ability to operate a variety of other office equipment including calculator, fax machine and photo copier. Ability to adjust to new technologies as introduced
- Organizational and time management skills required in order to maintain and prioritize daily work, weekly reports and to follow-up on accounts in a timely manner
- Excel and word processing experience desirable
96
Medical Office Insurance Specialist Resume Examples & Samples
- Performing Insurance Verifications
- Prior Authorizations
- Fulfilling medical records requests from patients and insurance companies
- Obtaining release of records from patients and physicians offices
- Must have 1-2 years of Insurance Verification and Prior Authorization experience
- Ability to exercise initiative
- Self-starter, self-directed, team oriented with the ability to meet deadlines
- Computer skills - Microsoft Word, Microsoft Excel
- Previously used Practice Management Software and Electronic Health Records
- Ability to handle confidential information with the utmost discretion
- Strong business/patient verbal and written communication skills required
97
Frx-insurance Specialist Resume Examples & Samples
- Verifies insurance coverage by phone, online or through E1 (electronic system) transactions for all new patients and/or changes in coverage
- 1 – 2 years’ customer service experience
- Excellent customer service, communication, organizational and interpersonal skills required
- Understands the importance of, and demonstrates a customer service philosophy
- Detail oriented with the ability to enter information accurately on paper and into a database system
- Develops a working knowledge of pharmacy dispensing regulations, pharmacy data systems, and pharmacy billing practices and policies
- Develops a working knowledge of standard medical abbreviations and medical terminology
98
Rehab Insurance Specialist Resume Examples & Samples
- High school diploma, or equivalent
- 1 year of experience in customer service or healthcare registration
- Knowledge of CPT and ICD-9 and ICD-10 coding, medical terminology, anatomy and physiology and general knowledge of health care environment and delivery systems
- Knowledge of coding, medical terminology, insurance billing, claims and managed care principles
- Ability to travel between sites in a timely manner as assigned
- Satisfactory completion of college level Medical Terminology or Medical Assistant course
- 2-4 years of experience in a medical clinic, managed care/health insurance plan, or business environment
- Previous registrar, verification or third party payor experience
- EPIC software experience
- Working knowledge and/or experience in a utilization management functional area such as prior authorization, medical audit, appeals or delegation
99
Immunotherapy Insurance Specialist Resume Examples & Samples
- 1) Counsels, Educates and Coordinates with families regarding insurance coverage plans
- Obtains detailed patient insurance benefit information for all aspects of the transplant process from point of initial referral; includes Initial Consult, Donor Search and Identification, Pre-Transplant Work-Up, Transplant hospitalization and follow- up clinic visits
- Working with Transplant Social Worker, provides information to patients and their families regarding available resources to assist with financial obligations; and processing applications for free care, special pharmacy benefits, etc
- Discusses in person (preferred) or via telephone benefits and transplant financial information with all referred transplant patients/families during initial evaluation
- Works with patients, their families, and team members to address insurance coverage gaps via alternative funding sources
- Assists patients in answering billing questions and facilitates resolution of issues
- Communicates with family and/or guarantor, as necessary, to inform them of any insurance problems or restrictions, ensuring that insurance information is clearly relayed to and understood by family and/or guarantor
- Respond to all emails and answers all telephone calls promptly
- Provides explanations of covered and non-covered services
- Contacts appropriate clinical staff in timely manner with all information that requires follow-up
- Develops and maintains systems to streamline communication with staff on all aspects of insurance
- Completes abbreviated assessment to determine family eligibility for Family Health Care Coverage programs and refer to FHCC when appropriate
- 2) Responsible for coordinating and clarifying patient specific financial aspects of care for transplant to the Transplant Team
- 3) Registration Responsibilities
- Creates and/or updates patient record by verifying demographic, insurance information, or proper study identification in the registration system
- Ensures specific registration fields are accurately inputted into registration system, including but not limited to visit notes, referral/authorization numbers, eligibility review, proper payer plan entries for research and standard-of-care visits
- Verifies coverage through Navinet/Passport, etc. and pulls appropriate referrals
- Coordinates and communicates insurance issues with appropriate personnel (e.g. schedulers, Pre-cert dept, out-of –area dept, Self-Pay group, Single Case Agreement Team and PCP’s staff when required
- Educate and inform family of outstanding financial obligations if appropriate. Provide documentation in Guarantor’s Notes in Epic
- Minimum of five years related healthcare registration, billing and/or reimbursement experience required
- Advanced insurance authorization and registration techniques required
- Previous experience in complex clinical setting that required coordination of multiple services
- High level of interpersonal skills with excellent customer service and responsiveness
- Strong customer service orientation and experience required
- Ability to multi-task and prioritize is crucial to success in the position
- Complex scheduling experience preferred (e.g. ancillary testing)
- Medical insurance background highly desirable
- Background in medical terminology, preferably in an Oncology experience
100
Insurance Specialist Resume Examples & Samples
- Performs multiple communication operations to include telephone, fax, computer, and emails
- Demonstrates knowledge of insurance or managed care billing/coding
- Maintains required record-keeping and databases
- Interacts with Payors and builds relationships with key personnel involved in regulatory or problem solving issues
- Retrieve and obtain appropriate billing information
- Processes medical record requests
- Facilitates requested changes from clients or other staff personnel
- Pull daily Hold Billing Reports for each lab department, complete follow ups, and document
- Perform verification of benefits and request prior authorizations
- Maintains problem log for billing concerns
- Complete Merge requests for patient records
- Monitor and follow up on ICD10 correction log
- Monitor cancellation reports
- Performs and monitors quality metrics
- Capable of priority setting
- Proficient in Excel, Word, and electronic data management (Microsoft Office)
- Promotes professional communication with all internal and external customers
- Maintains confidentiality of all laboratory information according to laboratory policy
- Understands and complies with OSHA and University Safety and Infection Control procedures
- Additional duties as required
- Familiar with Medgis
- Fluent in another language (Spanish and/or French)
- Strong computer, scientific, and organizational skills
- Excellent communication (oral and written) and attention to detail
- Ability to work independently and as part of a team, self-motivation, adaptability, and a positive attitude
- Ability to learn new techniques, perform multiple tasks simultaneously, keep accurate records, follow instructions, and comply with company policies
- Bachelor's degree in Health Sciences, or other related degree concentration, or equivalent directly-related experience (two years of directly related industry experience is equivalent to one full-time year of college in related major)
- Basic knowledge of (1) Billing and coding of laboratory tests, (2) account follow-up and resolution processes, (3) laboratory billing system processes, and (4) ICD-10 coding,
- 2-5 years of medical laboratory billing experience
- Excellent Customer Service Skills is a must
- Authorization to work in the United States indefinitely without restriction or sponsorship
101
Insurance Specialist Resume Examples & Samples
- Conduct policies placement and benchmarking analyses
- Process insurance claims with the ability to liaise with multiple counterparts to define scope, track progress, handle any issues that arise, and deliver results
- Advise internal customers on insurance planning
- Prepare underwriting information and participate in risk modeling
- Coordinate internal resources for risk management audits
- Design and review insurance related policies and procedures
- Bachelor or above in Finance, Engineering, or Insurance with excellent English
- Minimum 3-year working experiences; proven experience in client facing or project coordinating is a plus
- Solid organizational skills including attention to detail and multitasking skills
- Excellent written/verbal communication and problem-solving skills
- Self-motivated and team player
- Skilled in MS Word, Excel and PowerPoint
102
Third Party Insurance Specialist Resume Examples & Samples
- Excellent analytical, problem-solving and decision-making skills
- Ability to effectively prioritize and handle multiple tasks and work under aggressive time constraints
- Ability to provide quality customer service
- Self-motivated with excellent time management and organizational skills; ability to work independently
- Experience with Microsoft Outlook, Word and Excel
- Ability to interpret healthcare policy, laws and regulations
103
Senior Insurance Specialist Resume Examples & Samples
- Support all matters relating to global and local Group Insurance Programs including declaration, certificates, invoicing, claims handling including recoveries for the following lines of business
- Good Knowledge in all commercial lines of insurance
- Strong risk management experience
- Excellent PC-Knowledge (MS-Office, SAP)
- Strong interpersonal/communication skills (Oral and Written)
- Proficient in English language (speaking, reading and writing)
- Data management and spreadsheet software
- 3- 5 years’ experience in multi-lines insurance related position
- Advanced comprehensive knowledge of insurance, with strong focus on workers compensation, CGL, property, cargo, and automobile lines
104
Insurance Specialist Resume Examples & Samples
- Work assigned work queues
- Identifying trends
- Analyzing accounts
- Team presentations on department specific processes
- Reports observations of WQ’s and workflow processes that may need further review and or development
- May help provide job shadow/training new employees and existing employees on department specific processes
- May assist in the design and development of department policies, procedures and tip sheets
105
Patient Insurance Specialist Resume Examples & Samples
- Verifies medical benefits
- Pre-certifies outpatient and inpatient surgeries
- Reviews printed claims for edits and mails claims for specific financial classes on a weekly basis
- Processes electronic medical claims on a daily basis and reconciles errors
- Receives and reviews claim mail. Answers telephone and routes patient calls
- Enters patient data into computer
- Files correspondence and other records
- One year of directly related experience
106
Insurance Specialist Resume Examples & Samples
- Monitors delinquent accounts and performs collection duties
- Reviews reports, researches and resolves issues
- Works with co-workers to resolve insurance payment and billing errors
- Monitors and updates delinquent accounts status
- Recommends accounts for collection or write-off
- Maintains credit balances of patients and payors ensuring timely refunds within government guidelines/regulations
- Oncology experience highly preferred
- Minimum two (2) years combined medical billing and payment experience required
107
Insurance Specialist Resume Examples & Samples
- Reviews reports, identifies denied claims, researches and resolves issues, may perform a detailed reconciliation of accounts, and resubmits claim to payer
- Works with co-workers to resolve payment and billing errors
- Contacts and follows up with patient’s physician for any missing or incomplete documentation
- Contacts third party payors to resolve payor issues, expedite claim processing, and maximize medical claim reimbursement
- Demonstrate knowledge of medical coding, preferably oncology coding
108
Insurance Specialist Resume Examples & Samples
- Monitors delinquent accounts and performs collection duties. Reviews reports, identifies denied claims, researches and resolves issues, may perform a detailed reconciliation of accounts, resubmits claim to payer. Reviews payment postings for accuracy and to ensure account balances are current. Works with co-workers to resolve payment and billing errors. Monitors and updates delinquent accounts status. Recommends accounts for collection or write-off
- Verifies existing patients have necessary referral and/or authorization documentation prior to examination date. Contacts and follows-up with patient’s physician for any missing or incomplete documentation
- Demonstrate knowledge of medical coding, preferably oncology/urology coding
109
Insurance Specialist Resume Examples & Samples
- Finance - 3+ years of experience
- Insurance - 3+ years of experience
- Marketing - 1+ years of experience
- Sales - 2+ years of experience
- Accounting
- Business Administration
- PC Skills - Microsoft Office
- COGNOS application and all MS Office applications
- Ability to communicate effectively through various methods – presentation skills, PowerPoint, etc
- Excellent Problem solving and analysis
- High degree of organization and planning skill with a strong attention to detail
- Able to work in a changing environment without daily supervision
110
Insurance Specialist Senior Resume Examples & Samples
- Reviews reports, identifies denied claims, researches and resolves issues, may perform a detailed reconciliation of accounts, resubmits claim to payer
- Reviews payment postings for accuracy and to ensure account balances are current. Works with co-workers to resolve payment and billing errors
- Contacts patients to secure past due balances, verify patient demographics and insurance providers, updates information in systems, and documents conversations. Answers patient’s payment, billing, and insurance questions and resolves complaints
- Minimum two (2) years insurance resolution experience resolving issues with patients and payers as well as four (4) years combined medical billing and payment experience required
- Proficiency with computer systems and Microsoft Office (Word and Excel) required
- Demonstrated knowledge of state, federal, and third party claims processing required
- Demonstrated knowledge of oncology medical coding preferred
- High school graduate or equivalent required. Associates degree in Finance, Business or four years revenue cycle experience preferred
111
Escrow Tax & Insurance Specialist Resume Examples & Samples
- Process insurance policy renewals and cancellations on residential loans. Includes hazard, flood, and optional insurance
- Process Tax payments on residential loans. Includes delinquency tracking, assessment tracking, and miscellaneous tax disbursements
- Follow established procedures in authenticating customers and ensure customer confidentiality
- Monitor new loan set-up for
- A minimum of one year Loan Servicing and office experience preferred
- High School degree required
- Proficient in Microsoft Word, Outlook and Excel
- Mortgage and consumer loan experience preferred; insurance, taxes, loss drafts, loan originations or escrow/title experience preferred
- Excellent customer service skills; May have occasion to meet with customers on insurance claims or to resolve servicing related issues
- High accuracy level in completing responsibilities with strong attention to detail, problem solving, and strong organizational skills
- Ability to communicate clearly and professionally, both verbally and in writing; to include manager, co-workers, internal departments, and external customers
- MSP Servicing system experience preferred
- Bi-lingual proficiency (Spanish) preferred
- Highly developed sense of integrity and commitment to customer satisfaction
- Demonstrated passion for excellence with respect to treating and caring for customers. Maintain a pleasant, patient and friendly attitude
- Willingness to work a flexible schedule and occasional overtime when needed
- Regular and punctual attendance
- Be a self-starter; possess a strong work ethic and team player mentality
- Strong ability, desire and enjoyment in working with other employees and customers in a cooperative and friendly spirit
- Able to learn quickly and work within deadlines. Ability to multi-task and prioritize work load
- Possess good judgment, ability to accept responsibility and handle confidential information
- Ability to accept and facilitate change, whether indicated by corporate needs, market or regulatory requirements
112
Insurance Specialist Resume Examples & Samples
- Follows up on patient self-pay balances
- Answers patient calls to the Business Office
- Performs collection activities
- Obtain referrals from insurance companies
- Processing returned patient statements and possible other correspondence
- Working basic reports performing insurance/FSC updates on patient accounts
- Verifies existing patients have ncessary referral and/or authorization documentation prior to examination date
- Monitors and updates delinquent accounts status. Recommends accounts for collection or write-off
- Contacts patients to secure past due balances, Answers patient’s payment, billing, and insurance questions and resolves complaints
- Contacts third party payers to resolve payer issues, expedite claim processing, and maximize medical claim reimbursement
- May be responsible for bank depostis and reconciliations
- High school graduate or equivalent required
- Prior experience in patient collection activities
- Refund/credit experience strongly preferred
- Demonstrated knowledge of medical coding, preferably oncology coding
- Demonstrated knowledge of state & federal collections guidelines
113
Insurance Specialist Resume Examples & Samples
- Position will be first line point of contact with the vendor as the Bank transitions to an outsourced insurance follow-up program. As such, incumbent must have a good working knowledge of computer systems and all types of insurance coverage
- Maintain current manual environment until policies have been moved to vendor system. (Full transition is expected to take 12 months.) Update current manual insurance tickler system until all policies have been successfully transferred to the automated system. Responsible for timely preparation and distribution of reports to Lenders and Senior Management. Extensive phone work with vendor, lenders, borrowers, insurance agents, title agents, etc. to resolve policy and other coverage deficiencies
- Throughout transition: Upload all policies and insurance set-up information to the vendor for all new loans and provide the timely delivery of renewal information to the servicing agent; work to resolve discrepancies and obtain required information as needed
- Ongoing: Responsible for monitoring vendor reports; force placement of insurance; written correspondence, including the timely production and distribution of letters
- Review the Servicing Agent’s invoices for accuracy, and make corrections as needed, prior to submitting for payment
- Create training materials and procedure manual for new automated environment
- Work with Loan Servicing to collect fees for force placed insurance from borrowers
- Math and PC skills required to reconcile complex billing received from vendor
- Ability to read, analyze, and interpret insurance policies, loan documents and government regulations
- Excellent written and verbal communication skills required
- Excellent telephone skills
- Attention to detail required to ensure correct insurance type, coverage amounts and loss payee information
- Personal computer skills, including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc
- Ability to handle multiple tasks simultaneously and prioritize
- Must have knowledge of various types of insurance coverage available (e.g. Hazard, builders risk, liability, leasing, aviation, etc.)
- Must be familiar with various forms and formats utilized by insurance agents (ACCORD, comprehensive blanket policy, flood insurance, comprehensive liability, etc.)
- Must understand policy requirements for underwriting purposes such as policy coverage clauses, loss payee and mortgage information, limits of liability, etc
- High School diploma or GED and a minimum of three years prior experience with insurance agency or similar insurance related work
- Must have experience working with insurance Servicing Agents; related reports and proofs associated with insurance tracking; force placement of insurance coverage
114
Insurance Specialist Resume Examples & Samples
- Under general supervision, follows established company policies and procedures and applies acquired job skills in performing duties as follows
- AKF IS serve as a Liaison to the American Kidney Fund’s Health Insurance Premium Program (HIPP). The purpose of the AKF HIPP is to provide health insurance grants to eligible ESRD patients on dialysis for the purpose of paying their Medicare Part B, Medicare Advantage, Medigap, Commercial Exchange, Commercial Individual, or COBRA medical premiums. HIPP Is supported 100% by provider contributions. As a Liaison to AKF, the AKF IS is responsible for ensuring the efficacy of the AKF HIPP process
- 1 year related experience and knowledge of various insurance types
- Knowledge of dialysis industry a plus
- Proficient with PCs and Microsoft Office applications
115
Flood Insurance Specialist Resume Examples & Samples
- Process all incoming flood policies by, handling incoming flood mail and processing items in the data warehouse system workbasket, research and identifying all loans tied to each policy, update collateral and insurance tracking system with current policy information, email flood insurance policy to third part vendor to track if applicable and verify and monitor flood insurance coverage is adequate, ensuring multiple policies for multiple structures and content coverage if applicable
- Stay compliant with flood notice requirements by researching all associated loan balances including foreign liens, content coverage needs and multiple structures values to ensure accurate coverage amount are requested and obtained, send and monitor regulation required notices to the customer when their policy is expired, inadequate or there is a life of loan change, track expiration dates in collateral and insurance tracking system to ensure accurate notice timing, monitor vendors reports when applicable and retain all correspondence documents in the imaging system
- Responsible for ensuring proper force placement of flood insurance coverage, when required, on loans where no updated policies are presented by the customer. This will be completed by obtaining and monitoring force placed insurance through our insurance vendor, posting a force place premium to the customer 's loan on the appropriate loan system and providing refunds of force placed policies if customer presents proof of adequate flood insurance
- Serve as Loan Operations contact for back office flood related questions. The employee will provide feedback by Communicating with Fulton Financial Corporation Lending employees on back office related questions, working with insurance agents that insure collateral located in a Special Flood Hazard Area, working with Fulton Financial Corporation chosen flood force placed insurance vendor and answering customer phone call and questions regarding flood notifications and regulation requirements. Any issues of a more complex nature will be elevated to the manager
- Remain up to date and knowledgeable on all flood related regulations by participating in training opportunities, attending training sessions and taking corporate sponsored online courses
- 2 or more years Insurance processing or flood regulation. Insurance tracking or related banking. (Preferred)
116
Utilization Insurance Specialist Senior Resume Examples & Samples
- Responsible for all aspects of the concurrent review program, insurance certification, and authorization process for all Inpatients
- Develops rapport with and daily working relations with Inpatient clinicians to insure ongoing, comprehensive clinical information if both documented and available in timely fashion to facilitate initial clinical reviews, pre-certifications and authorizations to admit to inpatient as well as continuing stay review approvals and authorizations
- Maintains daily communications and documentation with all Hospital Insurance Verification and Patient Accounts staff to insure timely verification of patient insurance and insurance status
- Coordinates insurance authorizations through provision of appropriate clinical information (confirmed by documentation) to insure optimization of inpatient authorizations. Develops ongoing relationships with insurance provider case managers to maximize authorization potential
- Communicates with inpatient clinical staff to insure timely discharge planning is in place when insurance authorizations expire and patients become financially burdensome to the organization; seeking clinically appropriate alternatives from treating physicians, social workers, nursing staff
- Monitors and coordinates the designation of alternative level of care with ts Manager of Utilization Management and case managers
- Notifies and coordinates inpatient services when delays are noted in order to reduce length of stay and improve quality of care
- Responsible for data and report generation of providers as well as regulatory agencies, as needed for Utilization Management activities and upon request of UM Manager and Department Management
- Demonstrates the knowledge and skills necessary to provide care based on physical, psychosocial, educational, safety, and related criteria, appropriate to the age of the patient served in assigned area
- Utilizes Hospital Mainframe programs, All Scripts Care Management System, Eagle, PRISM, EmStat, and TRAC effectively and coordinates updates with both Insurance Verification, Acute Social Work management, and Patient Accounts as appropriate
- Prepares initial and concurrent review information; coordinates insurance care management interactions; communicates clinical necessity; and arranges peer reviews (MD to MD) as required to insure ongoing insurance authorization as possible
- Meets time frame for reviews/appeals as specified by Insurance/State & Federal regulation
- Performs all aspects of the concurrent review program as well as initial pre-certification/authorization as needed to insure patient admission is approved
- Identifies and refers to the Manager of UM, Administrator and/or Program Manager and/or Physician problematic utilization and quality issues
- Consults with Supervisor of Social Work and clinical team members as needed
- Prioritizes work as per department protocol (IPRO Discharge Appeals / Insurance requests)
- Responsible for the maintenance of accurate data for approvals, denials and appeals (in coordination with Manager UM; Acute Division Administrative Assistant and Program Manager
- Prioritizes insurance Request/Denials when received in the department as per protocol; Responds to Insurance requests for information to prevent denials/recover payment (in coordination with Acute Division UM Manager and Denials/Appeals RN)
- Requests or provides Medical Records as required for appeals, On/Off-site Insurance reviews in both normal pursuit of regular UM activities (and in coordination with Acute Division Administrative Assistant and UM Manager) as needed and requested by UM Manger
- Obtains/Prepares Medical Records and other documentation for Photo Copying Service, outside 2nd party / Discharge Appeals in normal pursuit of regular UM activities(and in coordination with Acute Division Administrative Assistant and UM Manger) as needed and requested by UM Manager
- Assumes responsibility for Denial and Appeal processing and satisfaction as requested by y Manager UM, Administrator
- Responsible for maintaining an efficient and supportive work flow in all assigned
- Responsible for maintaining good communication with direct supervisor and with all Clinical Directors and department administration
- Responsible for maintaining a good working relationship with clinical and support staff on all levels
- Responsible for creating effective relationships with other departments, as needed: Patient Accounts, Administration, Insurance Verification, Nursing, Social Work, etc
- Required to attend staff, departmental, divisional and hospital meetings as needed
- Required to attend administrative, CQI, UM, High Risk, etc. meetings as needed
- Orients new employees to department, division, and clinic administrative operations
- Manages and maintains organized professional environment
- Demonstrates the knowledge and skills necessary to provide care, based on physical, psychosocial, educational, safety, and related criteria, appropriate to the age of the patients served in assigned area
- A. Identifies physical, behavioral and emotional characteristics typical for the age group
- B. Modifies approaches based on patient age-specific needs and responses to treatment
- C. Provides care for patients based on age-specific needs
- D. Uses communication techniques which are age appropriate
- Meets regulatory, licensure and annual health assessment requirements
- Identifies learning strengths and needs
- Utilizes learning resources
- LMSW, LCSW, LMHC
117
Real Estate Quality Insurance Specialist Resume Examples & Samples
- Learn, recommend and implement Real Estate Quality Assurance procedures as necessary and applicable
- Consult and discuss recommendations with Quality Assurance Supervisor before implementation to facilitate overall Departmental efficiency
- Prioritize work flow at the beginning of each work day to determine the most important and time-sensitive tasks and projects; check work flow at the end of each work day, to determine which tasks need to be done as soon as possible on the following work day
- Perform all tasks and projects which are requested and required by Quality Assurance Supervisor and Department need
- Solve all Member-related Real Estate Quality Assurance issues immediately as they occur
- Maintain ongoing communication with Quality Assurance Supervisor, informing them of all pertinent problems, new developments, changes and other important information
- Cross-train with other Department Personnel to enable continued work flow
- Assist other Quality Assurance Department personnel by answering questions, solving problems and helping with complex work-related matters
- Associates or Bachelor's degree in accounting, finance or banking preferred but not required
- 1-2 years professional experience with accounting or lending procedures preferred but not required
118
Insurance Specialist Resume Examples & Samples
- Work ETM work files to set patient accounts up on a monthly payment plan
- Communication with patients regarding payments on account
- Works closely with the PFC at the site for patient care
- Daily submissions for any available grant/foundation/co-pay card assistance for the patient
- Account follow up to include the following
- Bankruptcy account
- Deceased patient accounts
- Estate account
- Probate accounts
- Collection accounts
119
Insurance Specialist Resume Examples & Samples
- High school graduate or GED; two years' college education preferred; LPN preferred
- Two (2) years' experience insurance coverage verification/benefit determination. Knowledge of governmental reimbursement criteria. Knowledge of third party/managed care contracts related to Agency service is preferred
- Good computer skills. Experience with Agency's current software platform(s) preferred. Must have excellent service skills and very good follow up skills. Must be self starter; stay abreast of current changes to trends and policies affecting reimbursement
- EEO, M/F/D/V. Partner with Hartford HealthCare
120
Insurance Specialist Resume Examples & Samples
- Three (3) or more years of experience as an insurance representative, insurance agent or insurance adjuster for an insurance agency or insurance company
- Experience in generating original business correspondence
- Fluent in English and Spanish (oral and written)
121
Commercial Property Insurance Specialist Resume Examples & Samples
- Review and analyze operating statements, property appraisals, and commercial loan documents to ensure compliance with investor requirements
- Confer with borrowers, insurance agents, and insurance companies to resolve any issues or discrepancies related to insurance
- Manage and ensure the data contained in the servicing system is updated to reflect the current status regarding insurance policy effective dates and coverage amounts
- Monitor and collect the necessary documentation to determine that all non-escrowed loans have adequate insurance policies in force
122
Partnership Distribution Insurance Specialist Resume Examples & Samples
- Closely coordinate with the Wealth Advisors and/or Relationship Managers to deliver sales objectives through the structured referral program
- Act as the product specialist to contacts and clients and provide relevant market and technical information to their partners and clients
- Maintains regular contact and communication promoting a close and trusting relationship with the partner at all times
- Regularly prepares sales reports and ensure that productivity and conversion is fully maximized
- Assures delivery of quality service to contacts and clients at all times
- Meet sales targets
- Must be a college graduate from a reputable academe
- With strong sales background (at least 3 years sales experience)
- Highly knowledgeable in investment, stocks, market and economic outlook
- Personable, with above average presentation skills
123
Business Insurance Specialist Resume Examples & Samples
- Build solid relationships with agents to improve quality and quantity of lead submissions within the specific region responsible for
- Communicate effectively with a business owner to understand the risks that face the business owner and how insurance products may assist them in managing those risks
- Deliver an exceptional customer sales experience from the initial customer contact to the sale of the policy
- Resolve complex business insurance sales inquires
- Attempt to cross-sell additional Allstate Business Insurance and CEM policies to increase sales and customer retention
- Proficiently leverage resources, such as but not limited to Connexus, Sage, RIO, CRM, the internet, and underwriting guidelines as needed to complete an accurate assessment of the business risk and provide an accurate business insurance quote
- Demonstrate a comprehensive understanding of specific company products, underwriting guidelines and market direction in order to deliver confident and reliable service to existing and potential customers
- Listen and engage business owners to identify insurance needs and illustrate how commercial insurance products will meet those needs
- Serve as a key point of contact for non-certified agents in assigned market and provide assistance on a broad range of topics. This may involve re-directing agents to the appropriate resource or assisting them directly
- Four year college degree or two to four years of experience as an inside sales professional is required
- Advanced written, verbal, and interpersonal communication skills
- Proven competence and fluency in the Care, Sell, Quote, Close sales process – with a passion and drive to protect customers
- Ability to conduct professional business meetings virtually with agents and provide direction on market direction and ABI’s value proposition
- Maintain an active property and casualty license for state(s) in which you live, work and service
- Must be able to meet production requirements without jeopardizing ethics or compliance
- High level of dependability and flexibility
- Required to operate several systems simultaneously while speaking with our customers
- Leverage selling techniques to successfully close sale and bind the business insurance policy
- Demonstrate a clear and direct ownership for the market assigned; will work collaboratively with other team members in order to achieve overall business unit objectives
- Utilize technology to manage a sales workflow which provides for regular communication and follow up with the business owner and other stakeholders, the agent of record or an insurance broker for example
- Answer inquiries that require an insurance license, including inquiries related to coverage, coverage limits, deductibles and various insurance policy options
- Update customer policy records accurately
- Achieve defined business results related to commercial insurance sales and service objectives
124
Customer Service Insurance Specialist Resume Examples & Samples
- Recent college graduates encouraged to apply regardless of previous work experience
- Strong customer service experience and/or phone skills preferred
- Bilingual in Spanish is preferred
125
Insurance Specialist / TWO Open Positions Resume Examples & Samples
- Calls insurance companies to verify benefits of the patient. Completes insurance verification and summary of reimbursement and liability forms
- Scans assignment of benefits, verification of benefit information and financial liability and forwards completed information back to the appropriate office. Prepares financial folders of enrollment cards, financial liability forms and demographics and files the information appropriately
- Enters information into Excel spreadsheet to track accounts received, completed and returned
- Assists in maintaining manuals, logs and other required documentation as required
- Demonstrates an understanding for patient confidentiality to protect the patient and the clinic/corporation
- Follows policies and procedures to contribute to the efficiency of the business office. Covers for and assists with other business office functions as requested
- Job Description
126
Insurance Specialist Resume Examples & Samples
- Review certificates of insurance and insurance policies for adequacy of coverage
- Calculates or reviews the calculation of initial deposits to the insurance escrow accounts at initial closing
- Monitors the receipt of insurance invoices prior to the due date of payment
- Monitors the balance in escrow to ensure funds are on deposit prior to the due date of payment
- Ensures receipt of original insurance policies at closing or at renewal of the policy
- Addresses non-compliance issues with borrowers and notifies the team lead when appropriate
- Prepares and distributes insurance expiration notices
- Accurately completes system updates for insurance information and documents all exception items
- Monitors Insurance Premiums Due and provides an explanation for any unpaid items
- Completes annual procedure review to ensure all process updates are captured
- Works to develop existing processes by recommending process improvements
- Provide overall support to fellow employees, team leader and/or management as time permits
- Provide back-up support in the absence of receptionist (during lunch hour, absences due to illness, vacation, etc. or as needed on other occasions)
- General mathematical skills
- Proficiency in MS Office Suite (Word, Excel & Outlook)
- Intermediate to advanced skills in a primarily electronic environment (Electronic mail, task tracking, website navigation and document storage)
- Outstanding customer service skills
- Deadline driven
- Professional written and verbal communication skills
- Highest degree of integrity
- Strives for 100% accuracy
- Professional appearance and demeanor
127
Cash / Mortgage Insurance Specialist Resume Examples & Samples
- Front end payment processing including acceptance of payments from different sources and processing through our mortgage servicing platform
- Exception processing to determine if any payments were misapplied and correcting them in a timely manner
- Analyze information on a situation, problem, loan or borrower, and make appropriate recommendation on actions
- Accurately and timely processing of suspense transactions on a daily basis
- Maintain and document a clear audit trail on all cash and payment transactions
- Able to research and respond to and provide information to customers (internal and external) on cash and mortgage insurance inquiries and research on related topics
- Promotes honest and open communication throughout the credit union
- Work with other credit union departments to insure the workflow or process is providing the best service to the members
- Willingness to performs other duties/projects as assigned
- Knowledge of cash processing
- Knowledge of Agency Loss Mitigation alternatives
- Knowledge of mortgage software
- Proficient experience with Microsoft Excel
- Ability to maintain a high level of confidentiality
- Must be able to be bonded
128
Insurance Specialist Resume Examples & Samples
- 1) Providing and demonstrating insurance industry procedures and practices including the processing and issuing of policies, claims handling, endorsements and notices of cancellation
- 2) Work with various types of commercial property insurance treaties
- 3) Underwriting for general insurance and National Flood Insurance Program (NFIP) policies
- 4) Work with NFIP regulations, mapping and flood zone issues
129
Insurance Specialist Resume Examples & Samples
- Complete exception processing and research related to flood insurance, as well as homeowners insurance and other types of insurance in connection with loan products (mortgage and auto loans); resolve complex issues
- Handle complex customer inquiries and correspondence
- Interpret legal and bank documents, analyze circumstances and document for action steps
- Understand regulatory requirements related to flood insurance
- Assist in vendor oversight for department vendor outsourcing
- Participate in special projects to include systems, acquisition activities or account research
- Participate in process improvement initiatives
- Responsible for multiple system, business and product lines
- Review/update procedures according to protocols, guidelines and methods established by Retail Loan Servicing
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management
130
Insurance Specialist Resume Examples & Samples
- Contact payers to verify patient eligibility and product specific coverage information. (50%)
- Interface with physicians, advocates, patients, and manufacturer representatives to obtain and provide drug specific coverage information. (10%)
- Provide prior authorization assistance as well as claims assistance, including billing and coding instructions, to physicians and/or office staff. (10%)
- Provide accurate and timely follow-up to all reimbursement inquires in accordance with program guidelines. (10%)
- Ensure that the intake information is accurate and complete in order to perform all reimbursement research. (10%)
- Research and compile payer specific information for reimbursement database. (5%)
- Utilize internal resources to identify and provide alternate funding sources for patients without insurance or adequate coverage through their insurer. (5%)
131
Insurance Specialist Orlando Registration Orlando Resume Examples & Samples
- Self-motivator, quick thinker in terms of dealing with high volume patient account collection opportunities
- Prior exposure to and knowledge of insurance benefits; ability to decipher insurance benefit information
- Understanding of HIPAA privacy rules and adroit ability to use discretion when discussing patient related information that is confidential in nature
- Working knowledge of Microsoft programs and familiarity with database programs
- Ability to effectively learn and perform multiple task, and organize work in a systematic and efficient fashion
- Ability to communicate professionally and effectively in English, both verbally and in written form
- Ability to be responsive to ever-changing matrix of Hospital needs and act accordingly
- Ability to follow complex instructions and procedures, with a close attention to detail
- Minimum (1) year of experience in Patient Access/Patient Financial Services Department
- Prior collection experience
- Assertive collections experience for high dollar balances
- Knowledge of computer programs such as Cerner (Preferred)
- Basic knowledge of medical terminology (Preferred)
- Bilingual - English/Spanish (Preferred)
- Associate’s degree and/or higher level education, or completed coursework in Health Services Administration or other related medical or business field
- N/A
- National Association of Healthcare Access Management Certified Healthcare Access Associate (Preferred)
132
Insurance Specialist Resume Examples & Samples
- High School Education, Bachelor's preferred
- Knowledge of Third Party payers, billing requirements, and reimbursement methods
- Professional appearance
- Good PC software skills
- Must work independently and maintain workflow
- Knowledge of multi-registration and front-end processing
- Service excellence
- Handle incoming calls professionally and timely
- Demonstrate service and commitment in working with peers, management team and other hospital stall
133
Escrow Hazard Insurance Specialist Resume Examples & Samples
- Monitor third party insurance vendor to ensure insurance bills are paid timely in accordance with all guidelines
- Work in conjunction with the third party insurance vendor to ensure adequate coverage is held on all properties both escrowed and non-escrowed
- Ensure the proper processing of forced placed insurance in the event the borrowers fail to provide proof of insurance coverage
- In accordance with investor guidelines, monitor coverage amount requirements for both Hazard and Flood insurance
- Work with insurance vendor to identify and send letters on loans that have become first time vacancies
- Request property inspections on loans that are pending claims
- Deposit insurance refunds and research pending items
- Request/monitor approvals to pay insurance on loans with disbursement stops
- Maintain compliance on all Loss Draft procedures with regards to releasing held funds for repairs
- File and monitor hazard insurance claims on foreclosure loans
- Deposit insurance refunds and loss draft proceeds into the system of record
- Ensure that third party vendor is tracking all loss draft claims and inspections are being ordered to release funds
- Processing and payment of Optional Insurance Products
- Handle customer issues related to insurance via phone calls or written correspondence
- Assist with payment of PMI/MIP payments when needed
- Associates Degree Preferred
- 2 to 3 years of experience in mortgage loan servicing (insurance company, escrow department, accounts payable, accounting clerk or similar role may be acceptable) or an equivalent combination of education and experience
- Ability to work independently, successfully prioritize multiple functions and meet deadlines
- Capable problem solver with an analytical mind set and excellent organizational skills
- Possess good written and verbal communication skills. Positive attitude and a customer first focus
- Data entry and 10 key calculator skills required
- Practical and functional computer knowledge to include Excel, Word, Email and internet research
- Open and receptive to change and must have the ability to operate in a fast paced environment
134
Insurance Specialist Resume Examples & Samples
- 1+ year of Insurance and/or Medical Billing experience
- Microsoft Office/Suite proficient
- Solid analytical, mathematical, and research skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
135
Mortgage Insurance Specialist Resume Examples & Samples
- Remits MIP and PMI payments and handles cancellation of MIP and PMI
- Remit VA payments and handles cancellation of MIP and PMI
- Remit FHA payments and handles cancellation of MIP and PMI
- Report loan level detail to PMI companies per guidelines established
- Exception processing to determine any premiums to be cancelled or cancelled in error
- Review, prioritize, and provide timely and accurate response to tasks, email, etc
- Able to research and respond to and provide information to customers (internal and external) on mortgage insurance inquiries and research on related topics
- Assist in the development and implementation of processes and procedures
- Develop and maintain positive working relationships by providing high quality customer service at all times to all internal and external customers
- Demonstrate behaviors that are consistent with the credit union’s values, philosophies, and leadership characteristics
- Knowledge with mortgage products
- Knowledge with mortgage servicinig
- Knowledge of FHA, VA, Fannie Mae, Freddie Mac and RESPA Guidelines
- Must be able to manage multiple projects simultaneously and work in a fast-paced environment with changing priorities
- Ability to work under pressure and with strict deadlines
- Strong ability to communicate effectively in writing and orally
136
Insurance Specialist, Legal Resume Examples & Samples
- Ideal candidate would have at least 2 years of experience in the insurance industry working in a corporate risk management group, insurance company, or insurance broker
- College degree preferred, but not required
- Associate in Risk Management (ARM) certification preferred, but not required
137
Insurance Specialist Resume Examples & Samples
- Writing procedures
- Provide job shadowing / training
- Reports observations of Work ques and workflow processes that may need further review and or development
- May attend 3rd party payer meetings /may prepare meeting minutes and agendas
138
Finance & Insurance Specialist Resume Examples & Samples
- Day to day responsibilities include but not limited to
- Through coordinated regional support activity, the FIS will directly support all NESNA branded product sales, contract processing, cancellations, claims and maximizing dealer dividend program profitability
- Develop positive and productive dealer relationships to attain ADS/NMAC/NESNA shared goals
- Regularly scheduled field visits for S+P and IEPP producers
- New Account activation, installation of S+P/IEPP Ancillary products including CPO for all accounts
- Develop and support of S+P/IEPP Ancillary products including CPO for participating Security+Plus/IEPP accounts
- Minimum of 2 years successful retail automotive experience in a mid to large volume dealership as a BDC Manager level or higher
- Proven ability to communicate effectively at a professional level with internal and external personnel
- General Knowledge of VSC programs and providers or industry corporate experience
- Proven experience with Microsoft Office products including Word, PowerPoint and Outlook
- Efficiently manage time to accomplish all goals and objectives
- Proven ability to build lasting and synergetic relationships dealer/retailer personnel including DP/EM/GM/F&I/Sales/Service/Administration Office
- Ability to grow professionally within area of responsibility
- College graduate preferred
- Ability to travel 60% of time depending on assigned territory
- Valid driver’s license required
139
Patient Account Rep-insurance Specialist Resume Examples & Samples
- Strong computer skills, including experience with Microsoft Office
- Written communication skills necessary for appropriate and accurate documentation
- Ability to multi-task and have attention to detail
140
Property Insurance Specialist Resume Examples & Samples
- Perform operational, technical and regulatory reviews/audits in accordance with established policies and procedures
- Research hazard insurance related business functions by gathering information and evaluating vendor output with Navy Federal requirements and formats
- Ensure vendor is disbursing insurance premiums to cover loans and minimize insurance risk; monitor vendor for appropriateness to Service Level Agreements (SLA)
- Verify completeness and accuracy of insurance coverage, billing, refunds, disbursements and transactions; reconcile discrepancies
- Collect, prepare and maintain data for analysis, reports and reference
- Examine property status reports and property insurance policies for accuracy in documents and proper coverage
- Verify daily EDI disbursement totals and reconciliations; track error reports to identify and resolve vendor-related issues/errors
- Research, develop and report on related insurance coverage correspondence
- Review special regulatory changes from FHA/VA and investors regarding hazard insurance, flood insurance, mortgage insurance and lender placed insurance
- Verify flood zone mapping changes to determine impact on affected flood areas and related insurance coverage
- Develop, update, and review business unit reports and statistics for management
- Develop and recommend enhancements to improve operational processes and procedures
- Familiarity with financial institution and lending practices, principles and regulations
- Experience in an accounting or banking operation, preferably dealing with payments, transactions, and balancing
- Experience in member/customer service preferably in a call center/retail banking/financial institution
- Exposure to mortgage insurance functions
- Familiarity with Fannie Mae, Freddie Mac and/or VA mortgage servicing guidelines
- Effective skill reviewing documents for errors, inconsistencies or missing information
- Effective skill following, interpreting and applying guidelines, procedures, practices, regulations
- Effective skill exercising initiative and using good judgment to make sound decisions
- Effective skill interacting with staff, management, vendors, members diplomatically & tactfully
- Effective skill navigating multiple screens and PC applications and adapting to new technologies
- Effective skill performing mathematical calculations and working accurately with numbers
- Effective word processing and spreadsheet software skills
- Desired – Experience as a licensed Insurance Agent
- Desired – Familiarity with Navy Federal Mortgage Production and/or Servicing Systems
- Desired – Familiarity with NFCU mortgage products, services, programs, policies and procedures
- Desired – Working knowledge of Navy Federal financial and credit transaction documentation processes
141
Entry Level Insurance Specialist Resume Examples & Samples
- Ensure that the assigned tasks are handled in an organized and expeditious manner
- Ensure that the transaction is in compliance with predefined parameters and meets quality standards
- Ensure adherence to established attendance schedules
- Managing calendars and e-mails
- Makes outbound phone calls to individuals, agencies, attorneys, vendors and others to compile the information needed for the demand
- College is preferred but not essential for this position
- Relevant work experience is a plus
- Typing, keyboard and computer skills
- Excellent telephone and communications skills a must
- Working knowledge of Microsoft Office suite of applications
- Organization and self-starter
- Strong math and analytical skills
- Customer focus – internal and external
- Team work/ Managing Self / Adaptability
- Data gathering ability/ Eye for detail
- Self disciplined and result oriented
- Ability to multi task and change directions with little notice
142
Cfsi-gcg-head, Insurance Specialist Team Resume Examples & Samples
- Oversee sales processes and ensure controls are in place; adhere to compliance with defined operational policies and procedures to ensure proper sales practices are in place and achieve excellent internal audit ratings
- Monitor sales progress against targets of the day
- Knowledge of banking products and services as well as exposure to investment products and processes would be an advantage
- Numerical Reasoning Skills - understanding and analyzing financial information e.g. P&L statements and reports
143
Title Insurance Specialist Resume Examples & Samples
- Very team focused
- Self starter
- No direct client contact
- Quiet work environment - primarily administrative position
- Demonstrated ability to perform basic arithmetic and alpha-sorting skills
- Knowledge or ability to learn Insurance Services’ automation systems
- Knowledge or ability to learn to create reports/documents using word processing/spreadsheet software
144
Collateral Insurance Specialist Resume Examples & Samples
- Overall ownership of monitoring the insurance for collateral on loans within the bank
- Daily collection of department mail
- Review all received insurance policies and compare them against their loans, regulatory requirements, as well as bank requirements
- Work insurance companies to obtain proper coverage information
- Work with the Bank’s insurance management company to insure proper coverages are noted
- Maintains proper documents and supplies for department associates
- Inputs basic data/customer information in the core or appropriate system and verifies for accuracy to comply with departmental procedures and regulations
- Scans and indexes policy documents into appropriate operating system
- Provides support and training to both internal and external customers
- Responsible for records administration
- Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations
- HS Diploma/GED or
- 1 year applicable work experience
145
Assurance Financial Institution Services Team-life Insurance Specialist Senior Manager Resume Examples & Samples
- Deliver exceptional clientservice; maximize results and drive high performance from people while fosteringcollaboration across businessesand borders
- Understand key objectivesfor clients and Deloitte;align people to objectives and set prioritiesanddirection
- Manages margins effectively through accurate budgeting, pricing and profitability management on engagements
- Monitors that time and expenses to engagements are recorded and submitted weekly
- Oversees WIP on projects / engagements and ensures billings are timeously done and collections followed up
- (May) negotiate pricing for engagements to ensure profitability whilst maintaining client interests
- Influence -Builds long-term, trust-based relationships with senior stakeholders and influencers, and uses highly developed influencing skills to drive impact, often in complex situations
- Performance drive -Builds a high performance culture by cultivating individual and team strengths; drives outstanding client service, often through large cross-business and/or cross-border teams
146
Insurance Specialist Resume Examples & Samples
- Process and audit Short Term Disability and/or Family Medical Leave (FML) claims for all employees accurately and timely based on approvals from the vendor; this includes processing transactions in Workday, following up with HR Business Partners and the vendor, as needed; responsible for documenting claim information in the short term disability tracking database for information and audit purposes; send STD satisfaction surveys when the disability claim is complete
- Provide Short Term Disability training for HR Business Partners
- Reconcile, process, and audit assigned benefit invoices (self-insured and fully insured) in a timely manner using Workday billing reports and excel pivot tables; responsible for invoice approvals through SAP and Win Shuttle; responsible for invoice breakdown to ensure appropriate dollars are charged correctly (if applicable)
- Process and file Life, AD&D and LTD insurance claims, which includes communication with HR Business Partners, employees, and vendor; performs audits to ensure that all required information is present; submits claims to the carrier for determination/payment; follow up with the carrier as needed to ensure claims are processed in a timely manner and communicate with HR Business Partners and employees, as needed
- Assist with daily tasks including researching and responding to Employee Service Center (ESC) tasks in ServiceNow that are assigned to the Insurance Administration team
- Process verification of benefits (VOB) in a timely and accurate manner
- Review benefit arrears processing report and prepare notifications in a timely manner, includes initial mailings and follow ups
- Process and document arrears payments received; send documentation to Accounts Payable (AP) and Payroll for processing
- Order office supplies for HR Operations department
- Perform other duties as assigned by supervision
147
Insurance Specialist Resume Examples & Samples
- Responsible for handling phone calls and correspondence from customers regarding their insurance and taxes
- Initiates contact with borrowers to discuss changes/updates in the insurance carrier or coverage as well as ensuring the borrower is making timely payments if the payments are not escrowed
- Reviewing the escrow account to ensure that appropriate amount of funds are being retained for upcoming payments
- Contacting the customer to discuss increases in the payment amount due to increases or decreases in their escrow account
- Responsible for minimizing customer impacts and ensuring each customer has a positive interaction with mortgage servicing
- Assist in identifying potential risks, communicate them to management and take appropriate steps to avoid risk
- Identify potential improvement to processes and procedures
- Promotes honest and open communication throughout TruHome Solutions
- Demonstrate behaviors that are consistent with TruHome Solutions values, philosophies, and leadership characteristics
- Work with other TruHome departments to insure the workflow or process is providing the best service to the members
- Knowledge of FHA, VA, Freddie Mac, Fannie Mae, FHLB and RESPA Guidelines
- Insurance experience is required
- Knowledge of mortgage products
- Excellent organizational, analytical and problem-solving skills
- Ability to self-initiate and work independently without close supervision
- Ability to resolve interpersonal conflict and miscommunications
- Knowledge of spreadsheet software and ability to use word processing software
148
Insurance Specialist Resume Examples & Samples
- Contacts patients to secure past due balances, verify patient demographics and insurance providers, updates information in systems, and documents conversations
- Answers patients payment, billing, and insurance questions and resolves complaints
- May refers patients to Patient Benefits Representative to set-up payment plans
- Adheres to confidentiality, state, federal, and HIPPA laws and guidelines with regards to patients records
149
Insurance Specialist Intermediate Resume Examples & Samples
- Submit third party compliant claim forms (i.e. UB04 or 1500) through the claims editing software. (Understand edits and appropriate department procedures to effectively submit and/or correct errors on claims to the production standards of the department)
- Monitoring and Communicating Trend analysis Denial Resolution Account Resolution Communication and feedback (Trend analysis, Appeals and Resolves of low payment or underpaid accounts)
- Denial Resolution (Process and resolve complex denials related to coding and site operations (i.e.: CPT related, medical necessity, RAC tech Ability to deal with difficult revenue cycle situations and resolve issues delaying/preventing payments from 3rd party payers)
- Communication and feedback (Help train and mentor other team members on the specific nuances of each Payer, to insure compliance to the processes established. Provide education or feedback to operational sites and or other departments within RCM. Provide input or attend 3rd party payer meetings. Participate in process improvement initiatives to improve efficiency of claims recovery and customer service expectations.)
150
Insurance Specialist Resume Examples & Samples
- Global Policy Compliance
- A professional insurance qualification is not essential, but prior experience (minimum 2 years) in accounting or finance or legal or business will be required
- A desire to learn more about insurance, risk management and the insurance market going forward is imperative
151
Internal Insurance Specialist Resume Examples & Samples
- Series 7 and Series 63 Required for role, preferred prior to hire (Candidates without must obtain within 120 days of hire)
- Life, Health and Variable Life Insurance licensing
- Travel less than 10%
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Risk Management Insurance Specialist Resume Examples & Samples
- Maintain and approve proof of insurance for companies with whom we contact, including ERS, AAR and IRP contractors
- Report claims and changes in vehicles to insurance carriers
- Request and maintain bonds, maintain Safe Business Driving program data base
- Open and match mail, set up folders, file and request contract signature pages
- Support other Insurance Specialists
- Must communicate clearly and concisely over the phone and via e-mail to Club personnel, outside contractors and insurance brokers and companies
- Must make decisions regarding the acceptability of proof of insurance
- Must be able to keep confidentiality of certain records and information
- Must have computer skills in outlook, Word, and Excel. Access database experience is highly desired
- Must be able to navigate through an outside vendor's database
- Must have general knowledge of insurance terms and coverage
- Must have good attendance
