INSURANCE COORDINATOR SKILLS, EXPERIENCES, AND JOB REQUIREMENTS
Published: Sep 25, 2025 - The Insurance Coordinator plays a key role in managing insurance processes, including verifying benefits, analyzing policies, and calculating patient responsibility. This role requires proficiency in EHR systems, Microsoft Word, and Adobe Acrobat, along with excellent attention to detail and the ability to complete tasks accurately in a fast-paced environment. The coordinator also demands strong communication skills, teamwork, and the ability to provide quality service while handling frequent interruptions and shifting priorities.
Essential Hard and Soft Skills for an Insurance Coordinator Resume
- Insurance Verification
- Data Entry
- Claim Processing
- Report Generation
- Authorization Tracking
- Account Auditing
- Policy Management
- Payment Posting
- CRM Reporting
- Benefit Verification
- Customer Service
- Call Handling
- Team Coordination
- Detail Orientation
- Clinical Coordination
- Service Delivery
- Quotation Negotiation
- Patient Interviews
- Policy Follow-Up
- Issue Escalation

Summary of Insurance Coordinator Knowledge and Qualifications on Resume
1. BS in Health Information Management with 4 years of Experience
- Working experience with Medical Terminology
- Prior experience in a patient-care setting and/or medical billing environment
- Ability to interact with patients, families, staff, management, physicians, representatives of insurance companies and other third-party payers, as well as the general public
- Able to use a personal computer and other office automation, such as a phone, fax and copy machines
- Experience working in a dental office
- Knowledge of insurance plans (HMO/PPO)
- Experience answering the telephone
- Must have exceptional customer service skills
- Knowledge of insurance policies for home care authorizations
- Excellent interpersonal and organizational skills
- Proficiency in Microsoft Office applications, including Word, PowerPoint, Outlook, and Excel
2. BS in Insurance and Risk Management with 5 years of Experience
- Experience and proficiency with electronic filing systems (i.e., OnBase)
- Ability to adapt to and learn new technologies quickly
- Experience with the Microsoft suite, including Word, Access, and PowerPoint, with advanced MS Excel skills
- Work experience or internship with an in-house insurance program or insurance carrier
- Experience in higher education or not-for-profit business environments
- Work experience in the insurance industry
- Working experience in Dolphin Management or other dental software
- Provide support to the team by producing and modifying various spreadsheets
- Excellent written and verbal communication skills
- Knowledge of commercial insurance terminology
3. BA in Sociology with 7 years of Experience
- Working experience in insurance benefits, eligibility and coverage
- Must be customer service focused (internal and external)
- Excellent attention to detail, organizational and interpersonal skills
- Knowledge of dental/medical insurances, insurance processes, billing/healthcare compliance and insurance guidelines, rules, regulations and requirements
- Working knowledge of prior authorizations, insurance verification, including accurate and timely communication to internal team members and patients regarding eligibility, benefits and coverage
- Expert attention to detail
- Ability to effectively communicate technical information, aptitude and willingness to learn and drive change
- Must have Dental coder certification (CDC)
- Medical/dental insurance verification or financial coordination experience in a fast-paced dental/medical healthcare setting
- Knowledge of Medicare and commercial insurance regulations, guidelines and applicable federal/state healthcare laws
- Expert knowledge of AxiUm software
- Working knowledge of third-party billing
4. BA in Healthcare Administration with 3 years of Experience
- Must possess excellent written and verbal communication skills
- Able to maintain productivity in a high-volume environment
- Outstanding positive attitude and demeanor
- Strong interpersonal and relationship-building skills
- Knowledge of all company policies and rules
- Ability to multitask and work in a fast-paced environment
- Prior working experience in the insurance industry and property/tenant claims
- Ability to use Excel and run/format reports
- Prior experience in insurance renewals
5. BS in Public Health with 6 years of Experience
- Experience working with insurance
- Strong understanding of insurance benefits, policies and regulations, as well as how a policy pays and how to calculate what a patient will owe for services rendered
- Proficient computer skills with experience working in an EHR
- Excellent attention to detail
- Strong verbal and written communication skills
- Ability to work well in a team atmosphere
- Strong working knowledge of Microsoft Word and Adobe Acrobat
- Ability to work with a variety of personality types
- Good customer service skills
- Ability to work with frequent distractions, and still be able to correctly complete the task at hand
- Must be able to prioritize tasks and maintain scheduled team appointments