Job Summary: 

• Maintain accurate, timely and thorough documentation regarding verification and account activity, which includes pre-cert notes and task icon notes for any pending.
• Thorough knowledge and understanding of medical insurance and how to obtain information from insurance companies.
• Responsible for handling inbound calls regarding insurance claims, billing issues and eligibility of benefits.
• Maintain confidentiality of company, client and patient information.
• Assist in compiling and updating reference guides for different carriers.
• Monitor the assigned daily worklist and email group to ensure no requests are missed.
• Foster communication between the verification department and imaging facilities.
• Help improve workflow and quickly resolve any issues.

Skills on Resume:

• Accurate Documentation (Hard Skills)
• Insurance Knowledge (Hard Skills)
• Call Handling (Hard Skills)
• Confidentiality Maintenance (Soft Skills)
• Reference Guides (Hard Skills)
• Worklist Monitoring (Hard Skills)
• Team Communication (Soft Skills)
• Workflow Improvement (Soft Skills)

Job Summary: 

• Sell using consultative sales techniques.
• Identify prospective customers using established lead methodologies for new business.
• Counsel and advise prospects and policyholders on matters of insurance coverage that are tailored to their specific situational needs.
• Develop and maintain business relationships.
• Make presentations to decision-makers of corporations.
• Establish or maintain an Affinity relationship.
• Participate in various incentive programs and contests designed to drive sales and exceed production goals.
• Exceed sales goals for volume of quality new business quoted and written within company guidelines.

Skills on Resume:

• Consultative Selling (Soft Skills)
• Lead Prospecting (Hard Skills)
• Insurance Advising (Hard Skills)
• Relationship Building (Soft Skills)
• Business Presentations (Hard Skills)
• Affinity Management (Soft Skills)
• Incentive Participation (Soft Skills)
• Sales Achievement (Hard Skills)

Job Summary: 

• Learn the ins and outs of Medicare and use knowledge to assist patients with navigating insurance issues.
• Serve as an internal resource in the clinic on insurance questions for physicians and staff.
• Assist patients in navigating the healthcare system, help patients resolve medical bills inside and outside of Oak Street Health (advocate for the patient).
• Gain the trust of Oak Street Health patients in an effort to properly advise them in their healthcare coverage.
• Manage the welcome visit and orientation process for new Oak Street Health patients.
• Assist patients with applying for public benefits, such as Public Aid, free phones, and Extra Help for prescription drugs.
• Support the clinic management team on operational activities, including scheduling and billing.
• Provide exceptional customer service.
• Foster patient engagement through the design and execution of events, including center tours.

Skills on Resume:

• Medicare Knowledge (Hard Skills)
• Insurance Resource (Hard Skills)
• Patient Advocacy (Soft Skills)
• Trust Building (Soft Skills)
• Onboarding Management (Hard Skills)
• Benefits Assistance (Hard Skills)
• Operational Support (Hard Skills)
• Customer Service (Soft Skills)

Job Summary: 

• Follow all procedures and protocols for the work area for a clean, compliant claim submission.
• Evaluate and investigate appropriate action to be taken in order to reconcile the receivable with department goals.
• Follow all federal regulations, including CMS guidelines and HIPAA, in addition to various third-party regulations as they apply to claims submission and resolution.
• Resolve issues using multiple systems, including XIFIN, Excellian, and insurance websites.
• Create cases within the billing software.
• Review orders and identify the correct patient, billing direction and insurance information.
• Assess and react effectively to unique accession needs.
• Accept change as the medical industry changes with new legislation.
• Understand follow-up worklists from a technical viewpoint and ensure the billing makes sense.
• Work the MSO billing as a part of the complete send-out testing work that is not performed in-house.
• Resolve issues using multiple systems, including XIFIN, Excellian, and insurance websites for more complex billing workflows and concerns.

Skills on Resume:

• Clean Claim Submission (Hard Skills)
• Receivable Reconciliation (Hard Skills)
• Regulatory Compliance (Hard Skills)
• System Navigation (Hard Skills)
• Case Creation (Hard Skills)
• Order Review (Hard Skills)
• Accession Assessment (Hard Skills)
• Adaptability (Soft Skills)

Job Summary: 

• Notify account reps to help resolve complex customer issues.
• Monitor reports to identify trends or problems and bring them forward to the appropriate party.
• Monitor reports and resolutions of accounts that are at risk for write-offs, including timely filing of reports, TPSTMT reports, etc.
• Work with other billing departments within Allina Health for “shared” patients as well as contracting rules and expectations.
• Contact the techs on the bench to clarify workflow questions/concerns or workflow failures.
• Responsible for the Affiliate MSO report and/or the various Mayo billing reports that ensure accurate billing.
• Works next level of follow-up tasks, including but not limited to miscellaneous follow-ups.
• Attend and participate in department and team staff meetings, as well as 3rd party payer meetings and other department meetings.
• Train and mentor others in the work area.
• Assist in the development and training of materials in the work area.

Skills on Resume:

• Issue Resolution (Soft Skills)
• Report Monitoring (Hard Skills)
• Account Risk Management (Hard Skills)
• Cross-Department Collaboration (Soft Skills)
• Workflow Clarification (Soft Skills)
• Billing Reports (Hard Skills)
• Follow-Up Management (Hard Skills)
• Training And Mentoring (Soft Skills)

Job Summary: 

• Ensure timely and appropriate investigation, evaluation, and reporting of claims.
• Oversee the entire lifecycle of assigned claims following established claims handling strategies.
• Work directly with the TPA and the broker to investigate and expedite claims.
• Work cross-functionally with all support departments to investigate Auto, General Liability, Worker Compensation, and Occupational Accident claims.
• Actively participate and proactively drive improvements.
• Help develop and implement product and Help Center changes.
• Ensure a positive user experience when accidents occur and promote self-service on the platform.
• Manage and oversee the DocuSign, Google/Excel spreadsheets, and Box Folders to ensure streamlined classification.

Skills on Resume:

• Claims Investigation (Hard Skills)
• Claims Oversight (Hard Skills)
• TPA Collaboration (Soft Skills)
• Cross-Functional Work (Soft Skills)
• Process Improvement (Soft Skills)
• Product Support (Hard Skills)
• User Experience (Soft Skills)
• Data Management (Hard Skills)

Job Summary: 

• Responsible for acquiring and strengthening Corporate Relationships.
• Facilitate acquisition of the entire gamut of banking products from a portfolio of key corporates.
• Drive acquisition of new corporates with a view to expanding the target market within approved segments.
• Maximize revenue potential from the portfolio of corporates by deepening existing relationships.
• Responsible for leading initiatives like market sizing, increasing penetration in existing corporates, and perceptual scale-driven micro-marketing activities.
• Acquire new corporates to increase the sourcing pool and other cross-sell products.
• Make a defined number of visits per mapped corporate per month.
• Call Memo on SharePoint to be used to keep track of visits and visit notes.
• Re-initiate relationship with profitable inactive corporates.
• Increase acquisition from mapped split corporates.
• Increase penetration in the mapped corporate through facilitating the acquisition of customers with higher salaries.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
• Drive compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior.
• Conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills on Resume: 

• Relationship Management (Soft Skills)
• Product Acquisition (Hard Skills)
• Market Development (Hard Skills)
• Revenue Growth (Hard Skills)
• Market Penetration (Hard Skills)
• Client Acquisition (Hard Skills)
• Risk Assessment (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Insurance billing follow-up in compliance with government rules and regulations.
• Submit, process, and resolve claim rejections and denials.
• Verify patient insurance eligibility for denial resolution.
• Complete the appeal process.
• Monitor and follow up on unpaid balances.
• Resolve issues and resubmit for payment.
• Utilize resources to reconcile accounts.
• Perform demographic and insurance coverage updates on accounts and bill new insurance.
• Contact insurance companies to obtain the status of outstanding claims and submitted appeals.
• Provide professional billing support.
• Assist in training and mentoring to ensure compliance with established processes.
• Provide education or feedback to operational sites and other departments within Revenue Cycle Management (RCM).
• Participate in process improvement initiatives to improve efficiencies and customer service expectations.
• Monitor, identify, and communicate trend analysis.

Skills on Resume:

• Billing Compliance (Hard Skills)
• Claims Resolution (Hard Skills)
• Eligibility Verification (Hard Skills)
• Appeals Management (Hard Skills)
• Balance Follow-Up (Hard Skills)
• Account Reconciliation (Hard Skills)
• Billing Support (Soft Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Coordinate real estate closings.
• Communicate accurately and punctually with clients, lenders and others.
• Effectively deliver and manage pre-closing, closing, and post-closing activities.
• Review/Approve residential Settlement Statements and/or Closing Disclosure and other closing documents.
• Coordinate the signing of closing documents as directed by the parties to the transaction.
• Approve disbursements in accordance with parties’ instructions and applicable law.
• Comply with documents, contracts, settlement statements, closing disclosures, mortgages, deeds and title policies.
• Work collaboratively with all stakeholders, including but not limited to back office operations teams, client, lender, Realtors, Buyers and Sellers.

Skills on Resume:

• Closing Coordination (Hard Skills)
• Client Communication (Soft Skills)
• Closing Management (Hard Skills)
• Document Review (Hard Skills)
• Document Signing (Hard Skills)
• Disbursement Approval (Hard Skills)
• Contract Compliance (Hard Skills)
• Stakeholder Collaboration (Soft Skills)

Job Summary: 

• Perform general administrative duties such as typing, copying, and answering phones.
• Interact with clients regarding policy payments, claim questions, etc.
• Quote insurance policies for additional cash and brokered home sales, as well as tenant (renter’s) policies.
• Maintain insurance carrier information, warranty premium payment schedules, and various spreadsheets.
• Prepare, print, or export spreadsheets.
• Complete and maintain files for various documents.
• Maintain insurance software, ensuring to download updates.
• Maintain agent and agency licenses.
• Update and maintain the Bright Insurance manual.
• Assist with organizing and maintaining the office area to ensure an efficient working environment.
• Create flyers and notices.
• Research and assist with resolving customer issues.

Skills on Resume:

• Administrative Support (Hard Skills)
• Client Interaction (Soft Skills)
• Policy Quoting (Hard Skills)
• Data Management (Hard Skills)
• File Maintenance (Hard Skills)
• Software Maintenance (Hard Skills)
• License Management (Hard Skills)
• Customer Issue Resolution (Soft Skills)

Job Summary: 

• Responsible for general office duties, including but not limited to filing, scanning, printing, and data entry in support of all other insurance specialists.
• Achieve assigned goals (resolutions, account review quality, productivity standards specified by line of business).
• Perform account research and route accounts through appropriate client workflows.
• Complete timely follow-up on assigned accounts.
• Perform account research and document findings in a detailed manner.
• Prepare and make appropriate requests for adjustment, billing, or appropriate review according to workflow or job aid directive.
• Communicate effectively with insurance companies for payment.
• Understand the next steps needed to reach a resolution of the insurance balance.
• Ensure strong communication skills to convey intricate account information.

Skills on Resume:

• Office Administration (Hard Skills)
• Goal Achievement (Soft Skills)
• Account Research (Hard Skills)
• Account Follow-Up (Hard Skills)
• Adjustment Requests (Hard Skills)
• Insurance Communication (Soft Skills)
• Balance Resolution (Hard Skills)
• Information Communication (Soft Skills)

Job Summary: 

• Ensure all accounts are worked within client standards and Federal Regulations.
• Maintain high-quality account handling per client standards.
• Work within federal, state, department/division and all Compliance Policies.
• Maintain clear, concise and accurate documentation of all attempts and/or contacts made and received for accounts in accordance with company and client specifications.
• Maintain continuing education, training in industry career development.
• Maintain current knowledge of and comply with all federal and state rules and regulations governing phone calls and collections, including HIPAA, FDCPA, Privacy Act, FCRA, etc.
• Attend training sessions as directed by management. 
• Integrate information obtained through training sessions and policy changes immediately into the daily routine.

Skills on Resume:

• Account Management (Hard Skills)
• Quality Assurance (Hard Skills)
• Compliance Knowledge (Hard Skills)
• Accurate Documentation (Hard Skills)
• Career Development (Soft Skills)
• Regulatory Knowledge (Hard Skills)
• Training Participation (Soft Skills)
• Policy Integration (Soft Skills)

Job Summary: 

• Act as an advocate for customers in relation to insurance benefit verification.
• Obtain and secure authorization or pre-certifications required for patients to acquire Atos Medical products.
• Verify the accuracy and completeness of patient account information.
• Ensure information obtained is complete and accurate, applying acquired knowledge of Medicare, Medicaid, and third-party payer requirements/online eligibility systems.
• Contact insurance carriers to obtain benefit coverage, policy limitations, authorization/notification, and pre-certifications for customers.
• Follow up with physician offices, customers and third-party payers to complete the pre-certification process.
• Request medical documentation from providers, not limited to nurse case reviewers and clinical staff, to build on claims for medical necessity.
• Collaborate with internal departments to provide account status updates, coordinate the resolution of issues, and appeal denied authorizations.
• Educate customers, staff and providers regarding referral and authorization requirements, payer coverage, eligibility guidelines, documentation requirements, and insurance-related changes or trends.
• Verify that all products that require prior authorizations are complete.
• Update customers and the customer support team on the status.

Skills on Resume:

• Customer Advocacy (Soft Skills)
• Pre-Certification (Hard Skills)
• Account Verification (Hard Skills)
• Payer Knowledge (Hard Skills)
• Insurance Communication (Soft Skills)
• Physician Coordination (Soft Skills)
• Documentation Management (Hard Skills)
• Insurance Education (Soft Skills)

Job Summary: 

• Assist in coordinating peer-to-peer if required by the insurance payer.
• Notify patient accounts staff/patients of insurance coverage lapses, and self-pay patient status.
• Notify the customer support team.
• Maintain knowledge of and reference materials of the following: Medicare, Medicaid and third-party payer requirements, guidelines and policies, insurance plans requiring pre-authorization and a list of current accepted insurance plans.
• Inquire about gap exception waiver from out-of-network insurance payers.
• Educate medical case reviewers at Insurance Companies about the diagnosis and medical necessity of Atos Medical products.
• Obtain single case agreements when requesting an initial authorization with out-of-network providers.
• Complete all Insurance Escalation requests and within department guidelines for turnaround time.
• Answer incoming calls from insurance companies and customers and about the insurance verification process using appropriate customer service skills and in a professional, knowledgeable, and courteous manner.
• Participate in surveys conducted by authorized inspection agencies.

Skills on Resume:

• Peer Coordination (Soft Skills)
• Coverage Notification (Hard Skills)
• Payer Knowledge (Hard Skills)
• Gap Exception Handling (Hard Skills)
• Medical Necessity Education (Soft Skills)
• Case Agreement (Hard Skills)
• Escalation Management (Hard Skills)
• Customer Service (Soft Skills)

Job Summary: 

• Verify insurance coverage by phone, online, or through E1 (electronic system) transactions for new patients and/or changes in coverage.
• Maintain confidentiality of information at all times.
• Assist patients with understanding their pharmacy benefits and available resources.
• Educate patients regarding the availability of alternative insurance options, such as providing Medicare Part D assistance and education.
• Assist when insurance coverage changes between companies or to Medicare, and/or refer patients to a social worker.
• Answer patients’ questions regarding insurance coverage.
• Provide contact center customer service support related to insurance inquiries.
• Refer escalated questions/situations to a supervisor or appropriate department (such as Billing to address a Billing error), or if a patient wants to opt out of the program.
• Input and update insurance information related to pharmacy benefits (i.e, Medicare Part D, Commercial Plans and State Medicaid, etc).
• Ensure Pharmacy claim rejections are resolved to allow for the timely shipping of medications.

Skills on Resume:

• Coverage Verification (Hard Skills)
• Confidentiality (Soft Skills)
• Pharmacy Benefit Support (Hard Skills)
• Insurance Education (Soft Skills)
• Coverage Transition Assistance (Soft Skills)
• Patient Support (Soft Skills)
• Customer Service (Soft Skills)
• Claim Resolution (Hard Skills)

Job Summary: 

• Contact payers to gather benefit coverage information and resolve third-party rejections on claims.
• Work on a backlog of rejected claims for timely resubmission.
• Work to meet the agreed-upon service level agreements and or key performance indicators.
• Monitor all patients’ insurance information to ensure that it is updated and accurate.
• Address any identified anomalies or discrepancies, research and answer questions.
• Collaborate and communicate with Fresenius Kidney Care clinic partners.
• Complete work within authorized time to assure compliance with departmental standards.
• Review and comply with the Code of Business Conduct and all applicable company policies and procedures, local, state and federal laws and regulations.
• Assist with various projects as assigned by the direct supervisor.

Skills on Resume: 

• Payer Communication (Soft Skills)
• Claim Resubmission (Hard Skills)
• Performance Monitoring (Hard Skills)
• Insurance Accuracy (Hard Skills)
• Discrepancy Resolution (Hard Skills)
• Clinic Collaboration (Soft Skills)
• Standards Compliance (Hard Skills)
• Project Support (Soft Skills)

Job Summary: 

• Effectively manages assigned insurance receivables to achieve business line expectations.
• Exceed productivity standards as outlined by the business line.
• Exceed a minimum of 85% work quality scoring and accuracy on all accounts worked.
• Complete timely follow-up on assigned accounts to ensure no cash loss.
• Exceed monthly cash expectations as set out for the assigned client receivables 
• Ensure insurance accounts are resolved within 90 days of placement.
• Work with minimal oversight to meet outlined goals.
• Act as a knowledge resource for team members.

Skills on Resume:

• Receivables Management (Hard Skills)
• Productivity Achievement (Soft Skills)
• Quality Assurance (Hard Skills)
• Account Follow-Up (Hard Skills)
• Cash Goals (Hard Skills)
• Timely Resolution (Hard Skills)
• Independent Work (Soft Skills)
• Team Support (Soft Skills)

Job Summary: 

• Handle weekly, monthly, quarterly, and annual billing verification and transactions related to employee benefits and provider services.
• Liaise with HR and Finance staff, insurance brokers, carriers, and others in the administration of insurance benefits.
• Audit and reconcile internal data and reports pertaining to insurance coverages and premiums, invoices, and other records.
• Initiate ACH payment from agency retirees for insurance, health reimbursement arrangement transitions, etc., in accordance with agency policy and plan requirements.
• Provide monthly reconciliation to Finance.
• Compare payroll deduction information to enrollment selections for newly-hired and terminating employees.
• Assist with ongoing updates to employee benefits.
• Provide support for annual open enrollment and monthly onboarding processes.
• Assist in establishing and pursuing agency benefit goals and objectives, considering benefit options, creating insurance-related requests for proposals, and assessing vendor proposals in light of agency objectives.

Skills on Resume:

• Billing Verification (Hard Skills)
• Benefits Administration (Hard Skills)
• Data Reconciliation (Hard Skills)
• Payment Processing (Hard Skills)
• Payroll Comparison (Hard Skills)
• Benefits Updates (Hard Skills)
• Open Enrollment Support (Soft Skills)
• Vendor Assessment (Soft Skills)

Job Summary: 

• Responsible for providing professional, accurate and timely insurance verification, ensuring authorization requirements are met per payor guidelines and preregistration for scheduled outpatient services.
• Additional responsibilities include accurate and timely notification of admission or observation status according to payor guidelines for inpatient and observation services, and accurate and timely indexing of all incoming orders.
• Verify insurance eligibility and benefits for scheduled services or the service being provided.
• Accurate calculation of the patient’s estimated responsibility for scheduled services.
• Determine authorization/referral requirements according to payor guidelines.
• Validate all authorizations/referrals according to established guidelines.
• Determine if scheduled service is medically necessary according to payor guidelines.
• Adhere to all documentation standards.
• Educate patients on insurance benefits and financial responsibility effectively.

Skills on Resume:

• Insurance Verification (Hard Skills)
• Authorization Management (Hard Skills)
• Order Indexing (Hard Skills)
• Eligibility Verification (Hard Skills)
• Cost Estimation (Hard Skills)
• Medical Necessity Review (Hard Skills)
• Documentation Standards (Hard Skills)
• Patient Education (Soft Skills)

Job Summary: 

• Assist the staff representative to the Residual Market Committee (RMC) and Commercial Automobile Committee (CAC).
• Attend and assist in conducting RMC and CAC regular Task Force and work group meetings and prepare agendas, minutes and related exhibits.
• Serve as Plan Services State Leader for assigned states.
• Draft Uniform Plan amendments and maintain Uniform Plan documents.
• Draft state-specific versions of the Uniform Plan amendments.
• Manage roll-out of multi-state amendments to state plans.
• Analyze business issues confronting the residual market.
• Prepare issue analysis, proposals, applications and other plan-related forms, exhibits, presentations and information releases.
• Provide consultation and training to other departments and regional offices.
• Respond to inquiries from Insurance Departments, AIPSO subscribers and State Plans.
• Participate in AIPSO Orientation Programs for Board Members, Technical Committee Members, Governing Committee Members, Subscribers, Plans, and Trade Associations.

Skills on Resume:

• Committee Support (Soft Skills)
• Meeting Coordination (Soft Skills)
• State Leadership (Soft Skills)
• Plan Documentation (Hard Skills)
• Amendment Management (Hard Skills)
• Business Analysis (Hard Skills)
• Consultation And Training (Soft Skills)
• Stakeholder Communication (Soft Skills)

Job Summary: 

• Answer and document inbound calls, providing sales support to financial advisors and agents with annuity solutions.
• Help support submission of annuity applications by understanding licensing, training, firm, state and application requirements.
• Identify advisor needs on issues, research, and resolve requests.
• Involve other distribution business partners to resolve issues and take accountability until completion.
• Provide product illustrations and consult on annuity solutions.
• Utilize the marketing resources available to further sales opportunities.
• Identify sales opportunities on incoming calls and help cross-sell opportunities.
• Assist the distribution team with projects, calls, and marketing requests to further develop sales opportunities.
• Responsible for becoming an annuity product expert for all annuity product types, including fixed-indexed, fixed rate, MYGA, SPIA, and DIA etc.

Skills on Resume:

• Call Support (Soft Skills)
• Application Support (Hard Skills)
• Issue Resolution (Soft Skills)
• Cross-Functional Collaboration (Soft Skills)
• Product Consultation (Hard Skills)
• Sales Opportunity Identification (Soft Skills)
• Project Assistance (Soft Skills)
• Product Expertise (Hard Skills)

Job Summary: 

• Run and/or work Aging Reports, Monthly/Claim Control Work Queue Filters.
• Maintain AR over 90 days at or less than 9%.
• Work all accounts aged 30 days and greater by Insurance/Provider.
• Contact Insurance carriers to obtain claim status /confirm claims are on file and in process to pay.
• Review the explanation of benefits to ensure the claims have been processed per the contractual agreement.
• Identify any claims that have been denied and contact the carrier.
• Appropriately resolved, and appealed only if warranted.
• Resubmit any corrected claims for reimbursement, utilizing electronic methods.
• Run and/or work Denial Work List (as a supplement to claims control work queues).

Skills on Resume:

• Aging Report Management (Hard Skills)
• AR Maintenance (Hard Skills)
• Account Follow-Up (Hard Skills)
• Carrier Communication (Soft Skills)
• EOB Review (Hard Skills)
• Denial Management (Hard Skills)
• Claim Resubmission (Hard Skills)
• Appeals Handling (Hard Skills)

Job Summary: 

• Responsible for tasks in the office for denials related to no authorization, and the Coding Dept for denials related to diagnosis/CPT conflicts, etc.
• Review and work on all clinical tasks within 2 business days.
• Run and work the Unbilled Items report weekly.
• Review any claims/charges that are unbilled due to being placed on either ailment or task hold.
• Follow up on any tasks/communications with office staff regarding charges on hold (missing authorizations/number of units/NDC#, etc.).
• Prepare for Monthly Divisional Meetings.
• Maintain a list of trends for review with the Supervisor during one-on-one meetings, including trends found while journal scrubbing and working denial and AR reports.
• Escalate any accounts that are problematic and difficult to obtain payment in a timely manner.

Skills on Resume:

• Denial Management (Hard Skills)
• Clinical Task Handling (Hard Skills)
• Unbilled Report Review (Hard Skills)
• Charge Follow-Up (Hard Skills)
• Meeting Preparation (Soft Skills)
• Trend Analysis (Hard Skills)
• Account Escalation (Soft Skills)
• Communication With Staff (Soft Skills)

Job Summary: 

• Meet expectations for the number of accounts worked daily for the assigned specialty.
• Work mail daily, Unbilled Items Report weekly, Denial Reports weekly, AR Reports monthly.
• Work all adjustments up to the approved level.
• Write up refund requests from Insurance carriers that do not recoup.
• Review CCI/CPT for correct billing.
• Understand the site of service differentials.
• Understand when multiple procedure payment reductions apply.
• Adhere to FMC and CBO policies and procedures.

Skills on Resume:

• Account Management (Hard Skills)
• Report Processing (Hard Skills)
• Adjustment Handling (Hard Skills)
• Refund Requests (Hard Skills)
• Billing Review (Hard Skills)
• Service Knowledge (Hard Skills)
• Payment Rules Understanding (Hard Skills)
• Policy Compliance (Soft Skills)

Job Summary: 

• Represent and lead the Customer Insurance function in various project development activities in close coordination with other departments.
• Work in cooperation with Scania’s captive Insurer to develop and manage GAP (Guaranteed Asset Protection) insurance.
• Coordinate the development of new insurance products and the sharing of best practices.
• Coordinate and cooperate with the Scania organization.
• Initiate and lead insurance business-related solutions for various IT-related projects.
• Act as a support to the BSO-Business Solution Owner (Insurance).
• Coordinate projects and processes with various Scania departments.
• Manage and administer the captive insurance programs offered to end customers, i.e., being the primary support towards the BUs for the captive insurance solutions offered in the markets.
• Arrange and coordinate sharing of knowledge and best practices with other functions and business units, either digitally or in seminars, meetings, workshops, etc.
• Manage internal administration, processes, and projects within the Customer Insurance team.

Skills on Resume:

• Customer Insurance Leadership (Soft Skills)
• Product Development (Hard Skills)
• Cross-Department Coordination (Soft Skills)
• IT Project Support (Hard Skills)
• Business Solution Support (Soft Skills)
• Captive Insurance Management (Hard Skills)
• Knowledge Sharing (Soft Skills)
• Process Administration (Hard Skills)

Job Summary: 

• Research and review all insurance plans and confirm patient benefit eligibility, including patient liabilities, clauses, riders, and secondary payor information (coordination of benefits) via internal and external resources, including contacting payor representatives.
• Review and interpret insurance group pre-certification requirements.
• Ensure proper pre-authorizations have been obtained.
• Execute online operations for specific payors to complete the pre-certification process.
• Communicate data to the HFHS Utilization Management Department for further medical review.
• Resolve discrepancies with the patient and/or family members, employers and insurance companies to assist in obtaining insurance information.
• Interview patients and/or family members.
• Advise the patient with regard to the next steps or processes for securing financial coverage.
• Review and analyze the party COB screen prior to billing to prevent claims rejection.
• Work with the patient or family member regarding outstanding COB issues.

Skills on Resume:

• Insurance Eligibility (Hard Skills)
• Pre-Certification Review (Hard Skills)
• Authorization Management (Hard Skills)
• Online Processing (Hard Skills)
• Data Communication (Soft Skills)
• Discrepancy Resolution (Soft Skills)
• Patient Interviewing (Soft Skills)
• Financial Guidance (Soft Skills)

Job Summary: 

• Review, analyze and correct COB discrepancies and other related issues.
• Ensure the integrity of the insurance information is accurate prior to discharge.
• Handle insurance questions and/or obtain information from various HFHS areas, including but not limited to clinics, physicians, patients, attorneys, employers and outside agencies via telephone or mail.
• Prepare and ensure accounts for accuracy in preparation for billing to third-party payors, utilizing several different arenas within the HFHS computer system, as well as other online systems.
• Obtain referral from the referring physician's office, prior to admission, as required by the payor.
• Maintain the status of all accounts pending verification reviews, utilizing applicable work queues, and take appropriate action to resolve accounts.
• Represent HFHS to external agencies on issues involving workers' compensation, motor vehicle accidents and/or third-party liability admissions and issues pertaining to financial policies and procedures.
• Perform functions necessary to secure referrals/authorizations on applicable encounters, maintaining an appropriate lead-time as established by departmental guidelines.
• Responsible for referring accounts to the HFHS funding source vendor when insurance cannot otherwise be secured.

Skills on Resume:

• COB Resolution (Hard Skills)
• Insurance Accuracy (Hard Skills)
• Information Gathering (Soft Skills)
• Account Preparation (Hard Skills)
• Referral Management (Hard Skills)
• Account Monitoring (Hard Skills)
• Agency Representation (Soft Skills)
• Funding Referral (Hard Skills)

Job Summary: 

• Attend client meetings with PWA as an insurance subject matter expert (SME).
• Consult with clients on their insurance needs as part of their overall financial planning.
• Assist PWAs with the preparation for client meetings through the provision of detailed analysis and modelling.
• Assist PWA with research and strategy development as part of formulating risk advice solutions for clients.
• Conduct regular training and coaching sessions with PWAs.
• Develop capability, insurance product and strategy knowledge, and make it easier for the PWA to identify and create insurance advice opportunities.
• Work closely with the administration support team and provide direction.
• Ensure advice is implemented correctly and completed in a timely manner.
• Drive risk business growth and achieve state growth targets aligned with key business drivers.

Skills on Resume:

• Client Consulting (Soft Skills)
• Insurance Analysis (Hard Skills)
• Strategy Development (Hard Skills)
• Training Coaching (Soft Skills)
• Product Knowledge (Hard Skills)
• Team Leadership (Soft Skills)
• Advice Implementation (Hard Skills)
• Business Growth (Soft Skills)

Job Summary: 

• Responsible for processing a high volume of inbound calls from clients, insureds, lenders and other internal areas.
• Provide status on existing policy to either policyholder and/or client by responding to their questions on coverage, billing, premium and procedures.
• Deviate from standard procedures to perform tasks and exception processing.
• Assist in resolving complex questions and problems resulting from customer inquiries.
• Respond to complex questions on products and procedures for clients and lower-level staff.
• Work on resolving complex system errors and identifying system problems.
• Update Policy Management System in order to maintain the data integrity of information.
• Research information in order to provide customers with accurate coverage and policy information.
• Maintain client relationships via quality customer service and timely processing of additional requests through fax/email (changes, cancellations, etc.).
• Assist in developing standard operating procedures.
• Responsible for training new employees.
• Handle difficult or escalated calls.
• Assist the supervisor and/or Team Lead in maintaining service levels.

Skills on Resume:

• Call Handling (Soft Skills)
• Policy Support (Hard Skills)
• Exception Processing (Hard Skills)
• Problem Resolution (Soft Skills)
• System Troubleshooting (Hard Skills)
• Data Management (Hard Skills)
• Customer Service (Soft Skills)
• Employee Training (Soft Skills)

Job Summary: 

• Responsible for the timely follow-up and collections of all billed, MCR, MCD, and Commercial insurance accounts by running appropriate reports, utilizing online tools, and making contact with payers over the phone.
• Update the patient account record to reflect the current actions that have been taken.
• Review EOB’s/payments and verify that accounts are being paid according to the contract.
• Sort/file correspondence and maintain items in date order.
• Responsible for working and following up on reminders daily.
• Process non-clinical appeals on accounts.
• Send requests to medical records.
• Accountable for making sure responsible parties are contacted in a timely manner.
• Process denials from insurance EOB’s weekly.
• Identify problem accounts as well as claims processing delays and escalate to management.
• Maintain various payers' bulletins and educational updates in the work area.
• Attend/participate in all available educational opportunities to stay in compliance with insurance and government regulations.

Skills on Resume:

• Account Collections (Hard Skills)
• Account Updating (Hard Skills)
• EOB Review (Hard Skills)
• Record Maintenance (Hard Skills)
• Reminder Follow-Up (Hard Skills)
• Appeals Processing (Hard Skills)
• Denial Management (Hard Skills)
• Issue Escalation (Soft Skills)

Job Summary: 

• Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads with a key focus on Non-Resident Chinese customers in Hong Kong.
• Engage end-to-end insurance service, including customer needs identification, solution recommendations, application fulfilment, and follow-up.
• Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier Non Resident Chinese customers, so that their needs are well fulfilled.
• Manage individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency.
• Establish effective working relationships with other teams within the Branch and other relevant partners that impact the client's experience of HSBC.
• Deliver a consistent approach and application of outstanding service standards.
• Build and maintain a positive team culture through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing.
• Maintain a high level of compliance with guidelines and procedures.
• Ensure self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures.

Skills on Resume:

• Lead Follow-Up (Hard Skills)
• Customer Engagement (Soft Skills)
• Insurance Advising (Hard Skills)
• Portfolio Management (Hard Skills)
• Team Collaboration (Soft Skills)
• Service Delivery (Soft Skills)
• Team Culture Building (Soft Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Meet productivity standards as outlined by the business line.
• Achieve a minimum of 85% work quality scoring and accuracy on all accounts worked.
• Meet monthly cash expectations as set out for the assigned client receivables.
• Ensure insurance accounts are resolved within 90 days of placement.
• Understand, navigate and perform research of accounts within client host systems.
• Understand patient accounting systems, allowing for ease of transition and learning of new systems as needed by the business line.
• Clearly documents actions taken and next steps for account resolution in the patient accounting system.
• Appropriately makes requests for documentation based on account needs and compliance guidelines.
• Navigate the billing system to perform basic claim billing functions.
• Clearly prepares appeals for payment to the insurance company.

Skills on Resume:

• Productivity Achievement (Soft Skills)
• Quality Assurance (Hard Skills)
• Cash Goals (Hard Skills)
• Account Resolution (Hard Skills)
• System Navigation (Hard Skills)
• Patient Accounting (Hard Skills)
• Documentation (Hard Skills)
• Appeals Preparation (Hard Skills)

Job Summary: 

• Perform support tasks directly related to claims processing.
• Handle exception items, uploading information into claim files, and fulfill requests.
• Responsible for the task done independently on the computer, and may assist with team tasks such as physical mail processing and office duties.
• Understand the end-to-end process and recommend process improvements to management.
• Report directly to the site manager.
• Responsible for reviewing and processing claims exceptions within customer proprietary systems, including designated queues and email boxes. 
• Correspond via email with internal and external customers to resolve claims exceptions.
• Process and copy physical evidence.
• Prepare documents for scanning, including opening and categorizing.
• Scan mail via a Windows-based application.
• Initiate requests for additional documents to complete policy copy requests.
• Responsible for tracking productivity daily.
• Perform various check processing tasks, including verification, tracking and deposit. 
• Report to 1299 Zurich Way, Schaumburg, IL 60196, parking is free and in a garage, which is great in bad weather.

Skills on Resume:

• Claims Support (Hard Skills)
• Exception Handling (Hard Skills)
• Independent Work (Soft Skills)
• Process Improvement (Soft Skills)
• Claims Processing (Hard Skills)
• Customer Communication (Soft Skills)
• Document Preparation (Hard Skills)
• Productivity Tracking (Hard Skills)

Job Summary: 

• Work with Advisors in the region to grow their existing clients’ share of wallet and win a greater percentage of their high net worth prospects by focusing on delivering quality insurance solutions that meet individual clients’ needs.
• Educate Advisors on insurance solutions, create customized insurance proposals for high net worth clients and be available to accompany Advisors.
• Deliver insurance solutions in client meetings.
• Collaborate with CPWM Wealth Planning Specialists (financial planners) to offer complete advice and wealth solutions to clients.
• Leverage insurance carrier specialists and wholesalers to provide subject matter expertise and present or co-present at Advisor meetings and client events.
• Act as a subject matter expert in the region on insurance products and planning concepts.
• Constantly learn about new insurance products, industry trends, regulatory requirements, tax law changes, etc.
• Work together with the insurance product support team to provide case management and design support.
• Provide a high level of communication and customer service to Advisors and their clients.
• Balance requests from different Advisors across the region and actively monitor the queue of outstanding insurance cases and the client meeting calendar.
• Speak at client events on insurance planning topics like income replacement, estate planning, charitable giving, supplemental retirement income, buy-sell agreements, key person insurance, asset repositioning strategies, etc.
• Responsible for travel to meet with advisors and their clients.
• Accountable for regional insurance revenue goals and penetration goals.

Skills on Resume:

• Client Growth (Soft Skills)
• Advisor Education (Soft Skills)
• Insurance Delivery (Hard Skills)
• Wealth Collaboration (Soft Skills)
• Expert Consultation (Hard Skills)
• Industry Knowledge (Hard Skills)
• Case Management (Hard Skills)
• Customer Service (Soft Skills)

Job Summary: 

• Partner with Premier Banking Relationship Managers.
• Provide protection plans and products advisory to clients, mainly within the high net worth segment.
• Conduct product and insurance proposition training for relationship managers to equip them with basic product knowledge.
• Conduct in-depth financial analysis for high net worth clients and tailor a personalised set of products to suit their individual needs.
• Ensure compliance with service standards and provide excellent customer service and banking experience.
• Engage in strategic planning sessions with the reporting officer.
• Plan out avenues for achieving/exceeding sales targets.
• Comply with all regulations and controls as set by the Bank and external regulatory authorities.

Skills on Resume:

• Relationship Partnership (Soft Skills)
• Product Advisory (Hard Skills)
• Training Delivery (Soft Skills)
• Financial Analysis (Hard Skills)
• Customer Service (Soft Skills)
• Strategic Planning (Soft Skills)
• Sales Achievement (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Learn and understand company insurance products.
• Receive inbound phone calls and electronic quote submissions.
• Complete applications and submit to insurance companies.
• Communicate with clients via email and over the phone/video calls.
• Answer queries, dealing with customer complaints.
• Entering data into the agency management system.
• Manage quote process flow and follow-ups.
• Track required documents to complete client files.
• Review, shopping, and processing renewals.

Skills on Resume:

• Product Knowledge (Hard Skills)
• Application Processing (Hard Skills)
• Client Communication (Soft Skills)
• Customer Support (Soft Skills)
• Data Entry (Hard Skills)
• Quote Management (Hard Skills)
• Document Tracking (Hard Skills)
• Renewal Processing (Hard Skills)

Job Summary: 

• Respond to customer inquiries about the company, platform and insurance billing features.
• Answer all inbound support emails within 60 minutes or less, continually striving for swifter response time.
• Triage incoming customer support emails to other specialty agents, answering up to 30% of all new emails.
• Schedule live customer screen-sharing sessions and phone calls.
• Investigate and troubleshoot complex issues that customers face with product and insurance billing features by utilizing intuitive problem-solving skills.
• Identify patterns in incoming support emails and keep an eye out for potential issues.
• Escalate product issues to Technical Support Specialists.
• Participate in Customer Success onboarding and education programs and efforts.
• Contribute to ambitious conversion rate goals by conducting live onboarding calls with customers in a free trial.

Skills on Resume:

• Customer Inquiry Response (Soft Skills)
• Email Support (Hard Skills)
• Ticket Triage (Hard Skills)
• Live Support (Soft Skills)
• Issue Troubleshooting (Hard Skills)
• Pattern Recognition (Hard Skills)
• Issue Escalation (Soft Skills)
• Customer Onboarding (Soft Skills)

Job Summary: 

• Increase customers' product engagement and competency through teaching live classes, conducting Q&A sessions, and facilitating demos.
• Serve as a liaison between customers and the insurance clearinghouse.
• Open internal investigations with Clearinghouse to address customers' insurance claims, payment reports, and enrollment issues.
• Hold the clearinghouse accountable to the agreed-upon SLA and to providing weekly updates for ongoing inquiries.
• Escalate clearinghouse issues to the clearinghouse's engineers.
• Maintain alignment with the larger Customer Success group and other internal stakeholders.
• Identify and report knowledge gaps in the group and work to get them added to Knowledge Systems.
• Work with Product, Engineering, Marketing, Compliance, and Partnerships groups to handle customer inquiries through inter-department collaboration.

Skills on Resume:

• Customer Training (Soft Skills)
• Clearinghouse Liaison (Soft Skills)
• Claims Investigation (Hard Skills)
• SLA Management (Hard Skills)
• Issue Escalation (Soft Skills)
• Team Alignment (Soft Skills)
• Knowledge Management (Hard Skills)
• Cross-Department Collaboration (Soft Skills)

Job Summary:              

• Work in a fast-paced, high-stress environment to ensure service level expectations are achieved at all times.
• Plan, manage, and prioritize activities to meet workload demands.
• Communicate effectively with title insurance underwriters and all internal and external customers to resolve all title situations that may arise.
• Achieve the minimum performance expectations at all times, including quality, productivity, and procedural.
• Handle customer complaints and other sensitive matters in a diplomatic and customer-friendly manner at all times.
• Understand TRID regulations, including, but not limited to, naming conventions, state laws and requirements regarding fees, etc.
• Contribute to the department's teamwork efforts.
• Build strong relationships, appreciate the abilities of team members, and promote a positive environment.
• Represent the company and department in a favorable manner, and support management's decisions.
• Actively participates in ongoing efforts to continually improve customer service for both internal and external customers.
• Become proficient in all steps of title examination, including how to create a title chain, examining deeds and mortgages, understanding taxes, understanding how to clear title, and being able to translate all results into requirements and exceptions for the title commitment.
• Strive to understand all state and underwriter requirements in all licensed states (which is currently 16) and know when they apply.

Skills on Resume:

• Time Management (Soft Skills)
• Workload Prioritization (Soft Skills)
• Title Resolution (Hard Skills)
• Performance Achievement (Hard Skills)
• Complaint Handling (Soft Skills)
• Regulatory Knowledge (Hard Skills)
• Teamwork (Soft Skills)
• Title Examination (Hard Skills)

Job Summary:        

• Develop the knowledge to be able to determine status and seek resolution for aged liens appearing on the title.
• Develop the knowledge to be able to review trust documents, POAs, Estate documents, etc., to ensure there are no title issues or problems.
• Develop the knowledge needed in order to prepare and review affidavits, including Identity, Marital Status, Continuous Marriage, Survivorship, etc.
• Develop knowledge needed to determine status and seek resolution for IRS Liens, State Specific Tax Liens, and miscellaneous judgments.
• Learn to research and resolve liens held by lenders that no longer exist.
• Understand rate tables in all licensed states and be able to prepare title insurance invoices.
• Learn to decipher property taxes, including assessments, additional fees, delinquencies and payment status.
• Understand title insurance premiums and the remittance process.
• Develop an understanding of title plants and learn to interpret the information.
• Understand endorsements, when they apply and all endorsement fees.
• Understand the title industry in terms of job knowledge and industry-related methods and practices.
• Obtain required licensing in multiple states.

Skills on Resume:

• Lien Resolution (Hard Skills)
• Document Review (Hard Skills)
• Affidavit Preparation (Hard Skills)
• Judgment Resolution (Hard Skills)
• Lien Research (Hard Skills)
• Invoice Preparation (Hard Skills)
• Tax Analysis (Hard Skills)
• Industry Learning (Soft Skills)

Job Summary: 

• Enter confidential, personal health information and financial information into a computer system with a high rate of accuracy.
• Comply with federal and local laws to ensure patient privacy.
• Run assigned provider schedules to verify that a patient’s insurance is active.
• Research all inactive patients and note SRS to alert.
• Contact patients and request updated insurance information.
• Verify insurance benefits directly with insurance providers.
• Help ensure correct insurance information is entered in CPS.
• Check tickets and verify that the correct insurance is attached to the claim.
• Maintain information relative to insurance programs and funding sources.
• Calculate patient liability according to verification of insurance benefits, collect deposits, and co-payments.

Skills on Resume:

• Data Entry (Hard Skills)
• Privacy Compliance (Hard Skills)
• Schedule Verification (Hard Skills)
• Patient Outreach (Soft Skills)
• Insurance Verification (Hard Skills)
• Information Accuracy (Hard Skills)
• Claim Validation (Hard Skills)
• Payment Collection (Soft Skills)

Job Summary: 

• Collect and apply payments to patient accounts in the system.
• Process credit card and Care Credit payments.
• Initiate and complete Insurance referrals for assigned providers.
• Respond to SRS messages, patients, and fellow employees’ questions and concerns in a professional manner.
• Research and work collection/bad debt accounts.
• Assist patients in completing consent forms.
• Research and enter MVA accounts.
• Research bankruptcy accounts.
• Cover for other employees when out of the office.
• Answer questions for various departments.

Skills on Resume:

• Payment Processing (Hard Skills)
• Referral Management (Hard Skills)
• Professional Communication (Soft Skills)
• Debt Collections (Hard Skills)
• Patient Assistance (Soft Skills)
• Account Research (Hard Skills)
• Team Coverage (Soft Skills)
• Department Support (Soft Skills)

Job Summary: 

• Manage the underwriting information collection process, assess data, provide advice, and prepare market submission documentation for a specific non-life insurance program.
• Provide support to the Director of Insurance in preparing and negotiating terms and conditions for Fugro’s global non-life insurance program.
• Assist in claim management, working with service providers at various levels.
• Prepare and develop Fugro’s corporate insurance management guidelines and reporting.
• Sustain the long-term relationship with key international insurance markets.
• Assist with the selection, management, and review of service providers.
• Ensure delivery of quality service and optimal costs.
• Responsible for handling inbound/outbound calls regarding eligibility or authorization.

Skills on Resume:

• Information Collection (Hard Skills)
• Market Submission (Hard Skills)
• Claims Support (Hard Skills)
• Guideline Development (Hard Skills)
• Relationship Management (Soft Skills)
• Vendor Management (Soft Skills)
• Service Delivery (Soft Skills)
• Eligibility Support (Hard Skills)

Job Summary: 

• Manage renewal of the Company’s domestic and foreign primary casualty insurance program, workers’ compensation owner-controlled insurance program, cargo insurance program, and corporate insurance program (directors and officers liability, fiduciary liability, crime, etc.).
• Prepare underwriting submissions, negotiation of renewal terms, and review/audit all documentation related to the same.
• Negotiate renewal terms with Chevron’s and Phillips 66’s captive insurance companies for the global excess liability, U.S. TRIA terrorism, and umbrella liability insurance programs, including preparation of applications and underwriting submissions, calculating the programs’ premiums, policy wordings, and other documentation for execution by the captives.
• Manage renewal of various joint venture company insurance programs, including preparation of underwriting submissions, negotiation of renewal terms, and review/audit all documentation related to the same.
• Prepare the Company’s and joint venture companies’ annual insurance premium budgets.
• Prepare the monthly premium and loss allocation spreadsheet.
• Review indemnity and insurance provisions in vendor and customer agreements.
• Process credit card and Care Credit payments.

Skills on Resume:

• Program Renewal (Hard Skills)
• Term Negotiation (Soft Skills)
• Joint Venture Insurance (Hard Skills)
• Budget Preparation (Hard Skills)
• Premium Allocation (Hard Skills)
• Contract Review (Hard Skills)
• Documentation Audit (Hard Skills)
• Payment Processing (Hard Skills)

Job Summary: 

• Responsible for delivering excellent service.
• Responsible for supporting the branch network.
• Engage and discover customer insurance needs.
• Deepen customer relationships with the bank by providing insurance solutions that meet customer needs.
• Assist the line manager in uplifting teammates’ selling skills and facilitating daily management tasks.
• Protect the bank through vigilance against fraud, knowing customers, adhering to regulations and policies and minimising operational risk.
• Create, place, and manage workshop orders.
• Assist team members in managing carrier appointments and certifications for new and existing agents.
• Perform clerical duties such as data entry, generating reports, editing documents, managing a filing system, and updating internal resources such as spreadsheets, CRM, etc.

Skills on Resume:

• Customer Service (Soft Skills)
• Branch Support (Soft Skills)
• Needs Discovery (Soft Skills)
• Relationship Building (Soft Skills)
• Team Support (Soft Skills)
• Risk Management (Hard Skills)
• Order Management (Hard Skills)
• Clerical Support (Hard Skills)

Job Summary: 

• Serve as frontline support to brokers for pre-sale inquiries.
• Provide ongoing coaching and training to brokers on how to prospect efficiently using HUB Masterworks programs, how to incorporate a sales process in client meetings, HUBLINK and carrier software.
• Provide recommendations on differences between products and carriers based on advisors’ completed needs analysis.
• Review active cases with the broker and present the best possible solution using illustrations, comparisons and marketing materials.
• Participate in insurance carrier training to stay informed and up to date on new carrier products and industry updates.
• Maintain and develop relationships with brokers.
• Complete timely follow-up on assigned accounts.
• Perform account research and document findings in a detailed manner.
• Attend training sessions as directed by management.

Skills on Resume:

• Broker Support (Soft Skills)
• Coaching Training (Soft Skills)
• Product Recommendations (Hard Skills)
• Case Review (Hard Skills)
• Industry Knowledge (Hard Skills)
• Relationship Management (Soft Skills)
• Account Follow-Up (Hard Skills)
• Continuous Learning (Soft Skills)

Job Summary: 

• Close the life insurance business in accordance with defined targets.
• Provide customer-centric insurance advisory services to prospects and leads.
• Assist in the development of internal sales tools and tactics.
• Maintain good client relationships.
• Assist the District with the implementation of sales strategies in order to achieve the insurance business target.
• Assist the branch sales staff in the provision of professional wealth management services, strengthening customer relationships and providing support on insurance business.
• Assist in enhancing the insurance business productivity of the District by sharing experience and cooperating with the branch sales staff.
• Respond to inquiries regarding insurance availability, eligibility, coverages and policy changes in a timely manner.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Utilize technology to conduct business on a daily basis.

Skills on Resume:

• Business Closing (Hard Skills)
• Insurance Advisory (Soft Skills)
• Sales Support (Hard Skills)
• Client Relationships (Soft Skills)
• Strategy Implementation (Soft Skills)
• Wealth Support (Soft Skills)
• Productivity Enhancement (Soft Skills)
• Lead Development (Hard Skills)

Job Summary: 

• Responsible for gathering customer information.
• Support crop insurance agents through high-quality work.
• Verify documents for accuracy.
• Work with maps of customers' farming operations.
• Perform administrative duties such as preparing mailings, maintaining electronic customer files, and answering phones.
• Represent and communicate the values, purpose, and mission of Northwest FCS.
• Ensure timely and consistent communication between the firm, carriers and clients.
• Responsible for including but not limited to evaluating different insurance exposures, getting appropriate quotes, meeting with managers, partners, or clients, preparing summaries of insurance, processing renewals, and ensuring premiums are paid.
• Assist in managing any and all insurance-related claims.

Skills on Resume:

• Customer Information (Hard Skills)
• Agent Support (Soft Skills)
• Document Verification (Hard Skills)
• Map Review (Hard Skills)
• Administrative Support (Hard Skills)
• Value Communication (Soft Skills)
• Insurance Processing (Hard Skills)
• Claims Assistance (Soft Skills)

Job Summary: 

• Create a family legacy for new and existing clients.
• Develop needs-based plans for clients.
• Respond to and resolve all client inquiries with care.
• Adhere to industry and company standards and procedures.
• Grow business with mentors' support.
• Work with great people every day.
• Oversee a specialized group of accounts within the Insurance Department and handle all accounts that have a property damage claim against the vehicle.
• Protect Credit Acceptance’s interest in the account by ensuring the name is listed on any Insurance settlement check that may be issued for repairs to a vehicle or for a total loss of the vehicle.
• Handle a specialized group of accounts within the Insurance Department.
• Process all paperwork necessary to complete GAP claims for consumers who have purchased supplemental GAP Insurance with their vehicles.
• Protect Credit Acceptance’s interest and ensure Credit Acceptance receives any proceeds issued by the Insurance Companies.

Skills on Resume:

• Legacy Planning (Soft Skills)
• Needs Assessment (Hard Skills)
• Client Support (Soft Skills)
• Standards Compliance (Hard Skills)
• Business Growth (Soft Skills)
• Team Collaboration (Soft Skills)
• Claims Handling (Hard Skills)
• GAP Processing (Hard Skills)

Job Summary: 

• Supervise all insurance claims in line with insurance policies.
• Monitor the performance of Health and general Insurance cover and report any cases of abuse.
• Maintain careful up-to-date records of all relevant insurable assets, including buildings, plant, equipment, vehicles and special risks, and obtain specialist advice on values and unusual exposure to loss.
• Maintain records of claims history for relevant policies and identify any significant trends (good or bad) for the attention of line management.
• Ensure information for renewals and declarations of externally insured policies is collected and reported within timescales.
• Communicate with Insurance brokers to obtain information necessary for processing claims.
• Effectively communicating treatment plans and any changes in treatment plans.
• Answer questions related to treatment plans to get approval for services.
• Coordinate insurance benefits and make financial arrangements, including verifying insurance options and limitations.
• Book appointments, answer general questions, and offer other associated support.

Skills on Resume:

• Claims Supervision (Hard Skills)
• Insurance Monitoring (Hard Skills)
• Asset Records Management (Hard Skills)
• Claims Analysis (Hard Skills)
• Renewal Reporting (Hard Skills)
• Broker Communication (Soft Skills)
• Treatment Communication (Soft Skills)
• Benefit Coordination (Hard Skills)