INSURANCE SPECIALIST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Sep 29, 2025 - The Insurance Specialist has experience in administrative and billing tasks, as well as working with medical insurance and durable medical equipment (DME), including orthotics and diabetes-related services. This role requires excellent customer service abilities, strong verbal and written English communication, and proficiency in MS Word, Excel, Outlook, data entry, and accurate typing at a minimum of 30 WPM. The specialist also demonstrates solid math skills, a strong attendance record, and the ability to work effectively with culturally diverse clients and team members.

Essential Hard and Soft Skills for a Standout Insurance Specialist Resume
  • Insurance Knowledge
  • Claims Resolution
  • Regulatory Compliance
  • Data Management
  • Account Management
  • Documentation Accuracy
  • Eligibility Verification
  • Sales Achievement
  • Product Knowledge
  • Policy Quoting
  • Customer Service
  • Relationship Building
  • Problem Resolution
  • Team Collaboration
  • Communication Skills
  • Adaptability
  • Training Mentoring
  • Process Improvement
  • Client Consulting
  • Trust Building

Summary of Insurance Specialist Knowledge and Qualifications on Resume

1. BA in Healthcare Administration with 3 years of Experience

  • General insurance knowledge of ICBC systems, such as Policy Center.
  • Excellent interpersonal, communication and presentation skills, both verbal and written.
  • Must have client-focused and confirmed relationship-building skills.
  • Ability to work collaboratively as a key member of a team and independently with minimum supervision.
  • Meticulous attention to detail, refined organizational skills and the ability to multitask.
  • Proven ability to prioritize challenging requirements and deadlines under pressure.
  • Must have strong computer skills.
  • Proficient with the Microsoft Office Package.

2. BA in Business Administration with 2 years of Experience

  • Prior medical office insurance verification experience.
  • Must have Customer Service experience.
  • Professional appearance and demeanor.
  • Knowledge of HMO, PPO, Government, Work Comp, LOP and PIP Insurances.
  • Must be articulate, professional, and have excellent customer service skills.
  • Excellent verbal and written communication skills.
  • Must have multi-tasking skills.
  • Must be reliable, flexible and motivated.
  • Must be bilingual (English/Spanish).
  • Familiarity with current software packages such as Microsoft Word, Excel, Outlook, Vision on Demand, Centricity, Healthpac and FUJI RIS, MERGE RIS.
  • Knowledge of ICD-9 and ICD-10.

3. BS in Nursing with 4 years of Experience

  • Experience from the Insurance Industry.
  • Experience from leading projects and good knowledge of Project Management concepts.
  • Knowledge of Motor Insurance.
  • Professional proficiency in English, written and spoken.
  • Strong social skills and a well-developed ability to create a professional network.
  • Knowledge of revenue cycle, insurance rules, and regulations for federal, state, and/or managed care payers in multiple states.
  • Knowledge of medical billing and reimbursement practices.
  • Able to use DaVita billing and reimbursement systems.
  • Basic medical reimbursement terminology.
  • Basic knowledge of healthcare reimbursement accounting principles.

4. BA in Public Health with 6 years of Experience

  • Extensive experience in financial planning.
  • Must have RG 146 qualification.
  • Must have passed the FASEA exam.
  • Must have achieved or be working towards the achievement of post-graduate financial planning qualifications and compliance in accordance with FASEA requirements.
  • Must have technical knowledge and skill in personal and business risk strategies.
  • Excellent interpersonal and communication skills, including the ability to communicate complex scenarios in a manner that is engaging and relevant (written and verbal).
  • Able to motivate to complete tasks to the highest standard within deadlines.
  • Must care about client outcomes and provide quality advice.
  • Understanding of industry trends, legislative impacts and translating them into business development opportunities.
  • Previous experience with XPLAN financial planning software.

5. BS in Medical Billing and Coding with 3 years of Experience

  • Must have administrative experience.
  • Must have billing experience.
  • Excellent Customer service skills, including phone and interpersonal skills.
  • Must have computer proficiency in MS Word, Excel, and Outlook.
  • Typing accuracy of 30 wpm minimum.
  • Database data entry experience.
  • Able to clear diction and knowledge of the English language, both written and verbal.
  • Must have a work history of excellent attendance and punctuality.
  • Able to work with culturally diverse team members and clients.
  • Solid mathematical skills, including addition, subtraction, multiplication, and division.
  • Knowledge of medical terminology.
  • Knowledge of orthotics and diabetes.
  • Experience with medical insurance and/or DME.

6. BA in Sociology with 2 years of Experience

  • Administrative or clerical support.
  • Experience in a radiology or healthcare setting.
  • Must have customer service skills.
  • Experience with Word, Excel and Outlook.
  • Must have data entry skills.
  • Excellent organizational skills, high attention to detail and accuracy.
  • Knowledge of anatomy and imaging exam protocols.
  • Familiarity with electronic medical records.
  • Ability to demonstrate the knowledge and skills to provide care appropriate to the age of the patients served.

7. BS in Biology with 4 years of Experience

  • Strong interpersonal, verbal, and written communication skills.
  • Excellent organizational and time management skills.
  • Ability to multitask and adapt to change in a fast-paced environment.
  • Able to work with accuracy and attention to detail.
  • Must be proficient with technology.
  • Must have insurance experience.
  • Experience in revenue cycle operations.
  • Experience in medical accounts receivable.
  • Must have medical terminology experience.

8. BA in Communications with 2 years of Experience

  • Demonstrated ability to manage time both effectively and efficiently through prioritizing multiple tasks and establishing priorities in order to maintain a high level of quality standards.
  • Excellent interpersonal skills in being approachable and team-oriented, building strong working relationships and a positive work environment.
  • Able to accomplish tasks by considering all areas involved, no matter how detailed.
  • Able to show concern for all aspects of the job, accurately checking processes and tasks, being watchful over a period of time.
  • Computer literate, which includes an understanding and effective utilization of the internet and other software products.
  • Experience in a Medical business office, Billing Office, or Insurance Company.
  • Must have customer service experience.
  • Must have computer experience.
  • Strong verbal/written communication skills, along with active listening.
  • Working knowledge of Spreadsheets/Excel/Google Sheets.

9. BS in Health Information Management with 3 years of Experience

  • Excellent communication skills (both written and verbal).
  • Strong organization and time management skills.
  • Proficiency working with both PC-based systems and Microsoft Office.
  • Willingness to ask questions and to learn on the fly, as well as to collaborate.
  • Must have insurance billing experience.
  • Computer experience and the ability to keep accurate insurance records.
  • Knowledge of medical terminology regarding procedure and diagnosis codes, policies, legislation, equipment and professional disciplines.
  • Demonstrated communications and interpersonal skills to effectively interact with patients and guarantors.
  • Ability to adapt to change and close working conditions.
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