Insurance Verification Specialist

Role Overview

• Conducting phone calls to verify information provided by clients or other relevant parties, ensuring accuracy and compliance with insurance policies
• Establishing and nurturing long-term working relationships with insurance agencies, brokers, and other stakeholders to facilitate smooth information verification processes
• Performing data entry tasks accurately and efficiently to record verified information into databases or management systems
• Providing reports to managers regarding the progress of verification tasks, highlighting any discrepancies or issues encountered during the process
• Taking ownership of assigned verification projects while collaborating effectively with team members to ensure seamless workflow and achievement of team goals
• Maintaining a high level of professionalism during phone interactions to uphold the company's reputation and foster positive relationships with clients and partners
• The Insurance Verification Specialist will report to the Team Lead or Manager within the Business Insurance Department

Requirements

• Minimum 3 year of experience in business insurance, insurance agent license preferred
• Familiarity with Certificates of Insurance (COI)
• At least 2 years of experience in phone verification or customer service roles, ensuring effective issue resolution
• Proficiency in English communication with a strong emphasis on clarity and professionalism
• Additional fluency in another language is desirable, enhancing customer interaction capabilities
• Knowledge of Zendesk is advantageous for efficient support management
• Adaptability to evolving industry standards and a proactive approach to continuous learning are expected for optimal performance
• Demonstrating reliability and consistency in attendance to ensure coverage during designated working hours and contribute to the team's overall efficiency.