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Insurance account representative job description

Updated March 14, 2024
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Example insurance account representative requirements on a job description

Insurance account representative requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in insurance account representative job postings.
Sample insurance account representative requirements
  • Bachelor's degree in accounting, finance, or related field.
  • At least 1 year of experience in insurance sales.
  • Familiarity with underwriting and risk management principles.
  • Knowledge of relevant state and federal laws.
  • Proficiency in Microsoft Office Suite.
Sample required insurance account representative soft skills
  • Strong communication and interpersonal skills.
  • Excellent customer service and conflict resolution abilities.
  • Highly organized with a keen eye for detail.
  • Creative problem-solving skills.
  • Ability to work independently and as part of a team.

Insurance account representative job description example 1

NextCare Urgent Care insurance account representative job description

NextCare strives to be the leader in high access healthcare, offering urgent care, occupational health, virtual health and primary care services to our patients. With offering services in twelve states (Arizona, Colorado, Kansas, Michigan, Missouri, New Mexico, Nebraska, North Carolina, Oklahoma, Texas, Virginia and Wyoming) and over 155 urgent care clinic locations, we offer exceptional, affordable care to patients across the country.

At NextCare, we constantly strive to provide you with the highest degree of caring, growth, integrity, results and teamwork. These essential core values form the foundation of our relationships with patients, customers, investors, partners and one another. Extraordinarily high-performance standards serve as critical guides for making important clinical and business decisions. The expression of these standards is evident in our behavior, our attitude, and our approach to our daily work. The product of our strict adherence to core values is the ability to harness tremendous organizational energy to achieve our goal of upholding the highest standard for quality and service within the high access healthcare. This unique combination of values, performance standards and commitment serves as the key to our success.

What we are looking for

NextCare Urgent Care is looking for an Accounts Receivable Representative - Insurance.

Location

Join our Accounts Receivable team in Tempe, AZ. This is a remote position currently available to Maricopa and Pinal County residents ONLY.

Responsibilities

The Accounts Receivable Representative is responsible for collection activities and works as a member of the revenue cycle team to ensure accurate and timely reimbursement for services provided.

How you will make an impact

The Accounts Receivable Representative supports the Organization with the following:

  • Daily follow up on all outstanding insurance and patient claims
  • Research and validate posted payments and adjustments to ensure claims processed as expected according to contractual agreements
  • Review and process correspondence received to resolve open A/R balances
  • Work with supervisors to streamline billing procedures based on denial types
  • Review denials and underpayments for appeal and/or resolution
  • Handle incoming calls from patients and insurance companies regarding claims and patient balances
  • Provide best billing practices and payor trends to other revenue cycle areas to improve revenue cycle operations
  • Participate in revenue cycle projects as needed

Essential Education, Experience and Skills:

Minimum Education: High School diploma or equivalent.

Experience:

  • Two years in billing electronic and paper physician claims
  • Experience with Managed Care Contracts, Medicare and Medicaid

Valued But Not Required Education, Experience and Skills:

Experience: Medical collections; Nextgen EHR & EPM

Benefits:

NextCare offers full time employees medical, health savings account, NextCare employee visit program, dental, vision, basic life, voluntary employee/spouse/child life, long term disability, short term disability, employee assistance program, critical illness, accident, legal, identity theft and paid time off benefits. Employees of all statuses are offered 401(k) Plan benefits. Employees in select positions are offered shift differential benefits. Benefits are offered per policy and plan rules.

Equal Opportunity Statement

NextCare Urgent Care is an Equal Opportunity Employer.

#CORP5

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Insurance account representative job description example 2

Acadia Healthcare insurance account representative job description

Responsible for auditing the admission packets and for the verification of benefits along with all patient demographic information in the patient accounting system.

· Financial counseling of patients and/or guarantors and collecting any out of pocket (deductibles, copays, exhausted days, etc). Provide information to the patient and/or guarantors regarding their benefits and financial obligations.

· Complete financial disclosure paperwork for patients that request assistance including verifying income and expenses.
· Complete adjustment forms for any charity or administrative adjustments for approval.

Call and status outstanding claims with third party payors.

· Review claims issues and make corrections as needed and rebill.

· Utilize claims clearing house to review and correct claims. Resubmit electronically when available.

· Review explanation of benefits to ascertain that claim processed and paid correctly.

· Complete adjustment forms if any adjustments need to be made to an account and attach all supporting documentation.

· Manage daily productivity via patient accounting system and productivity reports. Needs to maintain an average of 30-40 accounts worked per day minimum.

· Prorate patient accounts and monitor that balance due is in the correct financial class.

· Report an overview of the week to the BOD and participate in AR meetings.

· Gather and interpret data from system and understands appropriate course of action to take and initiates time-sensitive and strategic steps resulting in payment.

· Assist financial counselors as needed.

· Alert Financial Counselors and Business Office Director of all benefit eligibility matters that suggest or challenge reimbursement.

· Complete promissory notes for patients that request payment arrangements.

· Update daily the upfront collection log, charity log, and admin adjustment log. Review with BOD on a weekly basis.

· Gather and interpret data from system and understands appropriate course of action to take and initiates time-sensitive and strategic steps resulting in payment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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Insurance account representative job description example 3

Lake Shore Savings insurance account representative job description

Must Haves:
Friendly & helpful attitude Computer skills

Education: High School Diploma/GED

Why Us:An environment that fosters growth.A company is only as good as the people behind it. We are always interested in meeting talented individuals who want to progress their careers and make a difference to our business.
We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our business - delivering results to our clients and driving our company to success. We make it our job to treat them well.



We recognize the importance of our employees' health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees' benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family.

Job Description:

If you want a steady income plus an opportunity to earn a BONUS every month -we are a good fit for you!! We would like an experienced licensed insurance agent OR will train an unlicensed person if they are motivated and good with people.

Position Highlights

Account Managers service current clients on their insurance policies as well as suggest new insurance products. They field inbound calls from current customers helping to answer their questions, explain options, assist with adding / making changes to their insurance policies and suggest additional coverages. Very competitive salary + commissions and monthly and quarterly bonus opportunities!

An Account Manager has a great impact on our customers'lives and can take advantage of the many companies we represent (45 total) to service our clients. We offer a very competitive salary along with commissions and monthly & quarterly incentive and bonus programs. Taking calls to help someone purchase a policy, filing a claim for someone in a stressful situation or resolving a billing issue, they are an important part of the clients experience with our agency and the 19 companies we represent.

Who We Are
Mentor, Mayfield Village, Chardon, Chesterland, Akron, Macedonia, Hudson, Strongsville, Tallmadge, Newton Falls, Amherst, Medina & Punta Gorda, Fla. to serve all N.E. Ohio and Florida insurance needs. We are looking for staff in several of the offices. We represent 45 competitive national and regional carriers and are looking for a person to service current client base and expand product sales to those clients and people they refer to us.




What We Offer

If you want a steady income plus an opportunity to earn a BONUS every month, We are a good fit for you!! We would like an experienced licensed insurance agent, BUT will train an unlicensed person if they are motivated and good with people.


Skills & Qualifications That Are Helpful

1. Organized, detail oriented, dependable
2. Well developed communication skills (phone and written)
3. Computer knowledge and word processing skills
4. A "Team Attitude": Ready and willing to assist others when necessary


Trainee Position

A training position to become an Account Manager is also available for a candidate desiring to train and achieve the Account Manager position in approximately 3-4 months. This position allows the candidate to attend class to get their Ohio
P&C License and train for the actual Account Manager position along the way.About Us:

LAKE SHORE INSURANCE AGENCY

Lake Shore Insurance Agency was established in 1971 by Charles Wajahn near Lake Erie's shore in Euclid, Ohio. It was further developed by now CEO's, Dan Wajahn and Bill Rodgers. While the first office was located in Euclid, Mayfield became the new permanent home for the agency and has continued to expand to offices throughout Ohio in Chardon, Akron, Northfield, Newton Falls, Summit, Strongsville, Amherst, Mentor, and Chesterland.

Collectively, we have decades of experience in creating customized solutions for our personal insurance, business insurance and employee benefits clients; with our specialties including, Auto Insurance, Home Insurance, Business Insurance and Individual Life Insurance.

We're an independent insurance agency offering a comprehensive suite of insurance solutions to protect your business and your life from the unexpected. We don't just sell insurance. We work closely with clients to help them make important and informed decisions every day when it comes to protection and their future.

Because we're independent, our priority is you - not the insurance company. We represent many different insurance companies which offer a wide variety of coverage options and price points. Our goal is to deliver the right blend of price, coverage, and service.

Our insurance advisors make it their business to know your world inside and out. They are there to help you through all the changes in your life and your business, whether you're going from renting an apartment to buying a home, adding a partner to your business, getting married, renovating your home, adding a teen driver to your auto policy or revamping your employee benefits plan
Our Mission and Values
We are a family owned business in a very progressive and dynamic environment. Our employees have many areas of expertise to match the needs of our customers and prioritize honesty, hard work and continuous growth, with the overall goal of providing the best service with the lowest prices and protection.

Posted: 25 days

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Benefits:
  • Healthcare
  • 401(k)
  • Education Assistance
  • Paid Vacation
  • Paid Holidays
  • Life Insurance
PandoLogic. Keywords: Insurance Account Manager, Location: North Olmsted, OH - 44070
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.