Top Insurance Account Representative Skills

Below we've compiled a list of the most important skills for an Insurance Account Representative. We ranked the top skills based on the percentage of Insurance Account Representative resumes they appeared on. For example, 12.3% of Insurance Account Representative resumes contained Insurance Companies as a skill. Let's find out what skills an Insurance Account Representative actually needs in order to be successful in the workplace.

The six most common skills found on Insurance Account Representative resumes in 2020. Read below to see the full list.

1. Insurance Companies

high Demand
Here's how Insurance Companies is used in Insurance Account Representative jobs:
  • Call patients to inform of information needed from insurance companies or verifying insurance information.
  • Handle accounts in collections and call other insurance companies for verification eligibility and benefits.
  • Call insurance companies regarding and discrepancy in payment when necessary.
  • Wired payments to national and international insurance companies.
  • Obtain eligibility information by contacting various Insurance Companies.
  • Credentialed and re-credentialed contracts with various insurance companies.
  • Enter charges from super bill into billing system to be billed out to various insurance companies for prompt payment of services.
  • Call insurance companies to verify claim status, issues with denied claims, verification of eligibility & other issues.
  • Answer incoming calls from patients or insurance companies regarding charges and payments posted to accounts and respond accordingly.
  • Analyzed and applied payer contract and reimbursement methodology to follow up with insurance companies.
  • Manage and verify eligibility by phone and online for patients and insurance companies.
  • Apply insurance payments from numerous insurance companies to patients' accounts ensuring accuracy.
  • Pursued collection of payment from insurance companies and secondary payers for claims resolution.
  • Expedite payment of claims filed with all insurance companies and other third parties.
  • Follow up to insurance companies for claim status for payment or denial.
  • Followed up with insurance companies for correct payment and status of claims.
  • Followed up on outstanding claims by calling various insurance companies for status.
  • Recorded and distributed payments to car rental branches from various insurance companies.
  • Responded to all correspondence from insurance companies as well as attorneys.
  • Submitted the requested documents for procedures pending with insurance companies.

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2. Insurance Products

high Demand
Here's how Insurance Products is used in Insurance Account Representative jobs:
  • Cultivate and maintain professional relationships with internal and external sources to identify potential customers for insurance products and services.
  • Determined eligibility to solicit auto, home and personal umbrella insurance products.
  • Enhanced sales revenue by presenting diversified portfolio of insurance products.
  • Presented insurance products to potential and existing clients, and promoted the value of the company, brand, and office.
  • Identify and qualify prospective individuals and businesses for the purpose of selling Life, Health, Property and Casualty insurance products.
  • Educated clients on various insurance products, eligibility, coverage options, policy changes, claim submissions, and billing inquiries.
  • Sell and secure the renewal of a variety of insurance products through customized sales pitches and customer relationship management efforts.
  • Provided insurance products to our valued customers and determined any additional insurance needs on a case by case basis.
  • Performed marketing, direct mail and prospecting ideas to increase sales > Selling of banking and insurance products.
  • Quote customers for Auto, Fire and Life insurance products by using State Farm proprietary systems.
  • Licensed to sell life, health, bank, property and causality insurance products.
  • Sell auto, home, life, health and other insurance products to consumers.
  • Identify Customer Needs and Market Appropriate Insurance Products and Banking Services.
  • Prospect and sell clients Property and Casualty Insurance products.
  • Licensed to sell multiple insurance products.
  • Handled property and casualty claims for all policyholders Responsible for representing a full line of financial and insurance products
  • Performed analyses of customers insurance needs and provided options and recommendations for cross-sales of insurance products.
  • Key achievements: Increased personal sales of insurance products over 100% based on month-over-month sales tracking in final three months
  • Sell potential customers insurance products that meet their needs.- Risk Advise - Service client's questions and policy requests
  • Market insurance products and financial products through daily cold calling, emailing and use of social media.

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3. Customer Service

high Demand
Here's how Customer Service is used in Insurance Account Representative jobs:
  • Utilized strong customer service and client focused ability to develop solid relationships with current policyholders and potential customers.
  • Exceeded excellent customer service regarding eligibility, rates, pharmacy information, and termination of members.
  • Developed highly empathetic client relationships and earned a reputation for delivering exceptional customer service.
  • Provided prompt, accurate and friendly customer service to inquiries including eligibility and coverage.
  • Recognized regularly by the insured for excellent customer service and accurate cost estimates.
  • Provided customer service to existing policyholders and supported Personal Lines Account Managers.
  • Handled customer complaints on billing and provided outstanding customer service.
  • Helped with customer retention by providing remarkable customer service.
  • Provided excellent customer service with eager helpfulness.
  • Initiated and employed customer service strategies to include problem solving, generating new business, cold calling, and lead management.
  • Provide prompt, accurate, and friendly customer service while identifying customer needs, and market appropriate products and service.
  • Worked closely with designated service team to ensure customer service needs are addressed in an effective and efficient manner.
  • Mentored and trained junior representatives and customer service team members on State Farm products, policies, and procedures.
  • Provided excellent customer service by going the extra mile to ensure that all needs and anticipated needs were met.
  • Utilize active listening, critical thinking, problem-solving and best judgment skills to resolve escalated customer service requests.
  • Deliver prompt, efficient customer service while maintaining a high level of accuracy in a fast paced environment.
  • Assist the agent in providing excellent customer service to meet the insurance needs of the agency's clients.
  • Receive all inbound calls regarding customer service, billing and insurance issues for large hospital and physician facilities.
  • Handle multiple phone lines and have excellent customer service skills* Handle recheck a system for returned checks.
  • Facilitate claims, provide customer service support, problem solving, attention to detail, process payments.

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4. Financial Services

high Demand
Here's how Financial Services is used in Insurance Account Representative jobs:
  • Create and facilitate insurance and financial services, product presentations to potential and existing clients.
  • Answered customer phone calls answering questions and offering insurance and financial services.
  • Develop qualified leads and set appointments for financial services.
  • Provided quality and efficient customer service by effectively listening to customers, anticipating their needs, and recommending appropriate financial services.
  • Developed a comprehensive operational understanding of the financial services industry, in addition to keeping up-to-date with new products and services.
  • Performed superior customer service through actively listening to customers, anticipating their needs, and recommending financial services.

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5. Loan Applications

high Demand
Here's how Loan Applications is used in Insurance Account Representative jobs:
  • Continued service by processing changes in beneficiary and policy loan applications
  • Bank certified for vehicle loan applications and financial services.
  • Explained necessary information and documentation needed to facilitate timely processing of loan applications, payment deferral requests, and/or fraudulent transactions.
  • Assisted current and prospective clients by processing loan applications, opening commercial and personal accounts, while maintaining confidential information.
  • Reviewed loan applications, promissory notes and supporting documentation for data accuracy completing any missing information prior to processing.
  • Administered residential mortgage loan applications, offered and negotiated terms of residential mortgage loans for compensation or gain.

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6. State Farm

high Demand
Here's how State Farm is used in Insurance Account Representative jobs:
  • Licensed Insurance Account Representative and independent contractor for State Farm.
  • Developed presentation opportunities for State Farm Financial service offerings.
  • Sell and service current and new clients with auto, home, life, bank and other State Farm Securities products.
  • Collaborated daily with other State Farm team members, underwriters, and service members providing insurance solutions and problem-solving customer concerns.
  • Helped maintain and grow Michael's current book of business into the number one State Farm book in the county.
  • Achieved Registered Representative designation with State Farm and was registered with the FINRA with Series 6 and 63 licenses.
  • Licensed in MS Life & Health, Property & Casualty, and State Farm Banking products, since 2014.
  • Assisted customers with insurance claims and updating of accounts in the computer systems ABS and NECHO for State Farm.
  • Provide clients assistance with State Farm s claim process, following up to insure process is progressing smoothly.
  • Coached and trained two new hires on State Farm systems, professional prospecting skills and closing tactics.
  • Work closely with internal State Farm departments and clients to ensure all insurance needs are met efficiently.
  • Sell various types of insurance policies to businesses and individuals on behalf of State Farm Insurance.
  • Recognized as a Top 25 Sales Producer in Louisiana by State Farm Corporate Office 2014-2015.
  • Present with a private and public image fitting of being a Good Neighbor from State Farm
  • Aided agent and office peers new to State Farm in learning company policies and procedures.
  • Certified and Licensed Insurance Resident Producer for varies authority lines for State Farm Insurance Companies.
  • Certified in all lines of business with State Farm Insurance, including State Farm Bank.
  • Specialized in State Farm Financial products; Vehicle Refinancing and State Farm Credit Cards.
  • Leveraged an opportunity to join a fast growing State Farm Agency looking to expand.
  • Account representative role focused on business growth and development for first-year State Farm agent.

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7. New Clients

high Demand
Here's how New Clients is used in Insurance Account Representative jobs:
  • Licensed insurance rep responsible for servicing clients while looking for opportunities to insure new clients as well as cross-selling opportunities.
  • Develop marketing plans within the framework and direction of management, implement sales and prospecting new clients.
  • Developed specialized marketing plans and techniques to attract potential new clients to the company's portfolio.
  • Service new clients with property and casualty needs, assisting existing client s needs.
  • Performed outside sales calls to prospective new clients to increase agency client base.
  • Attained multitude of new clients providing paramount caring service when needed.
  • Assist with marketing products to existing and potentially new clients.
  • Prospect for new clients via warm and cold calling.
  • Prospected and presented sales material to new clients.
  • Prospect for new clients and help exsisting customers with insurance needs.

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8. Policy Changes

high Demand
Here's how Policy Changes is used in Insurance Account Representative jobs:
  • Service can include responding to inquiries regarding insurance availability, eligibility, coverage, policy changes
  • Provided quotes and executed online policy changes with medical insurance and benefits.
  • Answer all incoming calls, handle all policy changes, underwriting, verify we receive all signed forms and handle billing.
  • Attended weekly office meetings to discuss goals, concerns, policy changes, and current events.
  • Prepare proposals and applications, monitor accuracy of new policy or policy changes and process payments.
  • Monitored assigned payer(s) for medical policy changes and reported to supervisor.
  • Assist with claims, policy renewals, apply for policy changes and keep records.
  • Help customers with policy changes and renewals.

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9. Health Care

high Demand
Here's how Health Care is used in Insurance Account Representative jobs:
  • Provide assistance to consumers seeking health care coverage including providing information on financial assistance programs and public health care programs.
  • Conducted potential client evaluation to effectively position various health care plans and supplements to Medicare recipients.
  • Provided consultation regarding health care options including primary physicians, available in-care facilities, dental referrals, prescription restrictions.
  • Provide further information and guidance regarding coverage and eligibility regarding patients to the requesting health care provider.
  • Assist seniors, the disabled and caregivers to access, navigate and understand the health care system.
  • Field visits to the Health Care Provider facilities for assessment and decision taking on certain cases.

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10. Life Insurance

high Demand
Here's how Life Insurance is used in Insurance Account Representative jobs:
  • Generated and contacted prospects to determine their need and interest in establishing a life insurance plan for themselves and/or their family.
  • Enroll employees for health, vision and life insurance for insurance brokerage during open enrollment or when life changing event occurred.
  • Meet monthly quota, averaged 24 raw new auto policies, 30 new fire policies, 6 life insurance policies.
  • Insured customers in property and casualty lines, personal lines, life insurance, processed financial applications, and loans.
  • Created and utilized marketing plans to bring in new business for auto, home and life insurance using Prospector Plus.
  • Quote and bind coverage for Home, Auto, Personal Articles and Life Insurance 50 Dey St Unit 555.
  • Traveled to remote locations to set up static display to ensure and promote the sale of life insurance.
  • Uncovered needs for additional business and provided auto, home, life insurance, and investment products.
  • Boosted life insurance sales to meet agent quota of 40 policies for the remainder of 2004.
  • Licensed insurance professional helping clients meet their needs in auto, home, and life insurance.
  • Focused on identifying life insurance opportunities within and outside current book of business with results.
  • Informed clients about Auto, Home, and Life insurance in English and in Spanish.
  • Licensed producer in Property/Casualty Insurance, Life Insurance, Health Insurance, and Banking Products.
  • Initiate and close sales for automotive, homeowners, health and life insurance policies.
  • Initial focus on building and servicing the Life Insurance aspect of the business.
  • Outsourced employee for MetLife insurance and liaison for enterprise rent a car.
  • Licensed in North Carolina for Property, Casualty and Life insurance.
  • Licensed to sell Health and Life Insurance in Arizona until 2019.
  • Work with auto insurance, homeowners insurance, and life insurance.
  • Sell auto, home, & life insurance policies.

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11. Scheduling Appointments

high Demand
Here's how Scheduling Appointments is used in Insurance Account Representative jobs:
  • Assist the agent in various capacities including, scheduling appointments, maintaining calendar, travel arrangements, filing, and correspondence.
  • Performed administrative tasks such as maintaining records, scheduling appointments, faxing, andphotocopying.
  • Completed administrative/secretarial tasks, including answering phones, filing, scheduling appointments, etc.
  • Determine clients' particular needs and financial situations by scheduling appointments; determine extent of present coverage; ascertaining long-term goals.
  • Maintained the insurance agent's calendar, to include, scheduling appointments.

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12. Sales Goals

high Demand
Here's how Sales Goals is used in Insurance Account Representative jobs:
  • Participate in an active sales environment and continuously meet and exceed sales goals for all insurance and banking products.
  • Attended weekly team meeting to plan strategies to reach sales goals and objectives.
  • Work towards individual and team sales goals on a monthly basis.
  • Exceeded monthly sales goals writing policies for new and existing members.
  • Achieved and exceeded sales goals through the origination of new prospects.
  • Work with agent and team members to meet sales goals.
  • Achieved sales goals in all business areas.

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13. Bank Products

high Demand
Here's how Bank Products is used in Insurance Account Representative jobs:
  • Complete financial review and recommend products based on client needs from Property and Casualty to Life, Health and Bank products.
  • Call customers regarding late pays, appointments, the gathering of critical information, and to review policies and bank products.
  • Design and present complex proposals including a combination of insurance and bank products which meet the specific needs of individuals.
  • Quoted prices for bank products, as well as, property and casualty and life and health insurances.
  • Sell and service home, auto, life, and health policies as well as bank products.
  • Sell Auto, Homeowners, Life & Health insurance as well as Bank products.
  • Offer personal lines, life, health and bank products.
  • Marketed bank products to existing clients.
  • Quote and Sell - Auto, Home, Life, Health and Bank Products.
  • Solicited bank products to potential customers, created and maintained all types of business and consumer accounts.
  • Marketed Auto,Fire,Life,Health & Bank products.

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14. Appropriate Products

high Demand
Here's how Appropriate Products is used in Insurance Account Representative jobs:
  • Develop sales leads, schedule appointments, and market appropriate products and services based on individual customer needs.
  • Develop leads and follow up with prospects to market appropriate products.
  • Market appropriate products and services with in-book and out-book customers.
  • Marketed appropriate products and services.
  • Performed suitability analyses to ensure clients purchased financially appropriate products.
  • Assess individual client needs and recommends appropriate products from company portfolio to meet or exceed client needs and expectations.

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15. Phone Calls

average Demand
Here's how Phone Calls is used in Insurance Account Representative jobs:
  • Handled 100-150 daily inbound phone calls on mortgage calculation methods and other customer requests regarding their loan and insurance.
  • Receive phone calls from clients and company and comply with the request and/or refer to the Account Executive.
  • Issued follow-up for appointments and referrals, thank you letters, phone calls, and client feedback.
  • Answered all patient phone calls regarding their billing for Blue Cross and researched denied claims.
  • Answer phone calls and walk-in questions from clients regarding all lines of insurance.
  • Make outbound phone calls and emails in order to bring in new business.
  • Place insurance calls to resolve unpaid claims issues*Place patient courtesy phone calls.
  • Answered phone calls regarding billing on existing policies.
  • Handled phone calls from providers and physicians.
  • Completed monthly report Handled and directed phone calls from providers, patients and clients.
  • Answer multiple incoming phone calls in a timely manner.

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16. Customer Relationships

average Demand
Here's how Customer Relationships is used in Insurance Account Representative jobs:
  • Obtain referrals for potential new business through quality service and customer relationships.
  • Maintain a high level of customer service, establish customer relationships and follow up with customers, as needed.
  • Represent the agency both in and outside of the office through networking, community involvement and customer relationships.
  • Managed existing customer relationships to ensure their needs and requirements were met.
  • Established customer relationships and follow-up with customers, as needed.
  • Establish customer relationships, servicing their policy as needed.
  • Establish customer relationships and follow up with customers as needed Notarize documents Provide sales support for fellow team members

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17. Client Relationships

average Demand
Here's how Client Relationships is used in Insurance Account Representative jobs:
  • Initiated and retained underwriter and client relationships.
  • Established new client relationships by providing fast, accurate quotes on different lines of insurance and following up on any concerns.
  • Establish client relationships and follow up with customers.
  • Generated networking events in an effort to build client relationships while increasing community evolvement.
  • Utilize subject matter expertise and established client relationships to sell Company products and services and achieve maximum profitability and market penetration/share.
  • Developed highly empathetic client relationships and earned reputation for exceeding sales goals and surpassed revenue goals in four consecutive quarters.

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18. Patient Accounts

average Demand
Here's how Patient Accounts is used in Insurance Account Representative jobs:
  • Maintain accurate records and documentation of all conversations and correspondence regarding patient accounts.
  • Verify insurance information for recurring therapy patient accounts.
  • Monitor patient accounts for reimbursement.
  • Work closely with Patient Accounts, Billing, and Data Processing Coordinators to resolve any errors that appear within billing systems.
  • Finalized and condensed all remaining billing, insurance and patient accounts at the close of the Mollie Scott Clinic.
  • Answered incoming patient calls and made outgoing A/R contacts for assigned patient accounts.
  • Called insurance companies to check the status on claims from patient accounts.
  • Cleaned up patient accounts from archived records to bring patient balances current.
  • Maintain and oversee all functions having to do with patient accounts.
  • Performed customer service in person and over phone regarding patient accounts.
  • Review Credit Balance Patient Accounts to determine Credit Balance reason.
  • Monitor, review and work collection balance on patient accounts.
  • Review patient accounts to identify delinquent and due accounts.
  • Handled refunds to insurance companies and patient accounts.
  • Research claims, patient accounts and insurance coverage.
  • Post adjustments/voids on patient accounts.
  • Verify that patient accounts have the correct secondary insurance information on file based on automatic forwarding to secondary carriers by Medicare.
  • Account Representative/Insurance Follow-Up, Accounts Receivables Handled patient accounts for several doctor offices and hospitals.

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19. Data Entry

average Demand
Here's how Data Entry is used in Insurance Account Representative jobs:
  • Perform data entry by entering customer demographics into computer system.
  • Perform insurance data entry, contact nurses and doctors about orders/authorizations needed for patients.
  • Oversee data entry by conducting data validation.
  • Job Duties: Verify patient insurance, collect copays and deductibles, data entry, register patients for outpatient diagnostics and surgeries
  • General Office/Clerical Data Entry Knowledge of Excel, Access, Word, Outlook
  • Resubmitted and appealed claims by accurately inputting alpha and numeric information, identifying & correcting coding and data entry errors.

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20. New Accounts

average Demand
Here's how New Accounts is used in Insurance Account Representative jobs:
  • Maintain accounts while operating company systems in order to complete changes, make payments, and open new accounts.
  • Set up new accounts in computer's AMS 360 software.
  • Set meetings to assess customer needs and develop new accounts.
  • Sell and set up new accounts to grow the business.
  • Maintained existing accounts and developed new accounts through aggressive marketing and cold calling on individuals and businesses.
  • Provide administrative support to the Director of New Accounts/Authorizations/Mail & Telephone and the Director of Human Resources/Compliance.

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21. Medicaid

average Demand
Here's how Medicaid is used in Insurance Account Representative jobs:
  • Reduce claims on hold by sourcing missing information such as NPI, Medicare, and Medicaid provider numbers.
  • Monitor ATB daily follows-up on BCBS, HMO's and Commercial, Medicaid, Medicare remittance.
  • Filed all Medicare, Medicaid and 3rd Party claims.
  • Process insurance follow up for Medicaid and BlueCross BlueShield.
  • Developed a good working relationship with Medicaid to obtain preauthorization to file accurate and timely claims.
  • Researched open accounts receivable and worked with Medicare, Medicaid, and commercial insurance companies to resolve outstanding balances.

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22. Casualty Insurance

average Demand
Here's how Casualty Insurance is used in Insurance Account Representative jobs:
  • Obtained insurance licensing for the state of Texas for both Life and Health and Property and Casualty Insurance.
  • Promote the sale of Life, Health, Property and Casualty insurance policies.
  • Licensed in the Commonwealth of Virginia to sell property and casualty insurance.
  • Licensed in Property and Casualty Insurance in the state of Texas.
  • Licensed in Property & Casualty insurance through The State of Ohio.
  • Licensed to sell Property & Casualty Insurance.
  • Obtained Property & Casualty Insurance License as well as Life & Health Insurance License through the Minnesota Department Of Commerce.
  • Maintain Property and Casualty insurance license through education issued by CA Dept.
  • Obtained state licensure in Property and Casualty Insurance.

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23. Identify Customer

average Demand
Here's how Identify Customer is used in Insurance Account Representative jobs:
  • Conducted progressive research and performed analysis to identify customer needs.
  • Scheduled appointments to identify customer needs, pivoted to new products, and reviewed policies.
  • Help to identify customer need and provide solutions through product placement and relationship building.
  • Develop leads, schedule appointments, identify customer needs, market appropriate products including extensive outside business development.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

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24. Billing Questions

average Demand
Here's how Billing Questions is used in Insurance Account Representative jobs:
  • Processed payments and answered billing questions or concerns.
  • Responded timely to all incoming correspondence, resolved patient billing questions/problems, and provided case management issues / resolutions to leadership.
  • Provide accurate information to new and current customers regarding billing questions or services previously provided.
  • Answered all patient billing questions politely and efficiently and documented conversations in CIMS.
  • Resolve patient billing questions/problems and communicate possible problems to the department supervisor.
  • Assisted patients with billing questions and conducted follow up consultations to ensure customer satisfaction.

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25. Insurance Options

average Demand
Here's how Insurance Options is used in Insurance Account Representative jobs:
  • Initiated sales of State Farm insurance options in Home and Auto as well as Life products.
  • Meet with customers for IFR appointments or needs-based review process to educate about insurance options.
  • Use customer focused needs based review process to educate customers about different insurance options and coverages.
  • Negotiated new and renewal production goals Calculated quotes and educated potential clients on insurance options.
  • Used a customer-focused, needs-based review process to educate customers about insurance options.
  • Assist Medicare recipients in obtaining correct information regarding all available Medicare insurance options.

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26. Payment Arrangements

average Demand
Here's how Payment Arrangements is used in Insurance Account Representative jobs:
  • Negotiated payment arrangements with borrowers, including offering suggestions as to meet their obligations, proposed alternative payment methods payment procedures.
  • Secure financial statements and determine acceptable payment arrangements for consumers who have been unable to meet established payment minimums.
  • Key responsibilities included discussing collection of outstanding accounts, make payment arrangements and process financial assistance applications per patient needs.
  • Worked delinquent accounts in a highly productive automated system * Effectively negotiated customer payment arrangements utilizing company guidelines.
  • Negotiated and maintained timely payment arrangements made on delinquent accounts without jeopardizing customer's experience and satisfaction.
  • Assisted customer with general utility bill inquiries, established payment arrangements and participated in company training seminars.

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27. Educate Customers

average Demand
Here's how Educate Customers is used in Insurance Account Representative jobs:
  • Processed Insurance proposals utilizing a consultative approach to educate customers.

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28. Financial Products

average Demand
Here's how Financial Products is used in Insurance Account Representative jobs:
  • Achieved personal sales goals in all lines of business including auto, fire, life, health, and financial products.
  • Collected payments and resolved billing issues regarding financial products, lines of credit, and payment claims.
  • Sell various types of insurance and financial products via phone and face to face appointments.
  • Assisted clientele in determining insurance and financial products best suited for their financial goals.
  • Set appointments with prospective clients to present insurance and financial products and packages available.
  • Analyze various criteria to assist individuals in the acquisition of insurance and financial products.
  • Initiated and closed sales of insurance and financial products.
  • Market and sell insurance and financial products as licensed.
  • Set up over 30 loans and financial products.
  • Assist customers with banking financial products.

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29. Billing Clarification

low Demand
Here's how Billing Clarification is used in Insurance Account Representative jobs:
  • Serviced existing policyholders regarding insurance eligibility, coverage's, billing clarification, payment plans, and procedures.
  • Responded to inquiries regarding insurance availability, eligibility, coverages, policy changes, claim submissions, and billing clarification.

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30. CPT

low Demand
Here's how CPT is used in Insurance Account Representative jobs:
  • Used accurate date entry skills, knowledge of IDX billing system, third party payers and ICD-9 and CPT coding.
  • Worked with the Coding Specialist to ensure accurate use of CPT and ICD-10 codes.
  • Follow up on denials which include but not limited to correcting diagnosis, cpt codes, and modifiers.
  • Evaluated CPT and other coding to maximize reimbursement and increase business profitability.
  • Based on basic proficiency in diagnosis coding (ICD-9) and procedural coding (CPT) may resubmit for coding correction.
  • Reviewed and edited rejections stemming from electronic billing submissions and correct claims with appropriate diagnosis codes, CPT codes and modifiers.

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31. Bank Deposits

low Demand
Here's how Bank Deposits is used in Insurance Account Representative jobs:
  • Handled customers' cash/credit transactions for account payments Conducted bank deposits on a daily basis.
  • Audited/balanced revenue against daily bank deposits from various office sites.
  • Completed financial documents for billing and bank deposits
  • Balanced account receivable and prepared bank deposits.
  • Reviewed and reconciled daily bank deposits.
  • Compiled and delivered bank deposits daily.

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32. EOB

low Demand
Here's how EOB is used in Insurance Account Representative jobs:
  • Reviewed Medicare EOB's to determine cross-over status to secondary insurance companies.
  • Researched and resolved incorrect payments, EOB rejections with outstanding account.
  • Processed and completed all remits and EOB's upon receipt.
  • Research insurance EOB's and follow-up on possible denials.
  • Reviewed secondary EOB's for appropriate claim payment.
  • Processed EOB'S, Denials and Remittances.
  • Post payments and scan EOB's into Quick Books.
  • Reviewed Medicare EOB's to determine cross-over status to secondary insurance companies Prepared and electronically submitted non cross-over claims.
  • Research accounts, review eob's for accuracy, track posted payments, and incorrect insurance payments.
  • Make sure that EOBs are correctly paid/denied and making calls for correct information when needed.
  • Retrieve retro authorizations and adjust accounts when receiving eob's

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33. Patient Payments

low Demand
Here's how Patient Payments is used in Insurance Account Representative jobs:
  • Posted insurance and patient payments for all offices and worked all credit balances.
  • Posted insurance and patient payments to correct accounts.
  • Answered a multi-line phone system to assist patients regarding their bills and process patient payments over the phone.
  • Process patient payments thru credit cards and checks.
  • Prepared daily deposits, posted insurance and patient payments, and data entered Radiology charges and patient demographic information.
  • Experience entering patient payments in NextGen system, updating patient demographic and insurance information when needed.

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34. Credit Card Transactions

low Demand
Here's how Credit Card Transactions is used in Insurance Account Representative jobs:
  • Documented Standard Operating Procedures for creating and maintaining customer files and developed a process to help identify fraudulent credit card transactions.
  • Handled cash and credit card transactions daily and ensured compliance to regulations regarding customer financial records maintained by American Express
  • Secured credit card transactions Provide excellent customer service Assist students in understanding their account
  • Processed customer applications and credit card transactions for remote customers.
  • Collected co-pay/deductible payment and correctly processed cash and credit card transactions.
  • Process, verify, and accept or decline credit card transactions on behalf of the merchant through secure Internet connections.

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35. A/R

low Demand
Here's how A/R is used in Insurance Account Representative jobs:
  • Work A/R report; verify insurance, bill primary, secondary, and third party INS.
  • Assisted customer A/R accounts verified insurance payment, patient payment, charges and adjustments.
  • Handled all self pay follow up and established payment plans on patient A/R balances.
  • Implemented best practices to help increase net revenue and reduce the A/R process.
  • Process employer's self- reporting and installment A/R premium payments and billing.
  • Run and work off A/R reports for open claims.

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36. Financial Reviews

low Demand
Here's how Financial Reviews is used in Insurance Account Representative jobs:
  • Used various marketing efforts to establish pipeline of potential customers and schedule appointments for insurance and financial reviews.
  • Conducted financial reviews to ensure client's needs were consistently met
  • Conduct insurance and financial reviews for current and new clients
  • Prepare Life and Health Proposals Complete Insurance and Financial reviews.
  • Performed Insurance and Financial Reviews for customers to educate them of their insurance options Followed up on internet leads to close business
  • Conduct Insurance Financial Reviews for existing clients Market and grow State Farm customer base Establish specific programs for new business

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37. Icd-9

low Demand
Here's how Icd-9 is used in Insurance Account Representative jobs:
  • Served as an account representative explaining insurance coverage and complete billing information using ICD-9 coding during inbound calls from customers.
  • Determine correct charges for services performed by providers using ICD-9 codes, collect deposits or payments, or arrange for billing.
  • Review all additional diagnosis letter requests addresses to Kauai Physicians, to ensure that all ICD-9 codes are accurate before distribution.
  • Submitted claims to insurance companies with the appropriate medical or dental information using CPT, CDT, and ICD-9 coding guidelines.
  • Educated Providers of ICD-9 and CPT updates, changes, and proper documentation as they directly related to our reimbursement.
  • Review ICD-9 and CPT Codes from Medical Records and Diagnosis Codes for correct codes to be submitted to the insurance.

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38. Insurance Accounts

low Demand
Here's how Insurance Accounts is used in Insurance Account Representative jobs:
  • Handled insurance accounts receivable to optimize cash flow and to meet organizational financial goals/ objectives
  • Identified, analyzed, prepared, and processed Program Manager Accounts and any reinsurance accounts.
  • Assist customers with their insurance accounts, including answer billing and coverage questions.
  • Analyzed and remit monthly reinsurance accounts based on treaty contracts.
  • Helped manage insurance accounts and provide customers with insurance services.
  • Manage a diverse portfolio of Property and Casualty Insurance accounts.
  • Maintained and worked follow-up on patient and insurance accounts.
  • Solicit, Sell & Manage business group insurance accounts.
  • Follow up on unpaid commercial insurance accounts.

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39. Medical Records

low Demand
Here's how Medical Records is used in Insurance Account Representative jobs:
  • Gathered medical records and any necessary information needed to submit claims for payment.
  • Collaborated with area hospitals to retrieve medical records necessary to process insurance claims.
  • Obtained medical records and re-billed if necessary.
  • Maintain chart of medical records, post insurance & patient payments, set up payment arrangements with patients on balances.
  • Edited the coding on medical records that utilized ICD-9, CPT, and HCPCS Level II coding.
  • Work closely with Registration, Medical Records, and Data Processing to correct claim inaccuracies.
  • Verify, update system, print medical records & file workman's comp claims.
  • Obtain and issue medical records per therapists request.
  • Reviewed and processed requests for Medical Records.
  • Submit medical records complying with HIPAA.
  • generate reports and provide feedback to management, medical records review.

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40. Customer Accounts

low Demand
Here's how Customer Accounts is used in Insurance Account Representative jobs:
  • Researched and analyzed customer accounts to resolve concerns/problems to meet customer and client expectations.
  • Manage customer accounts and identify products that could benefit their individual situation.
  • Navigate proficiently within company databases to manage and document customer accounts.
  • Maintained records of all collection accounts and monitor all receivables on customer accounts.
  • Developed procedures for collecting denied or past due insurance claims and customer accounts.
  • Prepare, compile, and bills data to insurance and customer accounts.
  • Obtain new sales and establish customer accounts.

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41. Insurance Plans

low Demand
Here's how Insurance Plans is used in Insurance Account Representative jobs:
  • Assisted Washington Mutual insurance clients with understanding their insurance plans, escrow and took payments to bring accounts current.
  • Work at the leading agency in the state to customize insurance plans for clients covering a variety of risks.
  • Correct and process re-bill to insurance plans as changes are identified requiring additional billing.
  • Assist policyholders with understanding different insurance plans on an existing 50-year book of business.
  • Set up appointments to discuss insurance plans .
  • Evaluated employee group health insurance plans and programs to accurately interpret and provide education on benefits options specific to government insurance.

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42. Prospective Customers

low Demand
Here's how Prospective Customers is used in Insurance Account Representative jobs:
  • Managed in-house software system to proactively contact and interact with prospective customers
  • Trained, coached, and mentored a staff of 2-3 telemarketers to identified new prospective customers using lead generating system.
  • Set appointments with current and prospective customers to review current policies and for cross-selling opportunities.
  • Meet with prospective customers and business owners in their homes, businesses, and other settings
  • Prepare sales materials for your appointments with prospective customers.
  • Spring Lake, North Carolina Performed daily prospect calls and emails to prospective customers.

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43. Policy Holders

low Demand
Here's how Policy Holders is used in Insurance Account Representative jobs:
  • Develop dependable relationships with policy holders through interpersonal skills effectively insulating book of business.
  • Contacted prospects and current policy holders to generate interest in insurance and financial products.
  • Provide insurance policies and legal documentation to policy holders, banks, title agencies, and dealerships.
  • Maintain and service current book of business, cross selling and provide additional services to policy holders.
  • Service existing policy holders by taking payments, filing claims, cancellations, and changes.
  • Review policy holders needs and advise them on insurance coverage's and bank products.
  • Meet with policy holders and discuss insurance options that best fits their needs.
  • Follow up with policy holders during the claims process.
  • Make changes to policy holders accounts.
  • Licensed Property and Casualty Insurance Agent * Performed day to day service activates for policy holders and other agents.

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44. Current Customers

low Demand
Here's how Current Customers is used in Insurance Account Representative jobs:
  • Provide service to current customers on existing insurance accounts as necessary.
  • Design & Maintain Custom Sequential Marketing Plans for Leads and Current Customers for Additional Products and Services.
  • Analyze current customers with strategic marketing tools agent and cultivate new raw clients into Branch office.
  • Schedule and Conduct Insurance and Financial Review Appointments for New and Current Customers.
  • Increased growth and facilitated retention with sales of additional products to current customers.
  • Educate prospects and current customers of all products offered by company.
  • Marketed and sold products to prospective and current customers.
  • Assisted current customers with all aspects of insurance needs.
  • Solicited new & current customers for sales.
  • Organized current customers' master records.
  • Managed current customers' needs, wrote new policies, resolved claim issues, and tracked all policies written.

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45. Potential Customers

low Demand
Here's how Potential Customers is used in Insurance Account Representative jobs:
  • Brainstormed new marketing ideas to grow the company's clientele and attract potential customers leading to the growth in revenue.
  • Assist our current and potential customers acquire and understand their insurance and financial products based on their needs.
  • Educate potential customers and clients about the wide variety of products and discounts offered by State Farm.
  • Interview life & health and property & casualty customers and potential customers.
  • Quote new business via ABS and prospect to potential customers.
  • Use prospector plus to call potential customers.

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46. Delinquent Accounts

low Demand
Here's how Delinquent Accounts is used in Insurance Account Representative jobs:
  • Interact with collection agencies via outbound and incoming calls to attempt and negotiate recovery of delinquent accounts.
  • Negotiate, process payment and set payment plans for current and delinquent accounts.
  • Prepare delinquent accounts for placement with outside Collection Agencies.
  • Forward delinquent accounts to outside collection agencies.
  • Handled customer related collection on delinquent accounts, including the resolution of outstanding issues preventing payment, suspension and account rehabilitation.
  • Identified and analyzed delinquent accounts for payment, established payment plans for self-pay customers and appealed outstanding insurance denials.

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47. Total Commitment

low Demand
Here's how Total Commitment is used in Insurance Account Representative jobs:
  • Maintained a strong work ethic with a total commitment to succeed in every day tasks.
  • Maintain a strong work ethic with a total commitment to success each and every day.

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48. Insurance Quotes

low Demand
Here's how Insurance Quotes is used in Insurance Account Representative jobs:
  • Assisted customers with insurance quotes and finalizing Auto, Homeowners, and Life insurance policies.
  • Cultivated insurance quotes, delivered sales presentations to prospects/clients and closed sales.
  • obtain existing insurance, personal information, home/auto details in order to run insurance quotes.
  • Make Daily Deposits.-Advise customers on coverage limits and products needed.-Prepare personalized insurance quotes.-Overcome objections and close sales.-Manage office and 2 Employees.
  • Provided insurance quotes for customers, researched and verified information for accuracy.
  • Provide insurance quotes based on information provided by potential customers.

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20 Most Common Skill for an Insurance Account Representative

Insurance Companies15.8%
Insurance Products13.1%
Customer Service12.4%
Financial Services8.8%
Loan Applications8.1%
State Farm7.4%
New Clients4.3%
Policy Changes3.3%

Typical Skill-Sets Required For An Insurance Account Representative

RankSkillPercentage of ResumesPercentage
1
1
Insurance Companies
Insurance Companies
12.3%
12.3%
2
2
Insurance Products
Insurance Products
10.1%
10.1%
3
3
Customer Service
Customer Service
9.6%
9.6%
4
4
Financial Services
Financial Services
6.8%
6.8%
5
5
Loan Applications
Loan Applications
6.3%
6.3%
6
6
State Farm
State Farm
5.8%
5.8%
7
7
New Clients
New Clients
3.4%
3.4%
8
8
Policy Changes
Policy Changes
2.5%
2.5%
9
9
Health Care
Health Care
2.4%
2.4%
10
10
Life Insurance
Life Insurance
2.4%
2.4%
11
11
Scheduling Appointments
Scheduling Appointments
2.2%
2.2%
12
12
Sales Goals
Sales Goals
1.7%
1.7%
13
13
Bank Products
Bank Products
1.7%
1.7%
14
14
Appropriate Products
Appropriate Products
1.6%
1.6%
15
15
Phone Calls
Phone Calls
1.6%
1.6%
16
16
Customer Relationships
Customer Relationships
1.5%
1.5%
17
17
Client Relationships
Client Relationships
1.5%
1.5%
18
18
Patient Accounts
Patient Accounts
1.5%
1.5%
19
19
Data Entry
Data Entry
1.3%
1.3%
20
20
New Accounts
New Accounts
1.3%
1.3%
21
21
Medicaid
Medicaid
1.2%
1.2%
22
22
Casualty Insurance
Casualty Insurance
1.2%
1.2%
23
23
Identify Customer
Identify Customer
1.2%
1.2%
24
24
Billing Questions
Billing Questions
1.1%
1.1%
25
25
Insurance Options
Insurance Options
1.1%
1.1%
26
26
Payment Arrangements
Payment Arrangements
1.1%
1.1%
27
27
Educate Customers
Educate Customers
1%
1%
28
28
Financial Products
Financial Products
1%
1%
29
29
Billing Clarification
Billing Clarification
0.9%
0.9%
30
30
CPT
CPT
0.9%
0.9%
31
31
Bank Deposits
Bank Deposits
0.9%
0.9%
32
32
EOB
EOB
0.8%
0.8%
33
33
Patient Payments
Patient Payments
0.7%
0.7%
34
34
Credit Card Transactions
Credit Card Transactions
0.7%
0.7%
35
35
A/R
A/R
0.7%
0.7%
36
36
Financial Reviews
Financial Reviews
0.7%
0.7%
37
37
Icd-9
Icd-9
0.7%
0.7%
38
38
Insurance Accounts
Insurance Accounts
0.7%
0.7%
39
39
Medical Records
Medical Records
0.7%
0.7%
40
40
Customer Accounts
Customer Accounts
0.7%
0.7%
41
41
Insurance Plans
Insurance Plans
0.6%
0.6%
42
42
Prospective Customers
Prospective Customers
0.6%
0.6%
43
43
Policy Holders
Policy Holders
0.6%
0.6%
44
44
Current Customers
Current Customers
0.6%
0.6%
45
45
Potential Customers
Potential Customers
0.6%
0.6%
46
46
Delinquent Accounts
Delinquent Accounts
0.6%
0.6%
47
47
Total Commitment
Total Commitment
0.6%
0.6%
48
48
Insurance Quotes
Insurance Quotes
0.5%
0.5%

55,826 Insurance Account Representative Jobs

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