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Become An Insurance Follow Up Representative

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Working As An Insurance Follow Up Representative

  • Interacting With Computers
  • Evaluating Information to Determine Compliance with Standards
  • Communicating with Supervisors, Peers, or Subordinates
  • Documenting/Recording Information
  • Getting Information
  • Mostly Sitting

  • Repetitive

  • $71,776

    Average Salary

What Does An Insurance Follow Up Representative Do

Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.

Duties

Financial clerks typically do the following:

  • Keep and update financial records
  • Compute bills and charges
  • Offer customer assistance
  • Carry out financial transactions

Financial clerks give administrative and clerical support in financial settings. Their specific job duties vary by specialty and by setting.

Billing and posting clerks calculate charges, develop bills, and prepare them to be mailed to customers. They review documents such as purchase orders, sales tickets, charge slips, and hospital records to compute fees or charges due. They also contact customers to get or give account information.

Gaming cage workers work in casinos and other gaming establishments. The “cage” in which they work is the central depository for money and gaming chips. Gaming cage workers sell gambling chips, tokens, or tickets to patrons. They count funds and reconcile daily summaries of transactions in order to balance books.

Payroll and timekeeping clerks compile and post employee time and payroll data. They verify and record attendance, hours worked, and pay adjustments. They ensure that employees are paid on time and that their paychecks are accurate.

Procurement clerks compile requests for materials, prepare purchase orders, keep track of purchases and supplies, and handle questions about orders. They respond to questions from customers and suppliers about the status of orders. They handle requests to change or cancel orders. They make sure that purchases arrive on schedule and that the items meet the purchaser’s specifications.

Brokerage clerks help with tasks associated with securities such as stocks, bonds, commodities, and other kinds of investments. Their duties include writing orders for stock purchases and sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, distributing dividends, and keeping records of daily transactions and holdings.

Credit authorizers, checkers, and clerks review the credit history, and get the information needed to determine the creditworthiness, of individuals or businesses applying for credit. Credit authorizers evaluate customers’ computerized credit records and payment histories to decide, based on predetermined standards, whether to approve new credit. Credit checkers call or write credit departments of business and service establishments to get information about applicants’ credit standing.

Loan interviewers, also called loan processors or loan clerks, interview applicants and others to get and verify personal and financial information needed to complete loan applications. They also prepare the documents that go to the appraiser and are issued at the closing of a loan.

New accounts clerks interview people who want to open accounts in financial institutions. They explain the account services available to prospective customers and help them fill out applications. They also investigate and correct errors in accounts.

Insurance claims and policy processing clerks process applications for insurance policies. They also handle customers’ requests to change or cancel their existing policies. Their duties include interviewing clients and reviewing insurance applications to ensure that all questions have been answered. They also notify insurance agents and accounting departments of policy cancellations or changes.

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How To Become An Insurance Follow Up Representative

A high school diploma or equivalent is typically required for most financial clerk jobs. These workers usually learn their duties through on-the-job training.

Education

Financial clerks typically need a high school diploma or equivalent to enter the occupation. Employers of brokerage clerks may prefer candidates who have taken some college courses in business or economics and, in some cases, require a 2- or 4-year college degree.

Training

Most financial clerks learn how to do their job duties through on-the-job training. Some formal technical training also may be necessary; for example, gaming cage workers may need training in specific gaming regulations and procedures.

Advancement

Financial clerks can advance to related occupations in finance. For example, a loan interviewer or clerk can become a loan officer, and a brokerage clerk can become a securities, commodities, or financial services sales agent, after obtaining the required education and license.

Important Qualities

Communication skills. Financial clerks should have good communication skills so that they can explain policies and procedures to colleagues and customers.

Math skills. The job duties of financial clerks, including calculating charges and checking credit scores, require basic math skills.

Organizational skills. Strong organizational skills are important for financial clerks because they must be able to find files quickly and efficiently.

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Insurance Follow Up Representative Videos

Phone Sales Training Live Sales Calls with Grant Cardone

USAA Banking and Insurance Sales and Service Call Center Careers

OrGano Gold Training w/ Brett Shoemaker How to Follow Up After an OG Opportunity Conference Call""

Insurance Follow Up Representative Jobs

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Insurance Follow Up Representative Career Paths

Insurance Follow Up Representative
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Average Length of Employment
Billing Specialist 2.9 years
Insurance Biller 2.9 years
Insurance Analyst 2.8 years
Follow Up Clerk 2.8 years
Insurance Verifier 1.9 years
Top Careers Before Insurance Follow Up Representative
Cashier 5.0%
Teller 2.9%
Specialist 2.5%
Top Careers After Insurance Follow Up Representative
Specialist 3.3%
Supervisor 2.9%
Collector 2.6%
Analyst 2.6%

Do you work as an Insurance Follow Up Representative?

Insurance Follow Up Representative Demographics

Gender

Female

87.7%

Male

11.4%

Unknown

0.9%
Ethnicity

White

62.9%

Hispanic or Latino

14.9%

Black or African American

11.3%

Asian

7.0%

Unknown

3.9%
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Foreign Languages Spoken

Spanish

83.3%

Italian

5.6%

Vietnamese

5.6%

French

5.6%
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Insurance Follow Up Representative Education

Schools

University of Phoenix

25.7%

Ultimate Medical Academy - Clearwater

6.8%

Pima Community College

5.4%

Liberty University

5.4%

Gaston College

5.4%

Wayne State University

4.1%

Heald College - Central Administrative Office

4.1%

Strayer University

4.1%

Bellevue University

4.1%

Ashford University

4.1%

Midlands Technical College

4.1%

Southern New Hampshire University

4.1%

All American Career College

4.1%

University of Southern Maine

2.7%

Texas Southern University

2.7%

Western Carolina University

2.7%

Des Moines Area Community College

2.7%

Community Care College

2.7%

Remington College

2.7%

Pennsylvania State University-Penn State Mont Alto

2.7%
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Majors

Health Care Administration

30.9%

Business

27.2%

Accounting

4.3%

Computer Information Systems

4.0%

General Studies

4.0%

Management

3.7%

Medical Assisting Services

3.0%

Nursing

3.0%

Communication

3.0%

Insurance

3.0%

Criminal Justice

2.3%

Psychology

1.7%

Information Technology

1.7%

Marketing

1.3%

Human Resources Management

1.3%

Secretarial And Administrative Science

1.3%

Human Services

1.3%

Political Science

1.0%

Biology

1.0%

Computer Science

1.0%
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Degrees

Other

32.5%

Bachelors

24.3%

Associate

19.6%

Certificate

10.8%

Diploma

7.1%

Masters

5.0%

License

0.5%
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Insurance Follow Up Representative Videos

Phone Sales Training Live Sales Calls with Grant Cardone

USAA Banking and Insurance Sales and Service Call Center Careers

OrGano Gold Training w/ Brett Shoemaker How to Follow Up After an OG Opportunity Conference Call""

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How Would You Rate The Salary Of an Insurance Follow Up Representative?

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Top Skills for An Insurance Follow Up Representative

  1. Insurance Companies
  2. Insurance Follow-Up
  3. Patient Accounts
You can check out examples of real life uses of top skills on resumes here:
  • Performed follow-up billing for Mills-Peninsula Hospital in California as well as collection of payments from patients and insurance companies.
  • Implemented a training program for all new insurance follow-up representatives.
  • Posted private and insurance payer payments to patient accounts and ensured payments were calculated accurately.
  • Receive and work patient and insurance correspondence.
  • Contacted various insurance companies, including Medicare and Medicaid regarding patient eligibility, claim status, and claim reprocessing.

What is it like to work as an Insurance Follow Up Representative

5.0

Insurance Specialist

May 14, 2019 on Zippia

What was your job title?

Insurance Follow Up Representative.. Show More

What do you like the most about working as Insurance Follow Up Representative?

I like to work with the Claim Submission, Followup on the claim process, work on the denials of the claims by the insurance companies, submit the corrected claims for reprocessing for the prompt payment on the claims by the insurance companies, post the payment received from the insurance companies and maintain an accurate patient's account, communicate with the patients about their accounts for their balance and post the payment received into their account, answer to all the queries from the patients and insurance rep and work with appeals for the claims denied by the insurance companies... Show More

What do you NOT like?

I don't like when the insurance companies give hard time and deny the claims even if it is a payable code... Show More

How Would You Rate Working As an Insurance Follow Up Representative?

Are you working as an Insurance Follow Up Representative? Help us rate Insurance Follow Up Representative as a Career.

Top Insurance Follow Up Representative Employers

Jobs From Top Insurance Follow Up Representative Employers

Insurance Follow Up Representative Videos

Phone Sales Training Live Sales Calls with Grant Cardone

USAA Banking and Insurance Sales and Service Call Center Careers

OrGano Gold Training w/ Brett Shoemaker How to Follow Up After an OG Opportunity Conference Call""

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