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Insurance follow up representative skills for your resume and career

Updated January 8, 2025
4 min read
Quoted expert
Li Zhang Ph.D.
Below we've compiled a list of the most critical insurance follow up representative skills. We ranked the top skills for insurance follow up representatives based on the percentage of resumes they appeared on. For example, 16.6% of insurance follow up representative resumes contained patients as a skill. Continue reading to find out what skills an insurance follow up representative needs to be successful in the workplace.

15 insurance follow up representative skills for your resume and career

1. Patients

Here's how insurance follow up representatives use patients:
  • Networked with various patient accounts financial officers of several medical centers and hospitals to certify uninsured patients for Medicaid.
  • Performed follow-up billing for Mills-Peninsula Hospital in California as well as collection of payments from patients and insurance companies.

2. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how insurance follow up representatives use customer service:
  • Responded to customer service department inquiries for accurate patient billing.
  • Assisted with customer service and patient registration when necessary.

3. Medical Billing

Here's how insurance follow up representatives use medical billing:
  • Perform full-cycle medical billing in a fast-paced medical billing company.
  • Certificate in medical billing & coding or equivalent preferred.

4. Patient Accounts

Patient accounts are a part of a hospital information system that is used for storing financial data, keeping a record of healthcare costs, and providing information regarding patient billing. It deals with the financial aspects of the healthcare setting.

Here's how insurance follow up representatives use patient accounts:
  • Resolved all credits and undistributed activity assigned through daily distributions and reports by auditing and thoroughly researching patient accounts.
  • Posted private and insurance payer payments to patient accounts and ensured payments were calculated accurately.

5. Phone Calls

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how insurance follow up representatives use phone calls:
  • Answer phone calls from patient's, attorney's office(s), other providers, and insurance companies.
  • Receive and answer patient phone calls, emails inquiries regarding charges and/or billing discrepancies for third party payers.

6. Appeals

Here's how insurance follow up representatives use appeals:
  • Filed/recommended adjustments where appropriate for medical necessity qualifications, duplicate, contractual, and past filing claim and appeals deadlines.
  • Conducted analysis/research and led dispute resolutions in appeals processes.

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7. Health Insurance

Here's how insurance follow up representatives use health insurance:
  • Worked with a case load of 6 health insurance carriers, to follow up on claims that were denied.
  • Helped facilitate client information and documentation between providers and the State of Michigan to provide health insurance to clients.

8. CPT

CPT is a medical term that stands for Current Procedural Terminology. Whenever a procedure like surgery or diagnosis occurs or some other medical service is rendered to a patient, it is reported to the concerned physician, insurance company, or organization. The aforementioned practice is widely referred to as CPT.

Here's how insurance follow up representatives use cpt:
  • Reconciled commercial and government accounts, ensuring CPT and diagnostic codes are accurate.
  • Contacted various medical office personnel to obtain correct CPT and ICD-9 Codes.

9. Insurance Claims

Here's how insurance follow up representatives use insurance claims:
  • Contracted with hospitals to recover\correct and collect outstanding insurance claims
  • Documented accounts with information gathered while investigating insurance claims.

10. Medicaid

Here's how insurance follow up representatives use medicaid:
  • Contacted various insurance companies, including Medicare and Medicaid regarding patient eligibility, claim status, and claim reprocessing.
  • Researched and analyzed Medicaid applications for required documents to obtain claim resolution.

11. EOB

EOB stands for explanation of benefits. This is a common outline provided as part of many health insurance plans to explain what services were completed, the co-pay required for each appointment, and how much of your payment is covered by health insurance. EOB is an indication that your insurance claim has already been processed.

Here's how insurance follow up representatives use eob:
  • Receive EOB denials to get reasons for claim payment denials and resolve the issue
  • Review EOB's remittance advice reflecting payments and/or denials.

12. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how insurance follow up representatives use outbound calls:
  • Place outbound calls to insurance companies.
  • Take inbound and outbound calls from various insurance companies in regards to PT accounts, claims, and eligibility statuses.

13. Insurance Carriers

Here's how insurance follow up representatives use insurance carriers:
  • Utilized insurance carriers' internet website for researching patient benefit eligibility and status of claims.
  • Secured needed medical documentation required or requested by third party insurance carriers.

14. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how insurance follow up representatives use data entry:
  • Performed data entry tasks, followed up on unpaid claims, and verified insurance.
  • Process paper correspondence; data entry, filing, and delivery of packages.

15. Billing System

A billing system is a system for issuing invoices related to fees payable by each party under an access agreement. Billing systems often include payment software that automates the process of collecting payments, sending recurring invoices, tracking expenses, and tracking invoices, and generates reports for management and records payments to the accounts of the customers.

Here's how insurance follow up representatives use billing system:
  • Bill claims to third parties accurately and expeditiously via electronic transmission billing system.
  • Collaborate with senior management to improve billing systems and procedures.
top-skills

What skills help Insurance Follow Up Representatives find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What hard/technical skills are most important for insurance follow up representatives?

Li Zhang Ph.D.

Professor, St. Cloud State University

It would be analytical skills and numerical skills, no matter if it's in underwriting, claims, actuarial, investment, sales, or other positions. For example, a successful salesperson should be able to efficiently analyze the client's information, assess the client's need, recommend the appropriate products, and convey product advantages and disadvantages clearly. Also, competent employees should be comfortable with working with numbers/graphs to communicate with clients or coworkers.
Do you want to know more?
Read more about what experts have to say about insurance follow up representative

List of insurance follow up representative skills to add to your resume

Insurance follow up representative skills

The most important skills for an insurance follow up representative resume and required skills for an insurance follow up representative to have include:

  • Patients
  • Customer Service
  • Medical Billing
  • Patient Accounts
  • Phone Calls
  • Appeals
  • Health Insurance
  • CPT
  • Insurance Claims
  • Medicaid
  • EOB
  • Outbound Calls
  • Insurance Carriers
  • Data Entry
  • Billing System
  • HIPAA
  • Unpaid Claims
  • Billing Issues
  • Hippa
  • Insurance Denials
  • Medical Claims
  • ICD-9
  • Ub-04
  • Account Resolution
  • Resubmit Claims
  • Insurance Correspondence
  • Insurance Billing
  • ICD-10
  • Process Claims
  • Payment Arrangements
  • Insurance Verification
  • Medical Documentation
  • Billing Errors
  • Insurance Eligibility
  • Patient Demographics
  • Cash Flow
  • Account Balances
  • Insurance Coverage
  • HMO
  • IDX
  • HCFA
  • Insurance Websites
  • Hospital Claims
  • Unpaid Accounts
  • Medical Necessity
  • Credit Balances
  • Patient Payments

Updated January 8, 2025

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.

Updated January 8, 2025

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