Top Insurance Representative Skills

Below we've compiled a list of the most important skills for an Insurance Representative. We ranked the top skills based on the percentage of Insurance Representative resumes they appeared on. For example, 24.6% of Insurance Representative resumes contained Insurance Companies as a skill. Let's find out what skills an Insurance Representative actually needs in order to be successful in the workplace.

The six most common skills found on Insurance 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 Representative jobs:
  • Followed up with various insurance companies regarding payment, reimbursement or other billing information associated with individual patients.
  • Researched Explanation of Benefit rejections received from insurance companies and submitted appeals for rejected charges.
  • Verify insurance coverage, initiate and/or obtain authorizations from insurance companies for various therapies.
  • Perform outgoing calls to insurance companies and customers to verify insurance information.
  • Resolved outstanding insurance claims and ensured proper collection from insurance companies.
  • Evaluated insurance documentation from insurance companies to verify collateral was insured.
  • Contacted insurance companies regarding information on claim status and patient responsibility.
  • Contacted insurance companies regarding any irregularities or non-payment of claims.
  • Communicate with insurance companies regarding claim rejections and other discrepancies.
  • Submitted clean claims to insurance companies electronically and manually.
  • Call insurance companies regarding patient eligibility and/or online tools.
  • Organized meetings with Provider Representatives from various Insurance Companies.
  • Organize refund requests from insurance companies with required documentation.
  • Received payment from insurance companies and determined patient liability.
  • Prepared itemized statements for patients and insurance companies.
  • Maintained vendor relations with lender placed insurance companies.
  • Negotiated with insurance companies for new and renewal business
  • Submitted insurance claims to commercial insurance companies.
  • Faxed insurance companies for verification.
  • Assisted customers with verify insurance companies and contacting doctors' offices and facilities to verify if current insurance selection was valid.

Show More

2. Customer Service

high Demand
Here's how Customer Service is used in Insurance Representative jobs:
  • Worked diligently at relationship building between both my company and Progressive to streamline replacement rental practice and provide stellar customer service.
  • Provided customer service and assistance, responding to member inquiries for organization that represents the lumber industry nationwide.
  • Research and obtain required documents to resolve misdirected payment issues and provide internal coverage for customer service calls
  • Delivered exceptional customer service by building rapport and proactively assisted as an advocate to resolve service issues.
  • Performed daily operations including writing new business, processing endorsements, and providing impeccable customer service.
  • Managed a staff of 15 individuals including management personnel, customer service representatives and tellers.
  • Perform database maintenance for internal patient reference data for submission to Customer Service Department.
  • Addressed customer service inquiries in a timely and accurate fashion using a claimant-centered approach.
  • Provided a world-class customer service experience for customers by answering questions and diffusing frustrations.
  • Provided comprehensive and prompt customer service to members, business associates and prospective customers.
  • Administered underwriters and customer service procedures to meet deadlines and get policies approved.
  • Provide customer service representation for busy insurance call center from remote home location.
  • Performed multiple customer service duties to ensure the company operated smoothly and efficiently.
  • Provide excellent customer service by answering questions related to insurance services and products.
  • Provide exceptional customer service while also meeting the quality requirements of management.
  • Analyzed and defined customer service insurance processing errors for call center management.
  • Structured and maintained a customer service based operations that produced measurable results.
  • Manage all administrative functions and supervision of customer service replacement lens program.
  • Provide communication with Associates to solve problems and deliver good customer service
  • Provided excellent customer service which resulted in increased customer retention.

Show More

3. Auto Insurance

high Demand
Here's how Auto Insurance is used in Insurance Representative jobs:
  • Provide automobile members information on their auto insurance policy and homeowners.
  • Educated customers on auto insurance policies including limits, exclusions, and premium amounts insuring a good understanding of policy specifics.
  • Service auto insurance policies including correcting billing discrepancies, changing pay plans, postponing payments, and adjusting recurring pay dates.
  • Assist clients with any auto insurance question as well as help them make an educated decision about the subject.
  • Settle auto insurance claims on the customer's behalf to ensure the bank's secured interest is protected.
  • Answer phones, filing, help customers with their policies, collect money for payments, auto insurance.
  • Licensed auto insurance Agents call me to when they are unable to answer customer's questions.
  • Assisted USAA members in obtaining and servicing auto insurance contracts in a phone intensive environment.
  • Called auto insurance carriers for hospital auto accident patients seen in the emergency room.
  • Assisted customer's in getting a quote for full or liability auto insurance.
  • Assist with complex billing questions while educating on auto insurance laws and liabilities.
  • Helped customers with the purchase of home, life and auto insurance.
  • Demonstrated a thorough understanding of personal, home and auto insurance products.
  • Drive sales by qualifying leads that have inquired about Auto Insurance.
  • Recruited customers, and managed their auto insurance files.
  • Managed the Auto Insurance part of the Business.
  • Assist customers and Agents with auto insurance questions.
  • Provide quotes for personal and commercial auto insurance.
  • Sell life, home and auto insurance.
  • Quoted and approved new auto insurance policies.

Show More

4. Financial Needs

high Demand
Here's how Financial Needs is used in Insurance Representative jobs:
  • Prepare Financial Needs Analysis Reports for clients after collecting sensitive and personal information.
  • Interviewed prospective clients analyzed their financial needs for existing coverage.
  • Develop and Coordinate a protection plan for the clients based on the client's financial needs by scheduling fact finding appointments.
  • Displayed ability to work as a team member to provide insurance and financial needs to current and prospective clients.
  • Educated clients about the company's products and analyzed the clients financial needs.
  • Helped clients in converting 401k's meeting their financial needs.
  • Meet with clients to determine their financial needs.
  • Provide customers with insurance and financial needs.
  • Produce financial needs analyses and financial stability timeline to determine what products company offered to accomplish client goals.
  • Presented a Financial Needs Analysis for clients and explained Term Life insurance and investments by cold calling and setting appointments.
  • Assist in performing Financial Needs Analysis (FNA) and selecting appropriate coverages for clients.
  • Use Financial Needs Analysis for product recommendation Propose life products to recommended proper amounts Evaluate company's health products for sufficient coverage
  • Obtained Life and Health License Independent Sales Agent selling life Insurance Policies to families Presenting financial needs analysis to families and individuals

Show More

5. Life Insurance

high Demand
Here's how Life Insurance is used in Insurance Representative jobs:
  • Determine life insurance protection plan by calculating and quoting rates for immediate coverage and long-term strategy implementation.
  • Obtain underwriting approval by completing application for life insurance coverage.
  • Licensed agent representing payroll deduced life insurance.
  • Conduct professional interviews with life insurance applicants using guided scripts to ensure a thorough collection of medical and life style information.
  • Contacted senior citizens to set appointments to review their health, life insurance, short & long term care coverage options.
  • Make requested policy and account changes to existing life insurance and annuity accounts as well as provide explanations of benefits.
  • Worked with the elderly to review and assist in Medicare Supplement Programs, prescription needs and life insurance policies.
  • Evaluated customer's existing and potential product needs and make recommendations to show the benefits of Life Insurance.
  • Promote and sell various types of Life Insurance and Retirement products to individuals on behalf of VantisLife.
  • Use my website to set customers up with life insurance to better protect them and their families.
  • Initiated contact with potential clients to determine need for life insurance, annuities, and long-term care.
  • Prospected to sell life insurance, all term insurance, to potential clients and recruited them.
  • Assist clients with selecting appropriate life insurance plan most suitable and beneficial to their specific needs.
  • Offer and provide Life Insurance to clients to provide better peace of mind for final expense planning
  • Obtained new customers and provided solutions via sales of health and life insurance and annuity products.
  • Determined potential client's needs for life insurance and initiated application process with those who qualified.
  • Respond to consumer inquiries regarding life insurance policies* Assist consumers in selecting and signing a policy.
  • Skyrocketed life insurance closings from 5 to 25 per month, beating out all previous goals.
  • Developed client base with needs for supplemental and life insurance via referrals and cold calling.
  • Started out as a MetLife Insurance Rep, then was promoted to Virgin Mobile Rep.

Show More

Job type you want
Full Time
Part Time
Internship
Temporary

6. Phone Calls

high Demand
Here's how Phone Calls is used in Insurance Representative jobs:
  • Answer customer telephone calls regarding Property and Casualty automobile insurance contracts, billing and processing changes to policies
  • Answered incoming telephone calls within Center from homeowners and Insurance Company Representatives regarding insurance claims.
  • Communicated via inbound and outbound telephone calls with Medicare consumers regarding prescription drug plans.
  • Answered incoming telephone calls and scheduled necessary appointments.
  • Answer telephone calls, use computers to quote customers and handle other insurance- based needs customers may require.
  • Managed book of business daily; prospected via referral and x-dating, direct mail, and telephone calls.
  • Maintained above 90% Quality Assurance rating on phone calls monitored to ensure the information met federal regulations.
  • Organize and manage mailing to customer, phone calls, and policy review through good time management.
  • Take inbound and outbound phone calls to assist people turning 65 in the basics of Medicare.
  • Answer incoming phone calls from patients with questions on their insurance coverage and payment responsibilities.
  • Monitored phone calls, quality assured policy changes, and made myself available for questions.
  • Make warm and cold phone calls as well as make payments and take claims.
  • Answered telephone calls regarding bills and auto quotes as well as took claim information.
  • Enter hospital charges, patient payments, answer and return patient phone calls.
  • Process applications Data entry Filing Faxing Answering phone calls(Temporary Position)
  • Follow up on outstanding medical claims via phone calls or written.
  • Answered and serviced up to 2000 phone calls per month.
  • Answered phone calls and help patients with understanding their bill.
  • Make phone calls every morning to possible future clients.
  • Answered customer phone calls, questions and offered services.

Show More

7. New Clients

high Demand
Here's how New Clients is used in Insurance Representative jobs:
  • Generated and developed property and casualty insurance leads into new clients.
  • Oversee B2B client relationships and existing contracts as well as implement and develop new clients without a contract for voluntary benefits.
  • Enrolled new clients, maintained book of business daily, and cross-sold products by way of telecommunication and in-person appointments.
  • Provided excellent customer service to existing and new clients for the purpose of providing life insurance coverage for families.
  • Worked independently from home office, drove to clients place of business to manage and developed new clients.
  • Managed client data base and demonstrated persuasive and effective communication skills to gain new clients.
  • Build and maintain client base, keep client plans up-to-date and acquire new clients.
  • Managed client relationships; utilized a multiple source prospecting system to obtain new clients.
  • Maintained proper and efficient detailed records of potential sales leads and new clients.
  • Consulted auto, homes, rental and commercial policies with new clients.
  • Canvass neighbors of existing clients to find chances to develop new clients.
  • Created marketing literature, advertisements and portfolios to attract new clients.
  • Seek out new clients and develop my current clientele by networking.
  • Write and issue insurance policies for existing and new clients.
  • Worked closely with the Marketing Department to establish new clients.
  • Seek out new clients and explain types of coverage.
  • Followed up on referrals on potential new clients.
  • Manage and maintain existing and new clients.
  • Performed sales presentations to new clients.
  • Maintain and attract new clients.

Show More

8. Data Entry

high Demand
Here's how Data Entry is used in Insurance Representative jobs:
  • Performed data entry information related to customers claims.
  • Performed 10-key, data entry, sorting documents, copying and filing in a fast-paced, deadline-oriented environment.
  • Resolved any unusual denials and low payments, data entry and edit of patient insurances and demographic information.
  • Conduct analysis and data entry of service requests through utilization of general knowledge of all Liberty Life products.
  • Performed various general office duties including data entry, filing, answering phones, and patient billing.
  • Performed accounts data entry tasks and send it via e-mail to follow-up claims status.
  • Provide in-bound customer service support, data entry, processing and submitting literature requests.
  • Provided data entry for care which has been arranged by the Pre-Authorization coordinators.
  • Performed clerical duties, including data entry, filing documents, mail, calendar
  • Performed account inquiries, data entry, filing and other office related activities.
  • Assisted other departments in data entry for month end and year end closing.
  • Performed data entry of policy restorations, CWA and any new business.
  • General clerical duties; answering phones, filing and data entry.
  • Answer telephones, data entry, and running reports.
  • Performed client data entry and processed quotes.
  • Interacted with customers by answering questions, obtaining information, and explaining available services Data Entry
  • Served as office administrator, conducting data entry, interviews, payroll tracking and also trained new employees.
  • job requires typing/data entry skills.
  • Answer all Insurance inquiries/ Resolving issues Data Entry all Information updates, Scheduling Appointments, Co-Pay options, and other Admin Duties
  • Sell Insurance Policies and give quotes to walk in customers Data entry using numerous software programs Daily drawer cash count.

Show More

9. Medicaid

high Demand
Here's how Medicaid is used in Insurance Representative jobs:
  • Reviewed medical web sites and Medicare inquiry system to determine eligibility for Medicaid and other insurance policies.
  • Researched denied claims in order to appeal claim for payment based on Medicare/Medicaid/insurance carriers' specifications.
  • Assisted field agents with Medicare applications, review Medicaid state system regarding eligibility.
  • Assisted patients with Medicaid and charity applications.
  • Processed Medicaid claims verifying information as required.
  • Utilized Medicaid/Medicare websites for prompt billing purposes.
  • Assist Medicaid recipients with general qualifications.
  • Self-trained with government Medicaid manual.
  • Even though I primarily worked with Medicare and Medicaid insurance, I also, dealt with other insurance companies as well.
  • Contacted patients to verify insurance including but not limited to Medicare and Medicaid as well as several other insurance companies.
  • Filed Medicaid and Medicare policy plans for patients who failed to provide coverage information at time of admission.
  • Follow up with any managed Medicaid accounts to obtain provider names, provider numbers and/or authorizations as needed.
  • Learned quickly about Medicaid insurance and demonstrated in depth knowledge in order to answer questions concerning clients benefits.
  • Submit all billing for 5 mental health facilities - Private, Medicare and Medicaid Insurances.
  • Assign Medicaid users to specific doctor's offices and provide referrals and prior authorizations.
  • Answer all questions about private insurance, Medicare and Medicaid for clients and staff.
  • Submitted medical insurance claims to all insurance carriers, Medicare, and Medicaid.
  • Verify Medicaid coverage through calling EDS and call pending patients regarding application status.
  • Attend seminars to keep abreast of changes within Medicare and Medicaid policies.
  • Processed Georgia insured members through Medicaid and Peach Care for Kids programs.

Show More

10. Insurance Products

high Demand
Here's how Insurance Products is used in Insurance Representative jobs:
  • Educated customers over the phone to ensure customer understanding of health insurance products which resulted in increased sales efficiency and productivity.
  • Develop and implement marketing strategies to compete with other individuals or companies selling competitive insurance products.
  • Contacted and collected premiums from policyholders and set-up appointments with prospect regarding insurance products.
  • Qualified customers as potential buyers of insurance products and referred cross-sell opportunities as required.
  • Retained and acquired customers by offering life insurance products for increased company revenue.
  • Provided inbound and outbound customer support related to Automobile and Property insurance products.
  • Answered telephone inquiries on credit card insurance products and member eligibility.
  • Identify promotional opportunities, design promotional materials and promote insurance products.
  • Analyzed customer's individual risks and recommended appropriate insurance products.
  • Coordinated public service events to create awareness on insurance products.
  • Converted direct marketing leads into insurance products.
  • Provide information about insurance products.
  • Marketed annuity and insurance products.
  • Team leader responsible for sales of property and casualty insurance products for more than 14 insurance carriers in all 50 states.
  • Received incoming calls from advertising leads, offering Insurance products (auto, home, renters, condo, flood).
  • Maintain extensive and current knowledge of Whole Life, Universal, and Term Life insurance products, completing 3 LOMA exams.
  • Process applications and quotes for various insurance products including but not limited to Auto, Life, Health etc.
  • Keep members informed about available products and services, pricing, and new insurance products and/or promotions.
  • Engaged prospects with different insurance products such as Auto and Homeowners on behalf of a new agency.
  • Promote insurance products on behalf of one of the largest health providers in the United States.

Show More

11. New Accounts

high Demand
Here's how New Accounts is used in Insurance Representative jobs:
  • Prepared marketing presentations for new accounts in addition to securing renewal business.
  • Collaborated with new agents in the development of new accounts and the implementation of our online system, E.L.A.D.
  • Enrolled new accounts in AFLAC programs, through presentations generated from calling on businesses.
  • Created marketing strategies to secure new accounts.
  • Created new clients by opening new accounts.
  • Participated in various incentive programs and contests designed to support achievement of production goals.Established more than 300 new accounts.
  • Developed new accounts Managed ongoing corporate accounts Wrote insurance drafts and proposals Oversaw office equipment and maintenance Provided workers with financial statements

Show More

12. Outbound Calls

high Demand
Here's how Outbound Calls is used in Insurance Representative jobs:
  • Make outbound calls to insurance companies to discuss denied claims, maintain proper inventory count through the use of the system.
  • Accepted inbound calls as well as making outbound calls to complete medical telephone interviews with our clients for their Life Insurance Policy
  • Assist other MSR's with questions and problem solving skills to better help customers during inbound and outbound calls.
  • Performed inbound and outbound calls on behalf of Company to give quotes and to sell insurance to prospective customers.
  • Handle both incoming and outbound calls, while answering questions, educating, consulting, and advising consumers.
  • Make outbound calls if needed and timely follow-up with the member regarding any further questions and concerns.
  • Initiate outbound calls to customers that requested a call back to discuss their insurance.
  • Assisted other departments with making outbound calls and opening the mail, when needed.
  • Addressed Inbound/outbound calls, scheduled appointments and timely reports the findings to the Front Office.-
  • Handle outbound calls to patients that have been seen in the emergency room.
  • Make outbound calls to insurance companies, Doctors' offices, pharmacies etc.
  • Provided high quality customer service while producing sales via inbound and outbound calls.
  • Handled inbound/outbound calls and answered questions for clients interested in life insurance.
  • Make outbound calls to customers regarding changes to there insurance application.
  • Trained new representatives on how to handle inbound and outbound calls.
  • Handled incoming and outbound calls with patients and insurance companies.
  • Handled customer inquiries by way of inbound/outbound calls and email.
  • Make outbound calls to patients to obtain insurance information.
  • Make some outbound calls based on web based inquiries.
  • Received inbound calls; Made outbound calls;.

Show More

13. Health Care

high Demand
Here's how Health Care is used in Insurance Representative jobs:
  • 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.
  • Developed client contacts in effort to produce and coordinate long term health care, disability, life and other insurance benefits.
  • Provide excellent customer support for active, and retired agents, as well as health care providers.
  • Answer incoming phone calls from insurance companies, health care providers, and agents.
  • Provide primary contact assistance for consumers with information and action on health care status.
  • Bill Health care for MVA related hospital visits within the metro Atlanta area.
  • Handled customer inquires, complaints, and other health care insurance needs.
  • Provide support to patients in navigating the health care system.
  • Provided mediation between the health care providers and patients.
  • Enrolled clients into Health Care policies offered.
  • Reviewed Health Care policies with clients.
  • Inducted into the Health Care One Hall of Fame.
  • Processed health care applications Determined eligibility for consumers based on income, household size, age, and more.
  • Up to date with seperate certification for the Affordable health care AHIP and Market Place
  • Collaborated with patients, prescribers, pharmacies and other health care professionals.

Show More

14. Insurance Plans

high Demand
Here's how Insurance Plans is used in Insurance Representative jobs:
  • Advise individuals about procedures on obtaining membership and insurance plans by detailing policies, qualifications and vendor contracts.
  • Informed and enrolled customers in Medicare health insurance plans
  • Acquired training on systems, HIPPA guidelines, the design and function of insurance plans, and standard business processes.
  • Assisted members on the phone about individual health insurance plans, assigned doctors, in charge of customer profile upkeep
  • Boosted employee morale of clients by designing well-received health and life insurance plans for individual and group insurance programs.
  • Customized insurance plans to fit the customer's need Exceeded daily sales goals on a regular basis General customer service
  • Get customers signed up, and enrolled in insurance plans through the marketplace and direct enrollment through UnitedHealth.
  • Prospected clients, scheduled meetings, and developed new personal insurance plans based on Needs Analysis.
  • Explained insurance plans and bills, went over benefits, and sent claims back for reprocessing.
  • Customize insurance plans to suit individual customer needs, covering a variety of risks.
  • Review, research and negotiate health insurance plans, benefit options and other contracts.
  • Obtain approval from insurance company for Medicare members and explain various Medicare insurance plans.
  • Obtained prior authorizations for high tech procedures on any and all insurance plans.
  • Maintain a working knowledge of managed care and commercial insurance plans.
  • Assessed the needs of clients and offered appropriate insurance plans.
  • Set up hazard and flood insurance plans for new customers.
  • Enroll a diversity of company's into insurance plans.
  • Process health insurance plans and renewals.
  • Enrolled students into University Insurance plans.
  • Enrolled new and existing customer into health insurance plans and ensured the customer prescription plan was correct.

Show More

15. Medical Records

average Demand
Here's how Medical Records is used in Insurance Representative jobs:
  • Implemented Medical Records system, and implemented electronic billing for all insurances except Medicare.
  • Review medical records and accounts for possible coding discrepancies that prohibit claim adjudication.
  • Review and request medical records send medical records to appeal for retro authorization, medical necessity and appealed all denied claims.
  • Examine medical records, post charges, file insurance, post payments, complete disability insurance forms, review outstanding claims
  • Keyed demographics, posted charges, Downloaded Medic for daily batch work, and retrieved medical records for auditing purposes.
  • Processed and pull medical records for all worker compensation claims and worked all insurance denials.
  • Filed third party insurance * Set medical records up for imaging * Assisted team leader
  • Obtain Doctors orders, medical records and therapy progress/evaluation notes for the payment process.
  • Obtain and review medical records from doctors/hospitals required to process a claim.
  • Faxed/mailed/requested medical claims (UB-04's), medical records or correspondence.
  • Handled front office administration duties such as medical records filing and phones.
  • Request, copy and mail medical records to insurance companies for payments.
  • Collect co-pays, manage medical records and produce monthly compliance reports.
  • Trusted with access to patient private information and medical records.
  • Issue medical records for further review and reconsideration of claims.
  • Print medical records and submit with requested by the insurance company
  • Updated and maintained all clients' medical records.
  • Assist clients with insurance purchases and medical records.
  • Review medical records and process claim payouts.
  • Called doctor's office to get correct insurance information or medical records or how long patient was actually in the hospital.

Show More

16. Policy Changes

average Demand
Here's how Policy Changes is used in Insurance Representative jobs:
  • Assisted Quality Assurance department by reviewing policy changes completed within call center for errors/accuracy.
  • Processed some policy changes, policy maintenance and cancellations based on appropriate approvals.
  • Communicated policy changes to the workforce and coordinated mass distribution of information packages.
  • Processed any requested policy changes and noted account appropriately where required after calls.
  • Manage and update customer insurance policy changes and accounts
  • Handled policy changes and conducted underwriting for renewals.
  • Verify coverage for customers or verify that policy changes were made and provide proof of insurance documents to customers.
  • Responded to inquiries from customers regarding coverage, policy changes, premium payments, and related matters.
  • Processed non-direct distribution calls using Compass system templates to contact agents for policy changes.
  • Processed policy changes and endorsements from agents, customers, and third party vendors.
  • Serviced clientele s policy changes, billing, coverage and claims inquiries.
  • Assisted and counseled customers/ agents on policy changes, billing/ technical support.
  • Assisted with policy changes and billing inquires for new and old customers.
  • Completed policy changes, additions, and cancellations for current customers.
  • Process policy changes, take payments per policy holder request.
  • Proved quotes on policy change inquires and processed policy changes.
  • Serviced existing customers with policy changes instantly over the phone.
  • Reviewed new business policies and current policy changes for accuracy.
  • Updated for sales prospects and upkeep of policy changes.
  • Verify coverage and policy changes for customers.

Show More

17. Patient Accounts

average Demand
Here's how Patient Accounts is used in Insurance Representative jobs:
  • Provide excellent customer service to patients and sites regarding patient accounts, payment responsibility and outstanding claims with insurance company.
  • Communicated with clients, delivering exceptional customer service; researched patient accounts and responded to inquiries.
  • Post contractual adjustment to patient accounts and transfer deductible to patient responsibility.
  • Documented all patient accounts once information is received from insurance company.
  • Administrated accounts receivable with post patient/insurance payments for patient accounts.
  • Post payments to correct accounts, set up financial arrangements, and audit of patient accounts.
  • Entered financial information and payments to guarantee that patient accounts were posted accurately and on time.
  • Managed and filed patient claims to various insurance companies and posted charges to patient accounts.
  • Provided customer service, reviewed patient accounts, and answered patient inquiries regarding claims.
  • Coordinated insurance, Medicare, Medicaid and patient payments with follow-up on patient accounts.
  • Review insurance payments, private payments, and denials to appropriate patient accounts.
  • Interacted with insurance companies to insure proper handling of patient accounts.
  • Completed and printed reports on high and low dollar patient accounts.
  • Handled customer calls/took payments and made notes on patient accounts.
  • Review patient accounts to assure insurance is paying accordingly.
  • Handled re-billing and followed up on patient accounts.
  • Posted payments and rejections to patient accounts.
  • Processed credit balances on patient accounts.
  • Collected missing and incomplete insurance information from patients seen in emergency rooms Updated demographic information in patient accounts
  • Provided information regarding patient accounts to authorized callers while complying with HIPPA guidelines and regulations.

Show More

18. Billing Questions

average Demand
Here's how Billing Questions is used in Insurance Representative jobs:
  • Ensured that clients received all information concerning any billing questions and concerns in an efficient and organized manner.
  • Reviewed customer accounts regarding billing questions, claims assistance, troubleshooting, and general inquiries.
  • Answer any overflow of patient calls with billing questions same day as received.
  • Handled customer inquiries, complaints, billing questions and payment extensions.
  • Maintained follow up with insurance and assisted patients with billing questions.
  • Answered Billing Questions ranging from simple to complex.
  • Assisted patients with billing questions and disputes.
  • Answered routine office and billing questions.
  • Service can include responding to inquiries regarding insurance availability, eligibility coverages, policy changes and billing questions.
  • Filed BCBS and Medicaid insurance claims, corrected claim issues and answered billing questions.
  • Verified, keyed and filed insurance Assisted patients with insurance and billing questions.
  • Answered medical billing questions Skills Used Exceptional customer service skills
  • Process transactional endorsements; address changes, add/change/remove cars, and terminations Process payments Change payment method and answer billing questions

Show More

19. Insurance Sales

average Demand
Here's how Insurance Sales is used in Insurance Representative jobs:
  • Prepared mandatory paperwork for processing insurance sales and renewals.
  • Licensed life insurance sales representative.
  • Trained new hire employees with mutual funds and insurance sales.
  • Trained as a licensed Life Insurance Sales Representative.
  • Bob felt I was very good with the customers, but I may not be right for insurance sales.
  • Field Representative, Insurance Sales through client visits and presentations Client insurance analysis.

Show More

20. CPT

average Demand
Here's how CPT is used in Insurance Representative jobs:
  • Handled all (paper) insurance billing and collections; updating CPT/ICDM coding in computer system according to PA Insurance Dept.
  • Translated and assigned diagnosis and medical procedures into CPT, ICD-9 and ICD-10 codes.
  • Educate physicians and clinic staff on current ICD 9 and CPT coding regulations.
  • Review CPT/ICD-9/HCPC's codes for accuracy.
  • Work with Coding Specialist to ensure accurate use of CPT and ICD-9 Codes Maintain daily work flow goals of the department.
  • Request rebills with the necessary modifiers, HCPCS, CPT and J codes.
  • Gained and applied extensive knowledge of healthcare insurance and CPT codes.

Show More

21. State Farm

average Demand
Here's how State Farm is used in Insurance Representative jobs:
  • Provide individual consulting related to State Farm products and services to all policyholders, prospects and representatives associated with these policyholders.
  • Utilized agency and State Farm computer applications.
  • Possess an extensive knowledge of State Farm products and policies in order to give suitable recommendations to potential and existing customers.
  • Completed, and currently maintain, all licensing requirements to market and service designated State Farm products and services.
  • Inform clients and potential clients of products offered by State Farm Bank and complete applications for those products.
  • Generate new business in Property and Casualty, Life and Health, and State Farm Bank.
  • Build and develop client relationships within local communities to promote State Farm Insurance and Bank products.
  • Market and sell products that State Farm offers including property and casualty insurance and bank products.
  • Marketed and sold State Farm insurance and financial service products to existing and new customers.
  • Answered phone, filed glass damage claims for State Farm Insurance, Dispatched, data entry
  • Selected by Regional Sales Manager to participate in the State Farm Agent Aspiration Program.
  • Marketed State Farm Bank and Mutual Fund products and set appointments for sales.
  • Completed State Farm's course per SF Bank Training and Automobile Insurance Training.
  • Solicit and Process Sales of State Farm insurance and financial products.
  • Become educated on State Farm software and policy servicing.
  • Bank Certified with State Farm Bank and Notary Public.
  • Maintained licenses to market State Farm products.
  • Sell all vehicle loans, credit cards, and P&C Proficient on all the areas that state farm product knowledge
  • Quoted, educated and bound all 100 products State Farm offers with the exception of securities.
  • Establish and buildcustomer relationships within the community to promote State Farm products.

Show More

22. Casualty Insurance

average Demand
Here's how Casualty Insurance is used in Insurance Representative jobs:
  • Initiated sales, built customer relationships, and aggressively closed property and casualty insurance policies.
  • Obtained Property/Casualty insurance license and performed functions of same.
  • Licensed in Property and Casualty Insurance in Colorado.
  • Obtained Property and Casualty Insurance License
  • Developed prospects, sells and services on property, casualty insurance on a face-to-face basis or via phone.
  • Developed relationships to contract with Property and Casualty Insurance Agencies to offer their clients free policy reviews.
  • Obtained Delaware, Pennsylvania and Maryland Property and Casualty Insurance, Health Insurance license.
  • Marketed, sold and serviced personal life, health and property and casualty insurance.
  • Service property and casualty insurance as well as life and health insurance.
  • Work with policies and procedures on both Property and Casualty insurance.
  • Quoted and wrote Property and Casualty insurance for Farm Bureau Insurance.
  • Licensed to sell property and casualty insurance in 45 states.
  • Process property & casualty insurance needs.
  • Issue property and casualty insurance policies - Develop leads, market appropriate products and services for new and existing customers.
  • Received my Property and Casualty Insurance Licences.
  • Certified property and casualty insurance agent Served as office manager Trained staff
  • Provide auto, renters, condominium, and homeowners quotes Underwrite property/casualty insurance policies Built customer rapport Analyze complex policy transactions
  • Underwrite property/casualty insurance policies Build relationships and rapport with customers Analyze complex policy transactions .

Show More

23. Policy Holders

average Demand
Here's how Policy Holders is used in Insurance Representative jobs:
  • Managed information from preliminary conversations with policy holders and third parties.
  • Provide exceptional customer service to current and potential policy holders.
  • Received inbound calls to assist policy holders regarding auto insurance.
  • Provided upgraded insurance policies for good standing policy holders.
  • Assisted policy holders with claims, making home or hospital visits, keeping necessary records in order to provide outstanding service.
  • Attained outstanding relations with more than 500 policy holders, knew many on first name basis by sight or voice.
  • Provide knowledge and expertise to ensure policy holders are fully covered and allow them to have a peace of mind.
  • Fielded up to 100 calls per day to answer questions regarding policy holders' property and casualty issues.
  • Provided superior customer service to policy holders by educating and assisting them with their insurance questions and needs.
  • Initiate marketing for sales leads through spheres of influence, advertisement, referrals, and previous policy holders.
  • Use of extreme accuracy and attention to detail when preparing quotes for potential and current policy holders.
  • Correspond with agents, policy holders, hospitals, doctors and claimants to secure needed documentation.
  • Handle incoming calls and emails from existing policy holders, agents, and 3rd party callers.
  • Provide accurate Medicaid Insurance information to applicants and current policy holders in a call center.
  • Service existing policy holders and sell further coverage to them and surrounding area.
  • Process payments and distribute receipts to policy holders for insurance policy payments.
  • Provided Customer service for new prospective clients and existing policy holders.
  • Called current policy holders to bundle all of their insurance needs.
  • Provide support for the open enrollment season for prospective policy holders.
  • Provided customer service to new and existing policy holders in agency.

Show More

24. Analyze Insurance Program

average Demand
Here's how Analyze Insurance Program is used in Insurance Representative jobs:
  • Called on policyholders to deliver and explain policies, analyze insurance programs, and suggest additions or changes to modify beneficiaries.
  • Called policyholders to explain current policy and to help them analyze insurance program.
  • Coordinate with policyholders to deliver and articulate policy, analyze insurance program, and advise for necessary changes and additions.
  • Provide highly personalized service to policyholders, analyze insurance programs and suggest additions or changes when necessary.
  • Communicated with policyholders to deliver and explain policy information, analyze insurance programs and suggest changes.
  • Deliver policies and analyze insurance program and suggest additions to ensure full coverage

Show More

25. Insurance Quotes

average Demand
Here's how Insurance Quotes is used in Insurance Representative jobs:
  • Generate insurance quotes, provided information regarding insurance features, cross-sell of additional insurances products.
  • Assisted customers in giving insurance quotes and completing applications for insurance.
  • Created insurance quotes and provided logistical preparation for client meetings.
  • Provided property and casualty insurance quotes.
  • Provide insurance quotes in person and by phone and processes necessary paperwork to fulfill insurance policy requests.
  • Provide insurance quotes & information for callers from telemarketing sources, Internet sources & cold calling.
  • Discussed and reviewed personal information and budgets with clients in order to run insurance quotes.
  • Provided vehicle, home, boat, and motorcycle insurance quotes for customers.
  • Provide insurance quotes and recommend the best policies to meet customer needs.
  • Gathered needed information to make auto and home owner insurance quotes.
  • Provided office support by fielding phone lines and processing insurance quotes.
  • Created & prepared Auto & Life insurance quotes for customers.
  • Network at local apartment complexes for Renters Insurance Quotes.
  • Prepared insurance quotes for existing and prospective clients.
  • Processed insurance quotes and completed policies for clientele.
  • Answered incoming calls from customers seeking insurance quotes.
  • Provided insurance quotes to prospective clients.
  • Offer insurance quotes and bank products.
  • Assisted customers with insurance quotes.
  • Provide professional liability insurance quotes for healthcare professionals Educate customers on their coverage and process out of force payments.

Show More

26. EOB

average Demand
Here's how EOB is used in Insurance Representative jobs:
  • Work all appeals for first split of alpha (A-K) from correspondence and zero pay EOB'S.
  • Served as a resource/ advocate to all employees regarding claims problem resolution, benefits explanations and EOB issues.
  • Fill out refund form with copy of all related EOB's when credit balances are found on account.
  • Researched Client Account Balances: EOB Statements /adjustments /write- offs, Cash posting errors/credit balances.
  • Contacted various insurance companies regarding delay in payments, EOB, and claim denials.
  • Reviewed electronic EOB's (Explanation of Benefits) and posted payments for accuracy.
  • Interpreted claims and EOB's to ensure accuracy of patient accounts.
  • Evaluated Explanations of Benefits (EOB) for payments and adjustments.
  • Full understanding of adjustments, EOB's, co-pays, deductibles.
  • Helped customers to understand claims and EOB's.
  • Perform spot audits of EOB's for accuracy.
  • Post ERA, EFT, paper EOB and checks.7.
  • Assisted with mail-outs containing EOB's, lists of in-network providers, benefit brochures All clerical duties as assigned
  • Speak with patients about the pending claims Bill corrected claims to Insurance company with primary claim number from EOB
  • Worked with insurance companies to obtain EOB(explanation of benefits ) if needed.
  • Experience in posting denials from EOB s. ?Knowledge of preparing detailed appeals.
  • Claim rejection problem solving, rebilling and secondary EOB billing.
  • Reviewed and resolved insurance issues regarding eobs and medical claims.
  • Documented correspondence and EOBs from Insurance companies.
  • Maintain and update Aging report; call Insurance companies and review EOBs Administer Batch claim processing and create weekly reports.

Show More

27. Icd-9

average Demand
Here's how Icd-9 is used in Insurance Representative jobs:
  • Review CDT-9 AND ICD-9 codes to determine if claims have been processed correctly for the company.

Show More

28. Bank Deposits

average Demand
Here's how Bank Deposits is used in Insurance Representative jobs:
  • Supported the agent and office staff - included answering multiple phone lines, making bank deposits and performing bank reconciliations.
  • Collected payments, made change, balanced cash register, and made daily bank deposits.
  • Performed financial duties such as bank deposits, customer payments billing est.
  • Processed insurance payments, maintained cash records and performed daily bank deposits.
  • Execute bank deposits and reconcile the office premium fund account.
  • Apply payments to accounts and make daily bank deposits.
  • Reconciled office bank deposits on a daily basis.
  • Manage remittance reports daily and making bank deposits.
  • Process payments and print reports for bank deposits.
  • Prepare and make daily bank deposits
  • Assist the agent with commission payments from various carriers, training, underwriting follow ups, bank deposits, and quicken.
  • Answer multi line phones, process accounts, bank deposits, insurance reviews, assist insurance agent with quotes.
  • Licensed in Property/Casualty and Life/Health Works closely with customers/clientele, financial management Runs all social media networks Bank deposits/transactions

Show More

29. Personal Lines

average Demand
Here's how Personal Lines is used in Insurance Representative jobs:
  • Handled personal lines homeowners insurance for five states including Florida, Louisiana, Texas, North Carolina and South Carolina.
  • Maintained current personal lines licenses, education and training requirements and knowledge of all products, underwriting standards and procedures.
  • Finalized and maintained all types of personal lines and commercial lines policies within the agency.
  • Handled inbound calls from prospective customers regarding personal lines of insurance from all 50 states.
  • Licensed in State of Iowa for a Producer's license in Personal Lines insurance.
  • Gained knowledge and experience writing personal lines and commercial line insurance policies.
  • Prepared Personal lines proposals both new business and renewals.
  • Rated and wrote policies for personal lines automobile insurance.
  • Process new and re-write personal lines applications.
  • Maintain detailed knowledge of personal lines policies, procedures, coverages, ratings, and processing guidelines.
  • Answer calls from customers and third party individuals for personal lines auto and home insurance company.
  • Hired as Office Manager and promoted to commercial and personal lines agent.
  • Generated personal lines quotes in call center Underwrote personal lines insurance policies Exceeded expected monthly sales goals Maintained quality control through underwriting

Show More

30. Sales Goals

low Demand
Here's how Sales Goals is used in Insurance Representative jobs:
  • Achieved sales goals by personally visiting commercial clients, putting together attractive personalized packages and presenting solutions for their insurance needs.
  • Organized and executed daily, weekly, and monthly sales goals with face-to-face interactions and creative marketing strategies.
  • Manage successful execution of weekly, monthly, quarterly, and yearly sales goals for new business.
  • Make recommendations for new products and services based on members individual needs to meet expected sales goals.
  • Recognized and awarded Star Producer for meeting and exceeding sales goals.
  • Initiated and implemented strategic sales plans while exceeding established sales goals including investment products and commercial/residential loans.

Show More

31. A/R

low Demand
Here's how A/R is used in Insurance Representative jobs:
  • Interpret and report monthly and annually to CEO and Administrator on A/R and collection trends and reimbursement analysis data.
  • Processed simple and complex insurance and benefit reports as needed to ensure efficient billing and reduce edits in A/R.
  • Process denied insurance claims; work old accounts (A/R) that are unpaid, post payments to accounts.
  • Review Task Manager A/R for assigned practices on a monthly basis ran out at 35 days out.
  • Use all resources available to follow up on any outstanding claims found on A/R.
  • Conduct risk analysis and predictive analysis to plan A/R reduction and man power.
  • Keep current in A/R systems, payer updates, and billing policies.
  • Work A/R reports and scan documents into EMR utilizing SRS software.
  • Worked on site independently at MedCost PPO to reduce A/R.
  • Researched and resolved insurance A/R for non-payment/denied claim issues.
  • Run Task Manager A/R bi-weekly at 35 days out.
  • Follow up on A/R reports.
  • Analyze Claims/A/R to determine liability/payment terms per negotiated contracted services reports to determine outstanding debts.
  • Reconcile Ap & A/R Requests additional information from clients, insurance carriers.

Show More

32. Sales Reps

low Demand
Here's how Sales Reps is used in Insurance Representative jobs:
  • Maintained excellent relationships with all employer contacts, sales reps and brokers.
  • Trained, coached and mentored new hires and junior sales reps.

Show More

33. Hippa

low Demand
Here's how Hippa is used in Insurance Representative jobs:
  • Provided information medication information, and refilled prescription while following the HIPPA guidelines.
  • Protected patient privacy rights by securing HIPPA certifications.
  • Coordinate with the medical clearing house and Medicare to handle assignment of payments * HIPPA and OSHA professional training.
  • Enrolled those that were interested in a medicare plan following strict HIPPA privacy rules and regulations.
  • Remained abreast of changes in policy or interpretation of law; maintained HIPPA requirements.
  • Ensured cleanliness by keeping an organized work space that adhered to HIPPA laws.
  • Reviewed, verified and safe guarded data while adhering to HIPPA regulations.
  • Monitored and complied with HIPPA, CMS and government compliance laws.
  • Adhered to all HIPPA polices regarding patient privacy.
  • Answer multiple phone lines and questions about Medicaid and abiding by laws such as hippa.
  • Abided by all HIPPA regulations.

Show More

34. Medical Billing

low Demand
Here's how Medical Billing is used in Insurance Representative jobs:
  • Xeroxed and organized copies of medical charts for medical billing purposes.
  • Investigate and resolve employees' medical billing problems with insurance carriers.
  • Processed registration, medical billing and insurance follow up.
  • Performed Medical Billing Placed phone calls to patients seen in the Emergency Room to inquiry about medical insurance.

Show More

35. Insurance Agents

low Demand
Here's how Insurance Agents is used in Insurance Representative jobs:
  • Escalated complaints regarding field insurance agents/agencies to corporate office review board.
  • Answered questions/calls from customers and insurance agents concerning escrow accounts.
  • Contacted insurance agents to obtain current insurance policies.
  • Updated vehicles insurances policy with insurance agents.
  • Supported insurance agents with question and concerns and assisted with some underwriting of policies based on program requirement.
  • Educated insurance agents on the topic of base flood levels for the purpose of quoting flood insurance.
  • Communicated with customers and insurance agents by phone, mailings, and e-mails regarding delinquent insurance policies.
  • Recruited new individuals to become insurance agents via local radio, internet and newspapers.
  • Trained and develop new hires to become full line financial and insurance agents.
  • Established positive working relationships with patients as well as outside insurance agents.
  • Assist insurance agents with writing policies, making changes and taking payments.
  • Ranked among the top-producing life insurance Agents in the Queens area.
  • Recruited, trained, and coached 30 insurance agents.
  • Process flood zone discrepancies with insurance agents and companies.
  • Provide clerical assistance for Doug DuBois Insurance agents.
  • Scheduled appointments for insurance agents in the office.
  • Negotiate settlements, reviewed for subrogation potential, collaborate with insurance agents to properly handle and finalize claims.

Show More

36. Special Projects

low Demand
Here's how Special Projects is used in Insurance Representative jobs:
  • Administered special projects, ordered required supplies, coordinate team of site representatives in distribution of benefits information.
  • Earned management trust by working on special projects, responsibly organizing and independently completing tasks.
  • Selected for numerous special projects to improve processing accuracy and turn-around times.
  • Modeled core values, understood and supported the organization's overall strategy, participated in special projects and performs other duties.
  • Worked AR follow ups, Aging's over 90 days, Special Projects for management.
  • Worked with Manager/Supervisor and other members of management team on special projects as needed.
  • Work reports, special projects, and work list to receive the maximum payments.
  • Collaborated with team members on special projects in a deadline driven environment.
  • Work monthly reports as well as special projects as needed.
  • Participate in special projects as needed by senior leadership.
  • Complete special projects within assigned time frames.
  • Assist supervisor with reports and special projects.
  • Assigned to miscellaneous special projects.
  • Completed special projects assigned through Cubs System Performed other job related duties assigned
  • Performed faxing, photocopying and filing duties Assisted supervisor with special projects
  • Coordinate and participate in special projects and committees Meet sales and compliance goals for each month
  • Worked on special projects, high dollar inpatient,rehab, and DME accounts.
  • Worked as a liaison between patients and insurance company Worked special projects as needed
  • Assist in special projects when needed Perform job previews for new recruits
  • Worked with special projects within MNsure.

Show More

37. Policy Requirements

low Demand
Here's how Policy Requirements is used in Insurance Representative jobs:
  • Ensured appropriate forms, medical examinations and other policy requirements are completed.
  • Ensured that policy requirements were met.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Show More

38. Patient Care

low Demand
Here's how Patient Care is used in Insurance Representative jobs:
  • Interacted with patients, physicians, and insurance company representatives to ensure quality patient care and communication of needs.
  • verify medical insurances obtained authorizations and patient care
  • Worked with other healthcare systems (home health agencies, DME companies, providers, hospitals) to coordinate patient care.

Show More

39. Business Owners

low Demand
Here's how Business Owners is used in Insurance Representative jobs:
  • Hired to assist business owners in improving employee benefits
  • Prepared Commercial insurance packages for business owners.
  • Cold-called up to 100 business owners daily with a view toward selling them life, accident, and health insurance.
  • Conducted sales calls to business portfolio clients while developing relationships with small business owners, attorneys, and CPA's.
  • Signed agreements with small business owners and met with their employees, enrolling them in policies of their choice.
  • Offered small business owners benefits such as disability, term life, and health insurance via cold calling.
  • Educated small business owners on the use of risk management products within partnerships and limited liability companies.
  • Develop business relationships with small business owners and provide strategies in protecting their assets and earnings.
  • Processed 200-300 calls a day on business insurance inquiries with business owners around the country.
  • Prepare and execute sales presentations for group administrators, business owners and key decision makers.
  • Marketed and set up self-directed pension plans for small business owners and their employees.
  • Prospected on a daily basis by cold calling and engaging with business owners.
  • Consulted with business owners for executive and employee benefits.
  • Approach business owners regarding benefits for employees Service and maintain insurance policies with insured individuals
  • Marketed supplemental healthcare benefits to small business owners.
  • ask medical history questions, approve/deny people for certain health insurance, answer phones, call business owners across country
  • Interacted with small-business owners in order to customize healthcare plans to suit their needs.

Show More

40. Financial Products

low Demand
Here's how Financial Products is used in Insurance Representative jobs:
  • Educate customers regarding their options about insurance and financial products.
  • Developed methods to effectively market various financial products.
  • Market and sell insurance, bank and financial products to ensure agency growth, retention and overall customer satisfaction.
  • Effectuated the sale of life, health and property and casualty insurances, mutual funds and other financial products.
  • Market term; life insurance, loans and other financial products to new and existing clients.
  • Provide advice pertaining to financial products and opportunities for clients.
  • Offered insurance and financial products to a targeted market.
  • Generate Revenue by selling Transamerica insurance and financial products.
  • Conduct personal financial reviews Sell financial products and Life insurance
  • Represented full line of insurance and financial products, served as a trusted advisor to businesses and individuals.

Show More

41. Potential Customers

low Demand
Here's how Potential Customers is used in Insurance Representative jobs:
  • Maintained logs, records and reports as required to maintain accurate information and reporting capabilities for active and/or potential customers.
  • Major duties included assisting current and potential customers evaluate their insurance needs.
  • Scheduled appointments for insurance agents with existing and potential customers.
  • Prepared financial needs analysis on customers and potential customers.
  • Obtained feedback from customers and potential customers pertaining to Green Bay Title's level of service and that of its competitors.
  • Preformed sales of health and liability insurance to current and potential customers while maintaining a positive attitude.
  • Meet potential customers of the company and present the different ranges of Medicare Advanced plans.
  • Generate new business by contacting potential customers and selling one or more types of insurance.
  • Contacted potential customers for car and house quotes and acted as agent liaison
  • Perform in person sales and marketing and set appointments with potential customers.
  • Marketed health insurance coverage to potential customers Maintained a rapport with 150+ clients and updated database as necessary
  • Worked with supervisor to contract potential customers and sell life insursnce
  • Arrange appointment schedule to present the company to potential customers Fill out life insurance policies Keep accurate records

Show More

42. HMO

low Demand
Here's how HMO is used in Insurance Representative jobs:
  • Provide our members with their benefits, deductible, co-payment and co-insurance with their PPO and HMO health plans.
  • Assisted members and providers in verification of dental benefits to for both HMO and PPO plans.
  • Worked with regional HMO's to provide individual dental programs to small companies.
  • Processed medical billing HMO, PPO, Medicaid and Medicare.
  • Represented several HMO's e.g.
  • Conduct MA HMO follow up and VA follow up.
  • Worked with HMO's and PPO's.
  • Focused on commercial insurance for construction and equipment dealers in the Richmond area Developed large estate planning with life insurance
  • Licensed for Life, Accident, Health/HMO Insurance; STATE OF TEXAS Pursuing Properly and Casualty License

Show More

43. Administrative Tasks

low Demand
Here's how Administrative Tasks is used in Insurance Representative jobs:
  • Preform administrative tasks, such as maintaining records, reviewing insurance claims for accuracy and assisting clients with claim submission.
  • Assisted in the general functions of the office performing many administrative tasks.
  • Performed all clerical and administrative tasks for the insurance office.
  • Called policyholders to notify of payments due, upcoming renewals and cancellations while performing administrative tasks such as maintaining record.
  • Perform administrative tasks such as maintaining records and handling policy renewals Calculate rates for organization products and services.
  • Perform with enthusiasm administrative tasks to include; maintaining vital customer records and policy renewals ensuring customer satisfaction and loyalty.

Show More

44. Unpaid Claims

low Demand
Here's how Unpaid Claims is used in Insurance Representative jobs:
  • Skilled in entering data on excel spreadsheets on A/R projects, follow up with unpaid claims and post adjustments from insurance.
  • Followed up managed care claims including unpaid claims tracking and appealing denials.
  • Work insurance and patient A/R, including follow-up on unpaid claims.
  • Contacted carriers and 3rd party payers to resolve unpaid claims.
  • Work insurance tracking reports on unpaid claims.
  • Work directly with HMO s obtaining pre-certifications for surgical procedures, investigating and reconciling unpaid claims.
  • Entered daily charges and payments, assist patients with accounts,followed up on unpaid claims, complete disability insurance forms,
  • Responded to patient billing inquiries by phone and correspondence Resolved unpaid claims with calls to all HMO'S and Insurance Carriers
  • Specialized in HMO/PPO, Medicaid, and Care Plus Coordinate, monitor and mange the follow-up on unpaid claims.
  • Reviewed claims for missing information Consulted with various insurance carriers to secure payment on unpaid claims.
  • Investigate denials from insurance and resubmit if necessary - Track and rebill unpaid claims.
  • Maintain days in A/R, aging of acccounts and collections within corporate Make appropriate decisions for resolution of unpaid claims.

Show More

45. Hipaa

low Demand
Here's how Hipaa is used in Insurance Representative jobs:
  • Processed health and insurance transactions resulting from life events for participants from 30 companies while maintaining HIPAA regulated personal information.
  • Completed all responsibilities and duties in accordance with Health Insurance Portability and Accountability Act (HIPAA).
  • Comply with company policy, procedures, and pertinent laws and regulation such a HIPAA.
  • Ensured security and access to all protected health information and HIPAA regulations.
  • Trained in the various aspects of HIPAA Privacy and Security Rules.
  • Trained and completed HIPAA compliance course.
  • Followed HIPAA for customer protection.
  • Maintain in an organized and HIPAA compliant manner all materials needed for audit purposes.

Show More

46. Client Relationships

low Demand
Here's how Client Relationships is used in Insurance Representative jobs:
  • Increased referrals by establishing client relationships, and creating a successful follow up system for efficiency and profitability.
  • Contacted existing residential and business clients to maximize benefits and establish new client relationships.
  • Established client relationships and followed up with clients as needed.
  • Develop and maintain lifelong loyal client relationships.
  • Worked on buildingstrong client relationships delivering exceptional customer service.
  • Developed and expanded client relationships through regular contact and recommendations resulting in achievement of production and profitability goals.

Show More

47. New Policies

low Demand
Here's how New Policies is used in Insurance Representative jobs:
  • Ensured all new policies were issued correctly while pivoting to other insurance products (homeowners, banking products etc).
  • Improved office operations and developed new markets, resulting in fifty new policies with premium value exceeding $200,000.
  • Achieved over 80% retention rate with new policies * Recognized for finely crafted persuasions and consistent quality performance s
  • Worked at the front desk answering phones, taking payments, making policy changes and starting new policies.
  • Informed the customers about new policies, collecting bills and premiums, filling insurance forms.
  • Manage insurance policies, Account managing, creating and filing new policies.
  • Set up new policies, finalized sales and collected necessary deposits.
  • Developed and rolled out new policies and procedures within the district.
  • Consulted with members to sell them new policies and annuities.
  • Assist in the writing and servicing of new policies.
  • Issued Insurance quotes and sold new policies.
  • Establish new policies on computer system.
  • Deliver and explain new policies.
  • Issue new policies and maintain current policies Cross-sell other products to protect their Financial Security and give them Peace of mind.
  • Received payment for utilities for various companies Assist customers with new policies and procedures implemented by the company I represent.
  • Handled endorsements for new policies Assembled policies daily.
  • Provide customer service to existing clients Sell and write new policies Educate on coverage and insurance needs

Show More

48. Allstate

low Demand
Here's how Allstate is used in Insurance Representative jobs:
  • Worked in a captive Allstate agency servicing existing customers by endorsing policies and answering questions about billing and coverage.
  • Integrated Allstate Workplace Division products as an additional line of business for the agency.
  • Organized and ran Job Fair booths for Allstate on several occasions.
  • Involved myself in real estate investments and also purchased a partnership in independently owned Allstate Insurance offices located Northwest Montana.
  • Followed Allstate training system to optimize customer experience.
  • Completed all necessary requirements to get binding authority with Allstate.

Show More

49. Financial Resources

low Demand
Here's how Financial Resources is used in Insurance Representative jobs:
  • Confer with prospective clients regarding their physical condition and financial resources in order to customize insurance programs.
  • Interview prospective clients to obtain information to tailor insurance to fit needs and financial resources.
  • Discussed with clients about their financial resources, existing coverage, and additional insurance.
  • Explained features, advantages and disadvantages of various policies and evaluated clients' financial resources to provide appropriate coverage recommendations.
  • Assessed prospective clients by obtaining information about their financial resources and deficiencies.
  • Interviewed prospective clients to gather data about their financial resources discuss existing coverage and develop an appropriate plan to fit needs.

Show More

50. Customer Information

low Demand
Here's how Customer Information is used in Insurance Representative jobs:
  • Provided and updated customer information as necessary, documented policy to support action taken for customer inquiry and resolution.
  • Maintained daily logs by verifying customer contacts, updated customer information in appropriate systems to ensure accurate data.
  • Generated financial needs analysis based on customer information.
  • Update customer information such as phone numbers, e-mail, and address.
  • Use multiple screens and programs to research/extract customer information.
  • Utilized software for entering and updating customer information onto a computerized database.
  • Developed and followed up on potential leads Handled transfer of life insurance policies Provided information regarding available products Updated customer information

Show More

20 Most Common Skill for an Insurance Representative

Insurance Companies30.6%
Customer Service15.5%
Auto Insurance7.4%
Financial Needs7.4%
Life Insurance4.9%
Phone Calls4.4%
New Clients4.2%
Data Entry3.6%

Typical Skill-Sets Required For An Insurance Representative

RankSkillPercentage of ResumesPercentage
1
1
Insurance Companies
Insurance Companies
24.6%
24.6%
2
2
Customer Service
Customer Service
12.5%
12.5%
3
3
Auto Insurance
Auto Insurance
6%
6%
4
4
Financial Needs
Financial Needs
6%
6%
5
5
Life Insurance
Life Insurance
3.9%
3.9%
6
6
Phone Calls
Phone Calls
3.5%
3.5%
7
7
New Clients
New Clients
3.4%
3.4%
8
8
Data Entry
Data Entry
2.9%
2.9%
9
9
Medicaid
Medicaid
2.5%
2.5%
10
10
Insurance Products
Insurance Products
2.2%
2.2%
11
11
New Accounts
New Accounts
1.6%
1.6%
12
12
Outbound Calls
Outbound Calls
1.4%
1.4%
13
13
Health Care
Health Care
1.4%
1.4%
14
14
Insurance Plans
Insurance Plans
1.4%
1.4%
15
15
Medical Records
Medical Records
1.4%
1.4%
16
16
Policy Changes
Policy Changes
1.2%
1.2%
17
17
Patient Accounts
Patient Accounts
1.2%
1.2%
18
18
Billing Questions
Billing Questions
1.2%
1.2%
19
19
Insurance Sales
Insurance Sales
1.1%
1.1%
20
20
CPT
CPT
1.1%
1.1%
21
21
State Farm
State Farm
1%
1%
22
22
Casualty Insurance
Casualty Insurance
0.9%
0.9%
23
23
Policy Holders
Policy Holders
0.9%
0.9%
24
24
Analyze Insurance Program
Analyze Insurance Program
0.9%
0.9%
25
25
Insurance Quotes
Insurance Quotes
0.8%
0.8%
26
26
EOB
EOB
0.8%
0.8%
27
27
Icd-9
Icd-9
0.8%
0.8%
28
28
Bank Deposits
Bank Deposits
0.8%
0.8%
29
29
Personal Lines
Personal Lines
0.7%
0.7%
30
30
Sales Goals
Sales Goals
0.7%
0.7%
31
31
A/R
A/R
0.7%
0.7%
32
32
Sales Reps
Sales Reps
0.6%
0.6%
33
33
Hippa
Hippa
0.6%
0.6%
34
34
Medical Billing
Medical Billing
0.6%
0.6%
35
35
Insurance Agents
Insurance Agents
0.6%
0.6%
36
36
Special Projects
Special Projects
0.6%
0.6%
37
37
Policy Requirements
Policy Requirements
0.6%
0.6%
38
38
Patient Care
Patient Care
0.6%
0.6%
39
39
Business Owners
Business Owners
0.6%
0.6%
40
40
Financial Products
Financial Products
0.6%
0.6%
41
41
Potential Customers
Potential Customers
0.6%
0.6%
42
42
HMO
HMO
0.6%
0.6%
43
43
Administrative Tasks
Administrative Tasks
0.6%
0.6%
44
44
Unpaid Claims
Unpaid Claims
0.5%
0.5%
45
45
Hipaa
Hipaa
0.5%
0.5%
46
46
Client Relationships
Client Relationships
0.5%
0.5%
47
47
New Policies
New Policies
0.5%
0.5%
48
48
Allstate
Allstate
0.5%
0.5%
49
49
Financial Resources
Financial Resources
0.5%
0.5%
50
50
Customer Information
Customer Information
0.5%
0.5%

45,283 Insurance Representative Jobs

Where do you want to work?