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Insurance specialist skills for your resume and career

Updated January 8, 2025

3 min read

Quoted experts

Li Zhang Ph.D.,

Li Zhang Ph.D.

Below we've compiled a list of the most critical insurance specialist skills. We ranked the top skills for insurance specialists based on the percentage of resumes they appeared on. For example, 18.0% of insurance specialist resumes contained patients as a skill. Continue reading to find out what skills an insurance specialist needs to be successful in the workplace.

15 insurance specialist skills for your resume and career

1. Patients

Here's how insurance specialists use patients:

Performed extensive follow-up for patients after ensuring prior authorization payment approval from third parties for services.
Facilitated between Health Information Management and Patient Financial Services to facilitate CMS_HDI appeals for Medicare patients.

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 specialists use customer service:

Supported customer service department by conducting quality control checks on processed transactions and by providing one-on-one and group mentoring for representatives.
Coordinated information across multiple departments, resolved inquiries for customer service representatives, often verifying and re-evaluating to ensure correct implementation.

3. Insurance Coverage

Here's how insurance specialists use insurance coverage:

Verified Insurance coverage/referrals and appropriate authorizations
Verified all commercial insurance coverage and determines patient's responsibility if applicable electronically and/or by phone as appropriate in multiple systems.

4. Insurance Verification

Here's how insurance specialists use insurance verification:

Obtained insurance verification and medical benefit authorization with regard to outpatient care, including benefits for evaluation, treatment and testing.
Coordinate with insurance verification on initial admission to ensure appropriate initial authorization is obtained and correctly entered into the system.

5. Life Insurance

Here's how insurance specialists use life insurance:

Deepened existing client relationships by counseling partnering agents and financial services experts with new and cutting-edge life insurance products.
Completed the California Insurance Licensing requirements for Property/Casualty and Life insurance, became a licensed insurance agent.

6. 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 specialists use data entry:

Filing*Faxing*Processed Insurance Claims*Data Entry*Multi-Line Phone System*Charting*Patient Check-In/Out*Process Payments Patient/Insurance*Appointment Scheduling
Gathered information from surrounding facilities and clinics to expedite chart registrations and create the appropriate accounts for medical insurance data entry.

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7. Health Insurance

Here's how insurance specialists use health insurance:

Conducted interviews to elicit information about individual applicant s eligibility for Retirement, Survivors, Disability, and Health Insurance benefits.
Established open lines of communication with insurance carriers in verifying patient eligibility for health insurance plans to cover medical treatment/services.

8. Medicaid

Here's how insurance specialists use medicaid:

Assisted Accounting Department with report analysis of payer trends, Medicare and Medicaid reimbursement methodologies and bundling or global reimbursements.
Reviewed and verified the accuracy and completeness of information on Medicaid claim forms, applications and related documents.

9. Insurance Claims

Here's how insurance specialists use insurance claims:

Performed general clerical work for an independent company that processed insurance claims for local doctors.
Reviewed various insurance documents and updated insurance claims in the database according to established procedures.

10. Insurance Policies

Here's how insurance specialists use insurance policies:

Ensured adherence to property and liability insurance requirements at loan closing and upon receipt and review of insurance policies and endorsements.
Reviewed, analyzed and interpreted all types of property and liability insurance policies, operating statements, and property appraisals.

11. Medical Terminology

Here's how insurance specialists use medical terminology:

Reviewed disabling contentions (with an understanding of medical terminology) and input information to schedule Compensation and Pension examinations.
Enter patient information into Clinical Fast Pad using appropriate medical terminology and abbreviations.

12. Insurance Benefits

Here's how insurance specialists use insurance benefits:

Supported the Benefit Confirmation Department by obtaining insurance benefits for scheduled annual physicals and immunizations, sharing information with medical providers/patients.
Managed all aspects regarding verification, eligibility, and coordination of insurance benefits for approval and payment of durable medical equipment.

13. Insurance Carriers

Here's how insurance specialists use insurance carriers:

Worked directly with insurance carriers to get approval for Specialist and Facility referrals for additional consultation, treatments and/or specific tests.
Presented insurance carriers with the required clinical documentation and accurately filled insurance authorization request forms.

14. Medical Billing

Here's how insurance specialists use medical billing:

Backed by academic qualifications including upcoming and extensive course work in medical billing and coding procedures.
Processed medical billing statements for Physical Therapy & Rehabilitation Center manually and electronically.

15. Medical Insurance

Here's how insurance specialists use medical insurance:

Performed vascular studies using ultrasound and other non-invasive testing techniques and served as the medical insurance specialist.
Compile medical insurance authorization approval information for patient's provider to ensure patient treatment continues.

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What skills help Insurance Specialists find jobs?

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

What skills stand out on insurance specialist resumes?

Li Zhang Ph.D.

Professor, St. Cloud State University

There aren't many universities/colleges that offer a degree in insurance. Having some insurance education, such as a degree, or a certificate, or just taking a few insurance classes, will be sure to make applicants stand out. For those with no insurance background, demonstrating strong transferable skills from previously studied areas to the insurance industry (such as communication skills, analytical skills), strong commitment, ethical and professional attitude will make the applicants very competitive.

What soft skills should all insurance specialists possess?

Li Zhang Ph.D.

Professor, St. Cloud State University

I'd say communication skills. Many positions in insurance need to interact with others. The ability to listen carefully and responding effectively, conveying thoughts/ideas fluently is very important. Also, communicating throng writing is also important (it could range from simply completing the paperwork accurately to preparing annual reports for supervisors)

What hard/technical skills are most important for insurance specialists?

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?

List of insurance specialist skills to add to your resume

The most important skills for an insurance specialist resume and required skills for an insurance specialist to have include:

Patients
Customer Service
Insurance Coverage
Insurance Verification
Life Insurance
Data Entry
Health Insurance
Medicaid
Insurance Claims
Insurance Policies
Medical Terminology
Insurance Benefits
Insurance Carriers
Medical Billing
Medical Insurance
CPT
Appeals

Patient Accounts
HIPAA
Inbound Calls
Patient Demographics
Medical Claims
Front Desk
Computer System
Insurance Eligibility
Insurance Products
Hippa
Outbound Calls
ICD-9
Customer Inquiries
Delinquent Accounts
EOB
Billing Issues
Insurance Payments

Supplemental Security Income
Insurance Billing
Insurance Denials
Commercial Property
HMO
Insurance Programs
Policy Changes
EMR
Medical Necessity
HCPCS
Patient Appointments
Telephone Calls
FHA
Schedule Appointments
Unpaid Claims

Updated January 8, 2025

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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