Insurance underwriter vs insurance agent

Differences between insurance underwriter and insurance agent duties and responsibilities

Insurance underwriter example responsibilities.

• Manage patient's records, appointments, and account balances while adhering to HIPPA standards.
• Manage A/R, A/P, credentialing, surgery scheduling, and coordinate patient referrals to other physicians.
• Manage operating procedure and accounting systems for payroll, operating expenses, supplies and inventory management and commercial accounts.
• Prepare all HCFA billing with proper ICD-9 codes and CPT codes for accurate turn around time on payments.
• Follow up with insurance carriers and patients to expedite the recovery of payment obligations
• File insurance and process billing and payments, coordinate patients financial arrangements, present treatment plans, verify insurance coverage.
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Insurance agent example responsibilities.

• Used consultative upselling techniques to provide leads
• Maintain personal and confidential Medicare & Medicaid customer information following all HIPAA.
• Follow all applicable HIPPA and privacy regulations.
• Explain medical plans to Medicare / Medicaid eligible clients to ensure best fit.
• Identify and solicit sales prospects in agency database and in the general marketplace.
• Develop productive business relationships with key marketplace players by identifying the right products and services.
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