- Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment
- Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed
- Clearly explain the application process to potential customers
- Accurately complete additional paperwork as needed
- Maintain appropriate communication with management regarding actions taken within the Quality Assurance database
- Transfer calls to the appropriate department as needed
- Meet the minimum expectation for departmental key performance indicators
- Verify life and health insurance applications directly with potential customers as part of the New Business and Underwriting process
Requirements
- Minimum typing requirement of 35 wpm
- Excellent oral and written communication
- Superior customer service skills required - friendly, efficient, good listener
- Proficient use of the computer, keyboard functions, and Microsoft Office
- Ability to multitask and work under pressure
- Knowledge of medical terminology and spelling is a plus
- Excellent organization and time management skills
- Must be detail oriented
- Desire to learn and grow within the Company
- Reliable and predictable attendance of your assigned shift
- Ability to work full time and/or part time based on the position specifications
Core Competencies
Demonstrates strong customer service skills and effective communication abilities while managing multiple tasks in a fast-paced environment. Proficient in using Microsoft Office and maintaining accurate documentation for underwriting processes.
Highest-signal resume keywords
- Customer Service Skills
- Oral And Written Communication
- Typing Speed Of 35 Wpm
- Microsoft Office Proficiency
- Attention To Detail
Soft Skills
- Excellent Organization
- Time Management
- Multitasking
- Friendly Demeanor
- Good Listening Skills
Industry Keywords
- Life Insurance
- Health Insurance
- New Business Process
- Underwriting Process
- Medical Terminology
Tools & Technologies
- Quality Assurance Database
- Computer Proficiency
- Keyboard Functions
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Part-Time Insurance Verification Specialist Arbeitgeber: Jobtailor
Als Front Office Supervisor in unserem dynamischen Team bieten wir Ihnen die Möglichkeit, in einem unterstützenden und freundlichen Arbeitsumfeld zu wachsen. Wir legen großen Wert auf die berufliche Entwicklung unserer Mitarbeiter und bieten regelmäßige Schulungen sowie die Chance, Verantwortung zu übernehmen. Unsere Lage ermöglicht es Ihnen, Teil einer lebendigen Gemeinschaft zu sein, während Sie gleichzeitig die Standards unseres Franchise-Partners einhalten und unseren Gästen einen unvergesslichen Aufenthalt bieten.