Insurance Coordinator Job Description
Insurance Coordinator Duties & Responsibilities
To write an effective insurance coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance coordinator job description templates that you can modify and use.
Sample responsibilities for this position include:
Insurance Coordinator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Insurance Coordinator
List any licenses or certifications required by the position: MI, CEBS, BOC, W-9, DICM, SMS, SCCI, COI, BLS, HOA
Education for Insurance Coordinator
Typically a job would require a certain level of education.
Employers hiring for the insurance coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Education, Healthcare, Social Work, Medical Billing, Associates, Business, General Education, Medical, Pharmacy, Nursing
Skills for Insurance Coordinator
Desired skills for insurance coordinator include:
Desired experience for insurance coordinator includes:
Insurance Coordinator Examples
Insurance Coordinator Job Description
- Contacts patients, when necessary, for updates of financial and demographic information
- Obtains financial data from a variety of sources including Medicaid and Blue Cross point of service devices
- Answer phones and scheduling appointments as needed
- Assist Office Manager on a daily basis
- Must be a people person, self-starter, great communicator, reliable, detail oriented, and highly organized
- Full-time, Monday-Friday, flexible on the hours of shift
- Work with various insurance agencies to manage funding authorization for clients
- Book testing appointments to comply with funding agency requirements
- Work with staff from other departments to gather relevant information
- Providing agency program analysis and approval
- Strong claims knowledge and analytical skills
- 2 yrs experience in similar setting
- Customer-oriented telephone and email abilities to respond quickly, competently and patiently
- Two years of administrative or clerical experience in an office environment
- Hospitality or commercial construction experience is preferred
- Invoice processing experience is a plus
Insurance Coordinator Job Description
- Conducting Quoting, DocuSign, and various product training and demos
- Coordinating and conducting webinars for internal and external clients
- Assisting with the development and testing of system customizations and new products
- Establishing/approving agency management system integrations and troubleshoots any problems agencies encounter
- Preparing & designing collateral materials as required
- Using Salesforce, creating campaigns tied to tradeshows and agency blitzes
- Evaluates, authenticates and verifies information and official documents presented by customers and applicants
- Takes the lead over Agency Services or other clerical staff
- Provides instruction, guidance and on-the-job training to Agency Services staff
- Greets customers and answers telephone inquiries
- Ability to demonstrate availability based upon customers needs, consistent excellent attendance
- Work directly with Business Managers and accounting office to ensure prompt and ethical processing of all deals
- Maintain impeccable reputation with lenders as you work with them and the Finance Manager to fund deals
- Must be articulate while contacting customers over the phone
- Prior compliance, banking, or lending experience preferred
- High standards of detail and ethics
Insurance Coordinator Job Description
- Collects and reviews monthly carrier production reports
- Prepares monthly carrier production and contingent bonus exhibits for executive level review
- Coordinates marketing of new and renewal business
- Organize submissions to carriers
- Maintains carrier and intermediary P&C contracts files
- Maintains carrier database
- Processes incoming and outgoing communications (phone, email, ground and express delivery, ) on behalf of team
- Prepares correspondence, presentations and spreadsheets
- Handles on-going projects, such as expense processing, per department requirements
- Assist with the enrollment/waiver process
- Must understand lending and regulatory guidelines
- Deal with local and national bankers
- Understand tag and title laws
- Have a niche for detail
- Experience billing and working with insurance companies
- Self-motivated and willing to help promote and build the practice
Insurance Coordinator Job Description
- Lead small group discussions
- Manage classroom dynamics
- Update, reproduce & coordinate training materials
- Track and report trainees progress
- Provides backup support to Training team members
- Provides administrative and logistical support
- Coordinate training event planning and scheduling, such as securing facilities, catering, training attendance sign-in sheets and other special needs
- Participates and works with the State Department of Insurance on audits of agent information and compliance with State regulatory requirements
- Researches, documents and communicates resolutions to external and internal business partners for all inquiries regarding the agent appointment and maintenance processes
- Meets or exceeds all stated performance production quality and throughput metrics
- Licensed Practical Nurse (LPN) or a licensed Registered Nurse (RN) and a graduate of an approved school of practical nursing or professional nursing
- Prior insurance-related experience, preferred
- Property & Casualty Insurance License or course completion towards obtaining license
- Ability to answer questions, effectively explain department programs and services, review forms and applications for completeness and accuracy, provide detailed instruction and direction, and resolve the most complex and/or sensitive issues and problems
- Ability to interact with the public and others in a courteous, timely, and efficient manner
- Ability to organize assigned clerical work and develop effective work methods
Insurance Coordinator Job Description
- Updates appointment records in the corporate administration and producer/agency tracking system to reflect terminations
- Review/Research bankruptcy notices
- Research & resolve State Vehicle Suspensions and vehicle verification notices
- Perform monthly Audits
- Assist with monthly reporting, analysis & data querying
- Various Administrative duties and special projects as assigned
- Educates on the availability of alternative insurance options (i.e., Medicare, Medicaid, Medicare Supplement, State Renal programs and COBRA)
- Ensures patients have followed through with the application process
- Obtains premium statements and signatures from patients
- Discusses situation and options if employment status changes or other situations change
- System knowledge – Microsoft Office, Customer Relationship Management tools
- Minimum of 3 years administrative/clerical experience in an office environment
- Ability to sort, index, file, alphabetize, and retrieve varied types of materials using an established filing system
- Ability to identify pertinent information
- Work independently within the prescribed procedures and policies of the department/agency
- Operate a cash register or other equipment used to collect fees for services rendered