Insurance Verification Specialist
Posted 2025-03-15Insurance Verification Specialist
The Quality Assurance Department is responsible for verifying life insurance applications directly with potential customers. It is a vital part of our Sales and Underwriting process. The information you verify and gather directly relates to determining whether the Company will decline or issue a policy.
Summary Job Description:
The ideal candidate must have 215-Life Insurance License. We?re looking for outgoing, hardworking individuals who are self-starters, can work independently and are detail oriented. As a Verification Call Center Specialist you?ll handle inbound and outbound telephone calls with potential customers and accurately document the information on the appropriate database. You must have a positive, helpful attitude with customers to quickly gather information and record it. There is no cold calling and no phone sales. Friendly, casual work environment.
Primary duties & responsibilities:
Daily
? Maneuver within the Quality Assurance database and conduct appropriate assessments on what additional information or verification is needed
? Ability to handle inbound/outbound calls to potential customers ? verify and document required information to finalize applications for underwriting assessment.
? Accurately document the information
? Properly document non-contact attempts within the Quality Assurance Database
? Be able to properly explain the application process to potential customers
? Accurately and thoroughly complete additional paperwork when needed
? Maintain appropriate levels of communication with supervision regarding actions taken within the Quality Assurance database
? Transfer calls to appropriate department as needed
? Successfully meet the minimum expectation for departmental key performance indicators (K.P.I?s)
? Reliable and predictable attendance of your assigned shift
Occasional
? Be enlisted in special projects from management that encompass making numerous outbound calls, recording activities requested by/from customers, etc.
Main Skill Set Required
? Ability to multitask (submitting multiple applications simultaneously) and data entry at the same time.
Job Type: Full-time
Pay: $800.00 per week
Application Question(s):
? In regards to health and life insurance verification, Are you able to multi task and submit multiple applications simultaneously (phone application or digital application)?
Experience:
? Life Insurance verifications: 1 year (Required)
Language:
? english and spanish (Preferred)
License/Certification:
? 215 life insurance licenses (Required)
Ability to Commute:
? Fort Lauderdale, FL 33309 (Required)
Work Location: In person
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