Insurance Verification Specialist

Insurance 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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