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1

insurance representative

  • Spoke with front office assistants, occasionally office dentist
  • Verified patient(s’) identity and provider location/affiliation(s)
  • Verified active or inactive coverage/plan type
  • Provided fax and/or verbal breakdown of coverage, including codes with frequencies/limitations
  • Took notes of what was discussed for patient insurance file
2

insurance representative

  • Fulfilled requests for title documentation, letters of permission and insurance claims.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Applied HIPAA Privacy and Security Regulations while handling patient information.
  • Collected, posted and managed patient account payments.
  • Assessed billing statements for correct diagnostic codes and identified problems with coding.
  • Researched and rectified account discrepancies.
  • Reviewed account information to confirm patient and insurance information is accurate and complete.
3

insurance representative

  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients,
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage,
  • Customize insurance programs to suit individual customers, often covering a variety of risks,
  • Managed benefit contract pricing, processing, policies and procedures.
4

sr. insurance representative

  • Resolving complex questions/issues independently and when needed, utilizing department resources 
  • Proactively identifying and communicate any Allstate My Account and Allstate.com website enhancements or process improvements that will improve the customer experience while browsing our website.
  • Identifying service gaps in processes that may provide a poor customer experience; therefore not fitting into the internet customer experience.
  • Process 95 policy changes per day on auto and property policies and email the customer letting them know that the change has been processed.  
5

insurance representative

  • Use computers for various applications, such as Epic  or word processing.
  • Prepares and submits claim to payers either electronically or by paper.
  • Call insurance companies to verify coverage eligibility and go over claim status.
  • Secures necessary medical documentation required of requested by payer.
  • Handle difficult account situations and resolving issues delaying or prevents payments from payers.
  • Ensure accounts are billed in timely manner.
  • Work claim denials such as sending a corrected claim or submitting claim appeal.

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