Insurance Verification Specialist
Posted 2025-04-21Insurance 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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