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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in customer management, insurance verification, and documentation accuracy while effectively communicating with healthcare providers and insurers. Capable of navigating multiple computer systems and maintaining compliance with corporate policies.
Highest-signal resume keywords
Insurance VerificationCustomer Management DatabaseEffective CommunicationBilingual English/SpanishContact Center Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Medical File ValidationDocumentation ScanningTyping SkillsDatabase DocumentationInsurance Benefit Verification
Soft Skills
InitiativeIndependenceComposure Under StressDecision MakingPrioritization
Tools & Technologies
Microsoft Office SuiteCustomer Management SystemsComputer Systems Navigation
Industry Keywords
Healthcare ProvidersCorporate Compliance GuidelinesQuality StandardsTelephone Direct Sales
About the role
Key responsibilities & impact- Create and process referrals from healthcare providers and other referral sources in the customer management database
- Validate medical files and scan documentation into customer accounts
- Verify patient insurance benefits by contacting insurance companies and document account information
- Process leads from external departments and complete required database documentation
- Organize and update customer records
- Complete inbound and outbound telephone calls related to referrals
- Verify insurance benefits for new, existing, changed-insurance, and reactivated patients
- Record clear summaries of insurance information received from carriers
- Review medical records for missing documentation and appropriate diagnoses
- Verify signatures on physician orders and other required paperwork
- Correct deficient documentation and obtain required signatures within specified periods
- Ensure file accuracy and scan documents into the system
- Research and resolve customer order issues
- Communicate with healthcare providers and insurers and share outcomes with stakeholders
- Update company database records according to Corporate Compliance Guidelines
- Maintain knowledge of relevant policies, procedures, and job skills
- Meet or exceed quality and quantity performance standards
- Support departmental leadership in achieving goals through task completion and training
- Follow housekeeping, quality, safety, ethical, legal, and corporate policy requirements
- Perform other duties as assigned
Requirements
What you’ll need- High school diploma or equivalent
- Minimum of one-year experience in a contact center
- English/Spanish bilingual preferred
- Willingness to engage in telephone direct sales
- Ability to take initiative and work independently
- Ability to interpret instructions and guidelines to make decisions and take necessary actions
- Ability to follow complex instructions and guidelines to address specific problems
- Ability to navigate between different computer systems
- Ability to apply instructions and guidelines appropriately
- Ability to maintain composure during stressful situations
- Effective verbal and written communication
- Ability to determine work priorities
- Ability to work independently to achieve established goals and objectives
- Skilled typing ability
- Knowledge of personal computers, hardware, software, Microsoft Office Suite, and related applications and systems
- Flexible scheduling, including nights and weekends
Benefits
Comp & perks- Comprehensive medical, dental, and vision insurance plans
- Company-sponsored wellness programs
- Mental health resources
- Paid leave of absence for qualifying events
- Generous paid parental leave for birthing and non-birthing parents
- Competitive 401(k) plan with immediate company match vesting
- Financial planning services
- Corporate discount programs
- Generous paid time off
- Flexible work hours
- Flexible work arrangement options may be available
- Continuous learning and career advancement through training programs
- Mentorship
- Tuition reimbursement
- Recognition programs
- Bonuses
- Awards and special events
- Team-building activities
- Volunteer opportunities
- Company-sponsored events
