Insurance

• Educate consumers on Affordable Care Act (ACA) Marketplace health insurance options
• Assess individual and family coverage needs and explain available plan options
• Explain premiums, deductibles, copays, provider networks, prescription coverage, and other plan features
• Guide consumers through the ACA Marketplace application and enrollment process
• Provide professional, consultative customer service throughout consumer interactions
• Maintain accurate customer information, application details, and enrollment documentation in company systems
• Follow up with prospective and enrolled consumers as required
• Meet sales, conversion, quality, productivity, attendance, and customer experience expectations
• Maintain compliance with CMS, Marketplace, carrier, licensing, and company requirements
• Maintain required insurance licenses, certifications, carrier appointments, and Marketplace credentials
• Participate in ongoing training, coaching, performance development, and team meetings
• Navigate multiple computer systems and applications while assisting customers
• Perform additional duties as assigned

Licensed ACA Health Insurance Agent

• Manage portfolio cash balances in accordance with portfolio guidelines and investment strategy
• Monitor portfolio positions, trade orders and analytics for compliance with client guidelines and asset allocation, duration and risk targets
• Highlight deviations from targets and recommend rebalancing trades
• Generate purchase and sell orders for client cash flows, FX rebalances and active investments
• Facilitate account openings and closings and address ad-hoc client requests
• Prepare investment and portfolio exposure reports
• Review guideline amendments, custodial changes and other account-impacting activities
• Identify opportunities to re-engineer and automate processes with technologists
• Support Portfolio Managers, Sales, Trading and Operations in delivering client requirements
• Partner with Insurance Operations on portfolio transfers and actionable cash balances
• Build and maintain investment program trackers and report-out presentations
• Serve as clients’ first point of contact for asset-class inquiries and support impairment reviews
• Perform bespoke asset-allocation analysis and provide insurance-specific relative-value recommendations

Insurance Associate Portfolio Manager

• Explore, recommend, and coordinate insurance and potential financial assistance options for kidney dialysis patients
• Educate dialysis patients about Medicare, Medicaid, Medicare Supplement, State Renal programs, COBRA, and other insurance options
• Ensure patients follow through with insurance applications and obtain required premium statements and signatures
• Complete and follow up on paperwork for disputed claims and indigent waivers
• Determine Medicare eligibility and assist eligible patients with applications
• Liaise with local Medicare agents regarding terminations and reinstatements
• Complete annual open enrollment and Medicare reinstatement paperwork
• Track 30-month coordination periods for patients on employer Group Health Plans
• Monitor and verify patients' Medicaid status and determine spend-down amounts
• Evaluate patients' financial information and determine eligibility for indigent programs
• Maintain accurate insurance information for the Accounts Receivable Department
• Research and resolve insurance anomalies and discrepancies
• Meet with patients receiving direct insurance payments to ensure dialysis treatment payments owed to Fresenius are collected
• Prepare, analyze, and review monthly caseload and billing reports
• Audit billing-system insurance information and correct discrepancies
• Provide QA team members with monthly insurance-status and action-plan information
• Complete monthly audit exams and present insurance and financial assistance options as needed
• Assist with assigned projects and other duties
• Meet regularly with patients at clinics in the assigned region

Insurance Coordinator

• Schedule and conduct on-site visits and complete reports to evaluate customer risk
• Identify business operations, construction materials, fire protection systems, and safety measures
• Develop recommendations related to safety and loss control
• Professionally represent Verisk and its customers by phone, in person, and in written correspondence
• Complete accurate, customer-centric reports in support of Verisk’s data quality commitment
• Evaluate commercial properties for insurance underwriting, risk assessment, and loss prevention
• Visit diverse businesses and inspect properties to provide insights supporting insurer underwriting decisions

Field Representative, Insurance Inspections

• Schedule and conduct on-site visits and complete reports for customers to evaluate risk
• Identify business operations, construction materials, fire protection systems, and safety measures
• Develop recommendations pertaining to safety and loss control
• Professionally represent Verisk and its customers by phone, in person, and in written correspondence
• Complete accurate, customer-centric reports in support of Verisk’s data quality commitment
• Evaluate commercial properties for insurance underwriting, risk assessment, and loss prevention purposes
• Travel to a wide variety of businesses and inspect properties

• Recruit, hire, train, and retain a high-performing team of insurance agents
• Lead by example through active in-person sales, including door-to-door prospecting and in-home customer presentations
• Coach agents through regular field ride-alongs, providing real-time sales training and development
• Build a strong local presence by networking within the community to recruit talent and generate new business opportunities
• Drive territory growth by supporting agents in achieving sales goals and expanding customer relationships
• Monitor agent activity, identify coaching opportunities, and provide performance feedback
• Conduct field and phone-based business reviews to reinforce compliance, customer engagement, and effective sales practices
• Demonstrate and reinforce the use of company technology, sales tools, and business processes
• Support customer needs in territories without assigned agents by personally conducting sales and service activities
• Partner with the District Manager to share field insights, identify training needs, and improve overall territory performance
• Achieve or exceed territory sales goals
• Build and retain a strong, high-performing team
• Maintain high levels of compliance and customer satisfaction
• Create a positive, accountable, and results-driven team culture
• Build community relationships that generate sales and recruiting opportunities

Insurance jobs in Tennessee

Licensed ACA Health Insurance Agent

Insurance Associate Portfolio Manager

Insurance Coordinator

Field Representative, Insurance Inspections

Field Representative, Insurance Inspections

Sales Manager – Life Insurance