Records Specialist

1 month ago


Jackson, United States Southern Farm Bureau Life Insurance Company Full time

The New Business Records Specialist is a customer service role that expedites the receipt of medical records, including initiating requests, obtaining processing fees, sending follow-up letters, performing necessary file maintenance, etc.

The qualifications are:

  • High School Diploma or GED
  • Strong written and oral communication skills, required
  • Excellent typing skills (40+wpm) with a 10% or below error ratio
  • Basic knowledge of Microsoft Windows
  • Basic knowledge of Adobe PDF files and Tiff files
  • Multi-tasking skills required

The role responsibilities are:

  • Communicate by telephone and letter with physicians' offices, hospitals and copy services to verify patient information, obtain information about the doctor, and request medical records.
  • Process payments for medical records by phone and online.
  • Add and update physicians’ data base and work order system by file maintenance.
  • Obtain and complete special releases required from facilities
  • Communicate with agent and underwriters for status of medical records requests and obtaining correct information needed to process medical records.
  • Process incoming mail and referrals in Caseflow related to Medical Record and also add requirements as needed.

At Southern Farm Bureau Life Insurance Company, our Mission is to be the life insurance company of choice for our Farm Bureau family. Our focus is to provide competitive products and superior customer service to our Farm Bureau policyholders and agents, while observing the highest ethical standards. Southern Farm Bureau Life Insurance Company continues to build on over 75 years of success with an outlined strategic vision, defined core values and above all, our employees. Our Company strives to provide a workplace with an outstanding culture, focusing on the development, growth and engagement of its employees.

We are looking for candidates who model our Company’s Core Values which are:

  • COMMITMENT TO SERVICE - recognizes that serving our agents, policyholders, and employees is the foundation of our success
  • RESPECT FOR PEOPLE - values individual’s unique talents, backgrounds, and experiences
  • INTEGRITY- upholds the highest ethical standards in all of their actions
  • ACCOUNTABILITY FOR RESULTS - commits to getting the job done by taking ownership of their work
  • COMMITMENT TO TEAMWORK - understands, appreciates, and respects each individual's roles on their teams
  • COURAGE TO ACT - acts in the best interest of the Company



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