Insurance Account Specialist

2 days ago

Dallas, Texas, United States Concero Full time $40,000 - $60,000 per year

Job Description

The Insurance Account Specialist is responsible for delivering exceptional service to a designated group of insurance customers. This position is responsible for managing day-to-day operations including customer service, billing and payments, eligibility administration, and other support functions. By ensuring accuracy, efficiency, and a high standard of service, the Insurance Account Specialist contributes to company's revenue goals and supports its mission to provide best-in-class service across health and welfare insurance lines.

Essential Duties and Responsibilities

  • Prioritize and process complex insurance-related transactions, including eligibility updates, billing, payments, and other administrative tasks to ensure timely and accurate service delivery.
  • Maintain a thorough understanding of internal policies, procedures, and legal guidelines specific to Church Health Plans. Stay current with changes in products, markets, technology, and regulatory environments.
  • Assist in designing, implementing, and maintaining processes that enhance departmental performance. Focus areas include increasing operational efficiency, reducing errors and redundancies, and supporting quality assurance initiatives.
  • Partner with internal teams to deliver seamless customer experience, enhanced retention, and deliver effective and efficient customer solutions.
  • Contribute to project teams as needed, offering subject matter expertise in insurance plan administration and customer service best practices.
  • Ensure all activities comply with applicable laws, regulations, and organizational policies and procedures.

Supervisory Responsibilities and/or Relationships

  • None

Core Competencies

  • Instills Trust
  • Drives Results
  • Decision Quality
  • Customer Focus

Knowledge, Skills and Abilities
are the requirements or minimum qualifications needed to perform the essential duties and responsibilities of the job successfully.

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's degree or equivalent work experience.
  • Astute learner with strong technical aptitude and critical thinking skills
  • Demonstrated ability to quickly learn and apply new technologies. Proficient in Microsoft Word, Outlook, Excel, and capable of learning company specific software applications efficiently.
  • Strong research and decision-making abilities. High attention to detail with a proven ability to analyze complex information and resolve issues effectively.
  • Highly adaptable and capable of managing multiple priorities, tasks, and projects.
  • Strong accounting and mathematical skills, including the ability to calculate premiums, reconcile billing, conduct audits, and resolve financial discrepancies.
  • Experience working in a collaborative, team-oriented setting with a focus on shared goals and continuous improvement.
  • Excellent written and verbal communication skills, with the ability to convey information clearly and professionally.
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