Insurance Services Specialist
Core
Process insurance policy changes, handle claims, and provide customer service for dental and medical professionals.
Role type
Insurance Services Specialist
Builds
Policy servicing and client support for Treloar & Heisel division
Domain
Insurance
Deliverable
client delivery
Required skills
policy administration, customer service, database updates, claims processing, financial institution communication
Responsibilities
Receive and respond to insurance company communications regarding client policies, provide courtesy notifications for late premium payments, assist clients with policy servicing (beneficiary changes, premium mode changes, cancellations, reinstatements, death claims), update databases to reflect policy and contact changes, communicate with clients' financial institutions to process collateral assignments, process policy suspensions and reinstatements due to military deployment, provide high-quality customer service to established clientele