Insurance Verification Specialist

Minimum 3 year of experience in business insurance, insurance agent license preferred Familiarity with Certificates of Insurance (COI) At least 2 years of experience in phone verification or customer service roles, ensuring effective issue resolution Proficiency in English communication with a strong emphasis on clarity and professionalism Additional fluency in another language is desirable Knowledge of Zendesk is advantageous Adaptability to evolving industry standards and a proactive approach to continuous learning are expected Demonstrating reliability and consistency in attendance

Conducting phone calls to verify information provided by clients or other relevant parties, ensuring accuracy and compliance with insurance policies Establishing and nurturing long-term working relationships with insurance agencies, brokers, and other stakeholders to facilitate smooth information verification processes Performing data entry tasks accurately and efficiently to record verified information into databases or management systems Providing reports to managers regarding the progress of verification tasks, highlighting any discrepancies or issues encountered during the process Taking ownership of assigned verification projects while collaborating effectively with team members to ensure seamless workflow and achievement of team goals Maintaining a high level of professionalism during phone interactions to uphold the company's reputation and foster positive relationships with clients and partners