Insurance

• Evaluate commercial business sites for multiple lines of insurance coverage, loss prevention and risk assessment.
• Assist insurers in their policy underwriting and pricing decisions through onsite observations and reporting.
• Use effective planning and organizational skills to schedule and complete commercial business site visits and reports.
• Professionally represent Verisk and our customers via phone, in person and in written correspondence.
• Execute on our data quality commitment using your eye for detail and communication skills in completing accurate and customer-centric reports.

Field Representative – Insurance Inspections

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Generate leads through networking, referrals, and company-provided resources
• Educate clients on available policies and coverage options
• Follow up with prospects to close sales and maintain customer satisfaction
• Stay informed about industry trends and product offerings
• Work independently while collaborating with a supportive team

Mortgage Protection – Life Insurance Agent

• Consult on life insurance products to customers.
• Assist customers with life insurance applications and claims.
• Provide customers with information on life insurance plans and options.
• Maintain compliance with life insurance regulations.

Life Insurance Agent Team Member

• You'll guide, support, and inspire customers while offering solutions that truly make a difference.
• You're proactive, personable, and purpose-driven.
• Find satisfaction in solving problems and creating value for others.

Life Insurance Sales

• Working denials, appeals, and aging report
• Following up on medical claims that have not been paid timely
• Contacting insurance companies to see why claims have not been processed
• Sending medical records
• Contacting patients regarding additional information needed to process claims
• Working with coding on denials.

AR Insurance Specialist

• Utilize online systems, phone communication, and other resources to determine eligibility and benefits prior to scheduled appointments in accordance with Vail Health timelines
• Accurately identify and assign payer plan codes in the organization’s electronic health record system
• Verify medical necessity in accordance with Centers for Medicare & Medicaid Services (CMS) standards and communicate coverage and eligibility details to patients
• Communicate with patients, physicians, clinicians, front-end staff, and translators to gather any additional required information
• Identify and obtain missing patient demographic, insurance, or pre-authorization details
• Coordinate benefits by determining primary and secondary liability when applicable
• Obtain pre-certifications and pre-authorizations from third-party payers per payer requirements
• Escalate complex cases and notify patients or physician offices of any issues impacting verification or eligibility
• Communicate patient financial responsibility directly or partner with appropriate staff to review payment and financial assistance options
• Demonstrate and uphold the principles of a Just Culture
• Perform other duties as assigned; must remain HIPAA compliant

Insurance Verification Representative

Licensed Life and Health Insurance Agent

Advanced Market Insurance Agent – High Level Strategy

• Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Build and maintain a network of client members through referrals, networking events, and community engagement.
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Meet or exceed business development goals.

Insurance Agent, Training

• Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
• Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Target Achievement: Meet or exceed business development goals.

Insurance Agent

• Ensure timely and accurate completion of state regulatory surplus lines submissions within the InsCipher system
• Reconcile surplus filing data batches, payments, and invoices to ensure accuracy and compliance
• Prepare, verify, and review required documentation for submission
• Assist with internal and external surplus lines audits by verifying transactions, filings, and related records
• Independently research, investigate, and resolve issues that arise during filing, reconciliation, or payment processes
• Manage multiple priorities efficiently while maintaining accuracy and responsiveness in a high-volume workflow
• Collaborate effectively within a team environment and support team objectives and deadlines
• Adapt to internal workflow or process changes and provide feedback to improve efficiency
• Remain open to coaching, continuously developing new skills, and applying constructive feedback
• Required to perform other duties as requested, directed, or assigned

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