Insurance Specialist

Working with patients, physicians, and third parties, insurance specialists are responsible for a range of insurance-related tasks. Insurance specialists also accept payments and conduct billing audits to verify statements and refunds. From verifying coverage to filing appeals, these professionals must have a thorough understanding of the claims process. 

Completing insurance reports, resolving patient balances, and responding to patient inquiries are a few additional day-to-day responsibilities of an insurance specialist. Therefore, workers in insurance specialist roles must be detail-oriented employees, skilled communicators, and highly organized professionals. 

Job Responsibilities

• Confirm insurance eligibility  
• Record patient information 
• Print, copy, and fax documents 
• Update insurance information 
• Process medical claims 
• Create refund and appeal requests 
• Communicate with patients and third parties 

Qualifications and Skills 

• High school diploma, GED, or equivalent experience 
• Associate degree in a related field preferred 
• 1+ years of experience in a similar role (claims/appeals)
• Proficiency with word processing software