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Customer Account Specialist- Insurance

Customer Account Specialist- Insurance

ConceroDallas, TX, United States
4 days ago
Job type
  • Full-time
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.

Core Competencies

  • Instills Trust
  • Drives Results
  • Decision Quality
  • Customer Focus
  • Knowledge, Skills and Abilities

  • 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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    Customer Account Specialist • Dallas, TX, United States

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