Client Services Specialist II

Job Summary:

• Reviews, analyzes, evaluates, validates provider/producer information and Products business/credentialing requirements and maintains information on Credentialing databases.
• Supports extensive research and analysis of sensitive provider/producer issues; addresses data integrity issues.
• Process agent onboarding contracts.
• Verify insurance licenses, add appointments.
• Work with agents to ensure records are complete and validated.
• Utilize various systems and websites to ensure accuracy.

Duties:

• Reviews, analyzes, evaluates, validates provider/producer information and Products business/credentialing requirements and maintains information on Credentialing databases.
• Supports extensive research and analysis of sensitive provider/producer issues; addresses data integrity issues.
• Process agent onboarding contracts.
• Verify insurance licenses, add appointments.
• Work with agents to ensure records are complete and validated.
• Utilize various systems and websites to ensure accuracy.

Education:

• High School Diploma - required.

• Associate's degree - preferred.

Experience:

• Customer Service - 1-3 years of experience.

Skills and Qualifications:

• Insurance Knowledge - plus.
• Strong Analytical Skills.
• Ability to work reliably, prudently, and tactfully with confidential information.
• Ability to organize and prioritize work and manage multiple priorities.
• Excellent verbal and written communication skills including letters, memos, and emails.
• Excellent attention to detail.
• Ability to research and analyze data.
• Ability to work independently with minimal supervision.
• Ability to establish and maintain effective working relationships with providers, management, staff, and contacts outside the organization.
• Proficient use of Microsoft Office applications (Word, Excel, Access) and internet resources.

Interview Process:

• Interviews will be conducted via Microsoft Teams.