Customer Service/Insurance Specialist - Dallas, TX - Hybrid

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 ResponsibilitiesPrioritize 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.
• Supervisory Responsibilities and/or RelationshipsNone
• Core Competencies Instills Trust
• Drives Results
• Decision Quality
• Customer Focus

Knowledge, Skills and Abilities are the requirements or minimum qualifications needed to perform the essential duties and responsibilities of the job successfully.

• 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.