JOB SUMMARY:

This position involves extensive telephone and written communication with our client's doctor offices & medical facilities as well as APS vendors to assist with expediting the process of obtaining clients medical records for Life insurance purposes.

ESSENTIAL FUNCTIONS:

• Calling APS vendors & Medical Facilities to aggressively follow-up on requests for medical records.
• Accurately updating/documenting case with APS information.
• Collaborating with Case Specialists/Agents & Co Rep to resolve problems and delays that results from the request for the medical records.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Extremely Customer service oriented.
• Excellent oral and written communication skills.
• Strong organizational and time management skills.
• Personable and persuasive.
• Dependable and flexible.
• Detailed oriented.
• Resourceful.
• Basic familiarity with computers.