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Processing Specialist

Treloar & Heisel Inc

Processing Specialist

New Castle, PA
Full Time
Paid
  • Responsibilities

    Job Responsibilities:

    A processing specialist is mainly responsible for administrative duties related to the insurance application process. You will operate computers and other communications equipment and may perform data entry work as part of a larger data processing system. Being a specialist is a very detail-oriented job involving many repetitive duties. In addition to inputting, organizing, and cataloging data, a specialist may also be responsible for performing quality control checks, identifying job problems, and ensuring that job duties are completed according to schedule. You will go through extensive on the job training. Processing Specialists need to possess good communication skills, be able to function in a fast-paced environment and adapt to new technologies quickly. The work involves being able to work well with team members as well as independently and serving customer needs.

    Roles and responsibilities:

    · Enter prospective client information into database

    · Enter insurance applications into appropriate software systems

    · Create and send email communication to clients

    · Order and track scheduling of medical requirements

    · Order and track fulfillment of medical records orders

    · Follow up with clients and Advisors for outstanding items

    · Finalize insurance policies in the database and forward documentation to insurance companies

    · Provide back-up phone support to Receptionist

    · Filing

    Job Requirements:

    High School Diploma

    Superior attention to detail

    Ability to multitask and balance demanding workload in a fast-paced environment

    Strong Microsoft Office skills, especially Outlook and Word

    Familiarity with Google Drive, Google Sheets, and Google Docs