Insurance Follow-Up Representative

Essential Functions

  • Make professional, courtesy outgoing insurance calls in order to receive claim status
  • Receive incoming insurance calls
  • Create situations according to the insurance claim needs
  • Responsible for recording daily stats
  • Read account detail and communicate appropriate detail to insurance representatives
  • Able to follow HIPAA guidelines
  • Understand when and how to submit times for payroll to a supervisor
  • Be able to read and understand each sites policies and procedures
  • Accurately document the account detail
  • Be able to screenshot the daily tickler files and document through the Insurance Tickler System
  • Working directly with the health care provider, insurance companies, and in some cases patients
  • Checking insurance eligibility
  • Reviewing an electronic claim status application with a provided electronic claims status response
  • Be able to perform the method to follow-up and identify claim status using one of the following methods; audit reports, insurance websites, automated system or fax back system, contacting customer service representatives, email or fax claim status request

Interpersonal Competencies

  • Present a professional appearance and demeanor
  • Excellent phone and communication skills
  • Set forth a good example of behavior and attitude for staff
  • Excellent time management and organizational skills
  • Active and attentive listening skills
  • Show confidence on the phone with insurance representatives
  • Ability to display a friendly, calm and professional demeanor at all times, even under times of high stress
  • Ability and willingness to work in a team setting

Educational Requirements

  • High School Diploma

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Lanett, AL

The CPSI family of companies

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