Insurance Account Specialist

Posted Yesterday
Be an Early Applicant
Dallas, TX, USA
In-Office
Entry level
Financial Services
The Role
Provide eligibility administration, billing, payment processing and account support for members and ministry partners. Process transactions, respond to account inquiries, ensure policy compliance, support audits and reconciliations, collaborate with cross-functional teams, and identify process improvements to maintain service quality and operational accuracy.
Summary Generated by Built In
Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

The Insurance Account Specialist provides accurate, timely service and operational support for eligibility administration, billing, payment processing and related account services for Ministry Partners and members. Through service excellence and operational precision, the Insurance Account Specialist supports GuideStone’s mission, vision, and revenue goals across its life and health coverage offerings. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands (Psalm 78:72)

What You'll Do:
 

Insurance Administration and Account Support

· Review account information, documentation, and transaction details to ensure accuracy, completeness, and timely resolution

· Prioritize and accurately process insurance administration transactions, including eligibility management, billing and payment processing, and other activities required to deliver high-quality customer service to insurance clients

· Respond to routine account inquiries and service requests from members, Ministry Partners, and internal teams in a professional and customer-focused manner
 

Policy, Procedure and Compliance

· Maintain a working knowledge of internal policies, procedures and legal parameters that are specific to Church Health Plans, staying informed as products, systems, and regulatory environments evolve

· Apply established procedures consistently when processing transactions, researching issues, and communicating account-related information

· Adhere to all applicable legal, regulatory, policy, and procedural requirements to ensure compliance and operational integrity
 

Process Improvement and Department Support

· Identify opportunities to improve workflow efficiency, documentation, and service consistency, and share recommendations with appropriate team members

· Participate in department projects or initiatives as assigned, contributing insight related to daily plan administration and customer needs
 

Stakeholder Collaboration and Service Experience

· Partner with team members and cross-functional departments to research issues, clarify policy and account details, and support timely and accurate customer outcomes

· Communicate status updates, service needs, and potential concerns clearly to support transparency and alignment across teams

What You'll Need:
 

· Bachelor’s degree or relevant work experience in insurance, financial services or a related operational environment

· Strong technical aptitude with proficiency in Microsoft Office Suite, SharePoint and GuideStone‑specific software applications

· Effective research, analytical, and problem-solving skills, with the ability to make sound decisions and maintain strong attention to detail

· Adaptability and flexibility to manage changing priorities, responsibilities and projects

· Solid accounting and mathematical skills, including the ability to calculate premiums, perform billing reconciliations, support audits, and resolve financial discrepancies

· Professional written and verbal communication skills, demonstrating clarity, accuracy, and a customer-focused approach
#LI-Hybrid
#LI-HM1

Skills Required

  • Bachelor's degree or relevant work experience in insurance or financial services
  • Proficiency with Microsoft Office Suite, SharePoint, and GuideStone-specific software applications
  • Strong research, analytical, and problem-solving skills
  • Adaptability and flexibility to manage changing priorities and projects
  • Solid accounting and mathematical skills, including premium calculations, billing reconciliations, audit support, and resolving financial discrepancies
  • Professional written and verbal communication skills with a customer-focused approach
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The Company
HQ: Dallas, TX
534 Employees
Year Founded: 1918

What We Do

GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas. Do well. We strive to do well, to do our jobs with excellence. Our goal is to enhance our participants'​ financial security and to give our participants peace of mind today and confidence about tomorrow. Do right. We strive to do right, to make integrity an integral part of our work. We believe that doing what's right matters. That consulting our consciences and acting on our beliefs is an essential component of developing financial solutions and investment options. Follow for access to helpful resources about retirement, insurance, personal finance and more.

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