The Role
Reviews and maintains insurance policies, certificates, endorsements, and related records for accuracy and compliance. Verifies coverage details, tracks renewals and claims documentation, identifies deficiencies, and coordinates with carriers, brokers, lenders, and internal teams to resolve issues. Prepares correspondence and reports while protecting confidential policy and client information.
Summary Generated by Built In
34 Broad Street, Charleston, South Carolina 29401Job DescriptionThe Insurance Specialist is responsible for reviewing, processing, and maintaining insurance-related documentation to ensure accuracy, compliance, confidentiality, and timely completion of required tasks. This role supports internal teams and external stakeholders by verifying coverage information, maintaining insurance records, coordinating claims documentation, monitoring renewals, and communicating with carriers, brokers, lenders, and internal departments to resolve insurance-related needs.
Essential Functions:
- Review insurance policies, certificates, endorsements, binders, and related documents for completeness and accuracy.
- Participate in calls related to claims and coverages.
- Verify insurance coverage, limits, effective dates and deductibles.
- Maintain accurate insurance records, tracking logs, databases, and document management systems.
- Communicate with insurance carriers, brokers, lenders, and internal departments to obtain or clarify insurance information.
- Identify documentation deficiencies and follow up to resolve missing, expired, or non-compliant insurance items.
- Assist with claims intake, status tracking, and coordination of supporting documentation as needed.
- Prepare correspondence, reports, summaries, and file notes related to insurance matters.
- Monitor renewal dates and ensure updated documentation is received before policy expiration.
- Support compliance with company policies, contractual requirements, and client-specific insurance requirements.
- Maintain confidentiality of sensitive client, policy, financial, and business information.
- Other duties as assigned.
401k + Fulltime & Part-time Benefits Packages
Training, Development & Career Laddering
Great work-life balance
Flexible Scheduling
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The Company
What We Do
Harmony Senior Services is a management company that operates senior living communities, providing a continuum of care including independent living, assisted living, and memory care services.
