Responsibilities
- Conducting phone calls to verify information provided by clients or other relevant parties, ensuring accuracy and compliance with insurance policies
- Establishing and nurturing long-term working relationships with insurance agencies, brokers, and other stakeholders to facilitate smooth information verification processes
- Performing data entry tasks accurately and efficiently to record verified information into databases or management systems
- Providing reports to managers regarding the progress of verification tasks, highlighting any discrepancies or issues encountered during the process
- Taking ownership of assigned verification projects while collaborating effectively with team members to ensure seamless workflow and achievement of team goals
- Maintaining a high level of professionalism during phone interactions to uphold the company's reputation and foster positive relationships with clients and partners
- The Insurance Verification Specialist will report to the Team Lead or Manager within the Business Insurance Department
Requirements
- Minimum 3 year of experience in business insurance, insurance agent license preferred
- Familiarity with Certificates of Insurance (COI)
- At least 2 years of experience in phone verification or customer service roles, ensuring effective issue resolution
- Proficiency in English communication with a strong emphasis on clarity and professionalism
- Additional fluency in another language is desirable, enhancing customer interaction capabilities
- Knowledge of Zendesk is advantageous for efficient support management
- Adaptability to evolving industry standards and a proactive approach to continuous learning are expected for optimal performance
- Demonstrating reliability and consistency in attendance to ensure coverage during designated working hours and contribute to the team's overall efficiency.
Top Skills
What We Do
The world's largest organizations rely on Evident's game-changing technology to help them safely collect and analyze both individual and business credentials so they can make fast and informed decisions about engaging new third-party partners, prospective employees, franchisees, and more, without compromising their privacy.
In today's new remote-first, ever-changing regulatory environment, Evident provides a highly scalable and configurable solution to manage communications, storage, decisioning, and ongoing monitoring of individual and business credentials.
Evident is a VC-backed technology startup, headquartered in Atlanta, GA.
Learn more at evidentid.com.