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Insurance Filing Jobs in North Carolina (NOW HIRING)

Reidhealth

Responsible for ensuring assigned insurance balance does not age past filing deadlines based on payor's specific requirements. Overview of Responsibilities * Verifies insurance coverage by ...

CapLeo Global

Insurance Specialist

Chapel Hill, NC · On-site

  • Medical

  • Dental

The duties of this position include filing dental insurance claims and pre-treatment estimates for privately insured patients; obtaining and providing the clinical documentation necessary for claims ...

Global Pharma Tek

Insurance Specialist

Chapel Hill, NC · On-site

  • Medical

  • Dental

The duties of this position include filing dental insurance claims and pre-treatment estimates for privately insured patients; obtaining and providing the clinical documentation necessary for claims ...

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All JobsInsurance Filing JobsInsurance Filing Jobs in North Carolina

Insurance Filing information

What is insurance filing?

Insurance filing jobs involve handling and processing documents related to insurance claims, policies, and client information. Professionals in this field ensure that all necessary paperwork is correctly submitted to insurance companies and that records are maintained in compliance with regulations. Their duties may include reviewing claims for completeness, entering data into systems, and communicating with clients and insurance providers to resolve discrepancies. These roles are essential for the smooth operation of insurance agencies, healthcare providers, and other organizations that deal with insurance documentation.

What are the key skills and qualifications needed to thrive in insurance filing?

To excel in Insurance Filing, you need strong attention to detail, organizational skills, and a solid understanding of insurance policies and claims processes, often supported by a high school diploma or relevant coursework. Familiarity with insurance management software, electronic filing systems, and basic office applications is typically required. Outstanding communication, problem-solving abilities, and time management help you resolve discrepancies and maintain efficient workflows. These skills ensure that claims are processed accurately and promptly, minimizing errors and supporting client and organizational satisfaction.

What are some common challenges faced in an insurance filing role, and how can they be effectively managed?

A key challenge in Insurance Filing is ensuring accuracy and completeness when handling large volumes of documentation, as mistakes can lead to claim denials or delays. To manage this, professionals use detailed checklists, electronic filing systems, and maintain clear communication with clients and insurance providers. Staying organized and up-to-date with changing regulations is also essential. Many teams provide ongoing training and support to help filing specialists stay current and efficient in their work.

What is the difference between Insurance Filing vs Insurance Claims Specialist?

AspectInsurance FilingInsurance Claims Specialist
CredentialsBasic insurance knowledge, sometimes certificationAdvanced claims processing certifications often preferred
Work EnvironmentOffice-based, administrative settingOffice or remote, customer service focus
Employer & IndustryInsurance companies, agenciesInsurance companies, third-party administrators
Primary RoleOrganizing and submitting insurance documentsEvaluating and processing insurance claims

Insurance Filing involves preparing and submitting insurance documents, ensuring proper documentation. Insurance Claims Specialists handle the evaluation and processing of claims, often requiring more detailed knowledge of policies and claims procedures. While both roles support insurance operations, Filing is more administrative, whereas Claims Specialists focus on claims resolution.

What are popular job titles related to Insurance Filing jobs in North Carolina?

For Insurance Filing jobs in North Carolina, the most frequently searched job titles are:

What job categories do people searching Insurance Filing jobs in North Carolina look for?

The top searched job categories for Insurance Filing jobs in North Carolina are:

Insurance Filing jobs near you
Infographic showing various Insurance Filing job openings in North Carolina as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% In-person job distribution.

Business Insurance Advisor

Jones Insurance Agency, Inc.

Garner, NC • Hybrid

Full-time

Re-posted 24 days ago

Job description

Career Opportunity - Business Insurance Advisor

If you are looking for:

  • An employer that invests in (and encourages) your learning and growth
  • A professional work environment where teammates are supportive and accountable
  • An opportunity to make a difference in the lives of your clients and community
  • Standard working hours, with options for remote work and flexible schedules
  • A competitive salary with outstanding benefits
  • A family-oriented employer that has been in business for over 60 years

Then we should talk, because we are always looking for:

  • Self-motivated individuals with an “old-fashioned” work ethic and positive attitude
  • Someone with a proven ability to support and potentially lead a team
  • A quick learner who can grasp new concepts & ideas in a fast paced environment
  • A client-focused professional who is able to listen, communicate, and utilize technology

  • Title:  Business Insurance Advisor

    FLSA Status:  Exempt

    Shift: 1st

    Reports to:  Outreach Director

    Department:  Sales

    Employment Status: Full-time

    Supervisory Responsibilities: None

    Date Created/Last Evaluated: October 2020

    Summary

    This position is directly responsible for prospecting, soliciting, quoting, and selling new Business Insurance Accounts. Continuing to counsel and market to existing clients professionally is another essential function of the position. Specific Sales activities, goals and, service responsibilities are determined during the yearly planning process for this position and are monitored monthly.

    Qualification Requirements

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Minimum Qualifications

    • Bachelor’s degree preferred
    • NC Department of Insurance Property & Casualty License preferred
    • 2+ years of experience in business-to-business sales

    Knowledge, Skills, & Abilities

    • Ability to discuss, support, and sell insurance products in states where the agency functions.
    • Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc.
    • Must have excellent communication skills; written and verbal.
    • Must be an assertive self-starter with the ability to influence others.
    • Must excel at being client focused and able to work in a team-oriented environment
    • Should have demonstrated effective presentation skills through both verbal and written communications
    • Proven leadership ability

    Supervisory Responsibilities

    May have some supervisory responsibilities as the business grows.

    Essential Functions

    • Identifies and develops relationships with qualified insurance buyers
    • Generates referrals for other team members
    • Creates and maintains detailed lists of current and prospective clients
    • Designs insurance plans and recommends coverages to clients
    • Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients
    • Creates insurance proposals, makes sales presentations to prospective and existing clients on new and renewal basis
    • Communicates accurate and complete information to account management team in a polite and respectful manner
    • Meet scorecard goals

    Physical Demands

    This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary. 

    Work Environment

    This job operates in a clerical, office setting.  This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine.

    Travel

    Some travel is required to visit client sites.

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