What Is an Insurance Specialist and How to Become One
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What Is the Job Description of an Insurance Specialist?
An insurance specialist interprets or explains insurance plans. This job is available in health care, government, and other sectors. They may work as an insurance agent for a specific type of agency or assist a number of carriers. An insurance specialist may also assess accident or insurance claims. Other specialists manage customer accounts and maintain contact with clients after the application process. Qualifications to become an insurance specialist often include an associate’s or bachelor’s degree, but some employers may accept candidates with a high school diploma.
What Are the Requirements to Become an Insurance Specialist?
Qualifications to become an insurance specialist often include an associate’s or bachelor’s degree, but some employers may accept candidates with a high school diploma. You should also have excellent analytical skills, a working knowledge of federal and state compliance laws and regulations, and proficiency with spreadsheet and word processing software. An insurance specialist interprets or explains insurance plans. They may work as an insurance agent for a specific type of agency or assist a number of carriers. In some cases, they manage customer accounts and maintain contact after the application process, so customer service skills are also important.
Insurance Specialist Job Description Sample
With this Insurance Specialist job description sample, you can get a good idea of what employers are looking for when hiring for this position. Remember, every employer is different and each will have unique qualifications when they hire for a Insurance Specialist role.
Job Summary
Our organization is looking for a knowledgeable Insurance Specialist who can interpret policies. In this role, you will answer calls regarding claims, answer questions about the products we offer, and verify the eligibility of benefits. You serve as a resource for both clients and employees, so you must stay up to date on regulations and be able to interpret policy-specific coverage. Our ideal applicant has a postsecondary degree and experience in the insurance industry. Although licensure is not required, it is a major plus.
Duties and Responsibilities
- Answer calls regarding insurance claims
- Answer questions about our products
- Verify documentation and eligibility of benefits
- Maintain client files
- Stay up to date on complex insurance regulations
- Perform other administrative support duties as needed
Requirements and Qualifications
- High school diploma or GED certificate
- Postsecondary degree or equivalent experience
- Experience in the insurance industry preferred (1 year)
- Insurance license a plus
- Phone communication skills
- Computer proficiency
