Insurance Verification Specialist

MacCurdy & Associates Inc.; Oregon; Hybrid; USD 42,000 - 62,000; Full time

Job summary

MacCurdy & Associates Inc. is seeking an Insurance Verification Specialist for a remote role. You will obtain and verify proof of insurance from agents, carriers, borrowers, and lenders, ensuring records are accurate and properly documented in company systems.

You will handle multiple work queues, communicate effectively across channels, and perform quality checks in accordance with procedures and standards. The position emphasizes attention to detail and adherence to established workflows.

Qualifications

• Minimum six (6) months of related experience in customer service, insurance support, verification services, or call center operations.
• Basic computer and data entry proficiency.
• Ability to understand and apply company policies, standards, and procedures in customer interactions and record handling.

Responsibilities

• Communicate with insurance agents and carriers to obtain proof of insurance documentation.
• Review insurance documents to research and verify policy and coverage information.
• Manage and process multiple work queues on a daily basis according to priority and service standards.
• Inquire about insurance status, coverage limits, policy terms, and related details.
• Document all communications and findings in borrower and client records.
• Update internal tracking systems with verified insurance information.
• Respond to insurance verification requests from borrowers and lenders.
• Review submitted proof of insurance for completeness and accuracy.
• Route incoming insurance documents to the correct client or borrower file location.
• Perform quality control checks to confirm insurance processing meets company procedures and standards.
• Follow documented workflows and processing guidelines when handling insurance records.
• Escalate discrepancies or incomplete documentation according to established procedures.

Skills

Active listening

Investigative questioning

Phone etiquette

Verbal communication

Written communication

Attention to detail

Procedural adherence

Multichannel communication

Time management

Job description

This is a remote position, and we are primarily seeking applicants who reside in East Tennessee or the surrounding areas.

Position Summary

The Insurance Verification Specialist is responsible for obtaining, reviewing, validating, and documenting proof of insurance information from agents, carriers, borrowers, and lenders. This position ensures insurance records are accurate, complete, and properly recorded within company systems in accordance with established procedures and quality control standards.

Primary Responsibilities

• Communicate with insurance agents and carriers to obtain proof of insurance documentation
• Review insurance documents to research and verify policy and coverage information
• Manage and process multiple work queues on a daily basis according to priority and service standards
• Inquire about insurance status, coverage limits, policy terms, and related details
• Document all communications and findings in borrower and client records
• Update internal tracking systems with verified insurance information
• Respond to insurance verification requests from borrowers and lenders
• Review submitted proof of insurance for completeness and accuracy
• Route incoming insurance documents to the correct client or borrower file location
• Perform quality control checks to confirm insurance processing meets company procedures and standards
• Follow documented workflows and processing guidelines when handling insurance records
• Escalate discrepancies or incomplete documentation according to established procedures

Required Skills and Competencies

• Ability to gather information through active listening and investigative questioning
• Professional phone and customer communication etiquette
• Strong written and verbal communication skills
• Ability to communicate effectively with multiple audiences and through multiple channels
• Attention to detail and accuracy in documentation and data entry
• Ability to follow defined procedures and processing standards
• Ability to learn and apply new systems, processes, and guidelines
• Time management and multi-queue workload management skills

Minimum Qualifications

• Minimum six (6) months of related experience in customer service, insurance support, verification services, or call center operations
• Basic computer and data entry proficiency
• Ability to understand and apply company policies, standards, and procedures in customer interactions and record handling