Insurance Verification Specialist

Allied Solutions, LLC; Town of Carmel (NY); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with company match

PTO

Job summary

Allied Solutions, LLC seeks a Validation Specialist I to perform outbound calls to Insurance Agents and regional offices for loan collateral verifications, including vehicle and mortgage files. The role emphasizes accuracy, documentation, and timely updates within lender guidelines.

You will read insurance documents, verify information, and maintain detailed loan histories. Strong organizational and communication skills are essential to meet SLAs and quality audits.

Qualifications

• High school diploma required.
• Use clear, concise oral communication; write clearly and handle confidential information.
• Identify, analyze and resolve problems; adapt to change and make independent decisions.
• Self-prioritize; strong organizational workflow; meet service level expectations; multitask to maximize efficiency.

Responsibilities

• Verifications (50%): Outbound calls to Insurance Agents/Regional offices or websites to verify loan collateral coverage; work with vehicle and mortgage outbound calls.
• Research (20%): Read and understand auto and mortgage insurance documents to perform required tasks per lender specifics in loan history.
• Verify and Memo (10%): Ask precise questions to insurers and record thoroughly in loan history.
• Accounts per Hour (10%): Aim for 10 accounts per hour via website verifications and calls; meet SLA 95% in 7 days.
• Quality (10%): Achieve 90%+ on audits by following procedure manuals and identifying learning opportunities.

Skills

Outbound calls

Verifications

Data entry

Communication

Multitasking

Attention to detail

Education

High school diploma

Job description

The core responsibilities of the Validation Specialist I include but are not limited to performing Outbound Calls to Insurance Agents/Regional offices or utilizing various electronic means such as websites for verification of loan collateral coverage. Works with vehicle and mortgage outbound calls.

Job Duties and Responsibilities:

Verifications (50%):

• Performing Outbound Calls to Insurance Agents/Regional offices or utilizing various electronic means such as websites for verification of loan collateral coverage.
• Works with vehicle and mortgage outbound calls.

Research (20%):

• Ability to read and understand insurance documents for both auto and mortgage, in loan history to perform the correct task that is needed for that loan while following lender particulars.

Verify and Memo (10%):

• Accurately verify the correct questions with insurance agents and regional offices.
• Has the ability to document thoroughly in the history of the loan for the lenders to be able to understand clearly.

Accounts per Hour (10%):

• Has the ability to meet the department goal of 10 accounts per hour by performing website verifications and phone calls to insurance agents.
• Needs the ability to be able to multitask to assist the department in meeting our department SLA's of 95% in 7 days completed.

Quality (10%):

• Consistently obtain 90% or higher on all quality audits by understanding and reviewing procedure manuals.
• To be able to identify, document, and report any learning opportunities to higher management.

Qualifications (Education, Experience, Certifications & KSA):

• High school diploma required
• Use of clear, concise and effective oral communication; accurately composes written materials as required by the position. Handle confidential information in a responsible manner. Ability to convey thoughts in a focused and concrete manner.
• Ability to identify, analyze, and resolve problems. Adaptable to change and has the ability to make independent decisions.
• Ability to self-prioritize and has strong organization workflow skills. Meet service level expectations. Ability to multi-task to maximize efficiency and follow through to completion.
• Data entry and keyboard knowledge.
• Work independently and within a team environment to complete work assignments and meet department goals. Professional interaction with employees, peers and customers. Receive and provide feedback with a respectful approach.
• Ability to present ideas and input to assist in workflow improvements.
• Ability to remain composed and effective under pressure.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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