Verification Specialist

Position Overview  
In this role, you will work closely with our Carrier Partners to ensure policies written through our agency are valid, accurate, and approved. This position requires a strong focus on verification, collaboration with sales agents, and providing excellent customer service to clients. 

Job Duties  

• Verify policies written to ensure accuracy and validity. 

• Partner with sales agents to review policy details and confirm that applications are complete and accurate. 

• Communicate directly with clients to collect, clarify, and enter correct information as needed. 

• Provide a high level of customer service by assisting clients through the verification and submission process. 

• Submit verified applications to carriers. 

• Track and follow up on the status of submissions to ensure timely processing. 

• Maintain accurate records of all verifications and communications

Minimum Qualifications  

• High school diploma or equivalent required. 

• Previous experience in insurance, benefits verification, or customer service is preferred but not required (training provided). 

• Strong attention to detail and ability to spot errors or inconsistencies. 

• Excellent communication skills, both verbal and written. 

• Comfortable working with clients, agents, and external partners in a professional manner. 

• Ability to manage multiple tasks and meet deadlines in a fast-paced environment. 

• Basic computer proficiency, including Microsoft Office (Excel, Word, Outlook).  

Employment Type:  20 Hours a week with 90-day probationary period