Insurance Documentation Specialist

2 weeks ago


Morādābād, Uttar Pradesh, India beBeeInsurance Full time ₹ 5,00,000 - ₹ 8,00,000
Job Title: Insurance Documentation Specialist

We are seeking a skilled professional to fill the role of an Insurance Documentation Specialist.

  • Achieve accuracy and efficiency in completing insurance application forms, claim forms, and other related documents.
  • Daily visits to multiple hospitals to assist patients with filling up insurance forms for our pharma client, maintaining records of all data.
  • Verify and cross-check client information for correctness and completeness.
  • Collect and organize required supporting documents from clients.
  • Maintain records of submitted forms and track their status.
  • Coordinate with clients, agents, or the insurance company to resolve discrepancies or missing information.
  • Ensure all forms are completed in compliance with insurance company requirements and regulatory guidelines.
  • Assist with data entry and updating client information in the company database/CRM.
  • Maintain confidentiality of sensitive client information.
  • Meet daily/weekly productivity and accuracy targets.

The ideal candidate will have prior experience in insurance, data entry, or form processing. A strong attention to detail, good communication skills, and proficiency in basic computer applications are essential.

Required Skills & Qualifications
  • Graduate with a background in insurance, data entry, or form processing.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in MS Office and basic computer applications.
  • Ability to handle confidential information with integrity.
  • Strong organizational and time management skills.

This is a challenging yet rewarding opportunity for individuals who take pride in their work and strive for excellence.

About the Role

In this role, you will be responsible for accurately completing insurance forms, verifying client information, and maintaining records of submitted forms.

You will also coordinate with clients, agents, or the insurance company to resolve any discrepancies or missing information.

Your ability to work independently and as part of a team will be highly valued.



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