Insurance Clerk Resume Sample

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Berniece Stokes
76080 Freeman Station,  San Francisco, CA
+1 (555) 549 3660

Work Experience

Insurance Verification Clerk
02/2017 - PRESENT
Los Angeles, CA
  • Generates the monthly account current statement or report of bookings as required
  • Ensures the insurance companies are paid in an accurate and timely manner
  • Updating patient information
  • Review and correct documents with missing or erroneous data
  • Carefully follow written policies, procedures, and data processing guidelines
  • Utilize MS Office, Excel, and Outlook
  • Calculate co-pay, and estimated co-insurance due from patients per the individual payer contract and plan as applicable
  • Be familiar with individual payer guidelines and the process of collecting over the counter payments/deductibles/co-pay/co-insurance. Knowledge of payer contracts including Medicare, Medicaid and other government contracts and guidelines and workmen’s compensation fee schedule
Insurance Sales Clerk
05/2014 - 08/2016
Chicago, IL
  • Document all information and outcomes in the Patient Accounting System
  • Data Entry of Insurance Plan information for 150+ of our dental offices
  • Utilizing the correct dental Fee Schedules with corresponding Insurance Plans
  • Auditing New Insurance Plans entered daily
  • Timely communication and follow up with Dental Offices for requested information
  • Answering general questions regarding plan information from dental office staff via email or phone
  • File claims daily either electronically or via paper as needed
  • Billed insurance information is entered into computer for accessibility
Insurance Data Entry Clerk
11/2009 - 03/2014
Boston, MA
  • Documents and maintains insured’s files and system on all transactions. Documents correspondence to maintain a log and route as appropriate
  • Proficient in all types of health care insurance programs including Medicare and Medicaid
  • Demonstrated skill in utilization of office equipment computer, electronics, internet
  • Experienced with CPT and ICD10 Codes with working knowledge of procedures
  • Experienced with LCD, NCD and medical necessity requirements for payors including ABN requirements (able to obtain information when needed)
  • Proficient in web based insurance websites and other internet navigation tool
  • Excellent relationship building skills and customer service


Indiana Wesleyan University - Kokomo Campus
2004 - 2009
School's Degree in Computer

Professional Skills

  • Good communication skills and interpersonal relation skills
  • Excellent people-skills and deliver excellent customer service
  • Experience: Experience in business office setting. Experience dealing with the public
  • Strong data entry skills required
  • Demonstrate knowledge of insurances. At least one year of preauthorization experience, including navigating websites for online benefit reviews
  • High skills in drafting and submitting complex insurance correspondence
  • Demonstrated skill in utilization of office equipment to include typewriter, computer and duplicating machines

How to write Insurance Clerk Resume

Insurance Clerk role is responsible for insurance, basic, customer, compensation, finance, training, database, auditing, purchasing, reporting.
To write great resume for insurance clerk job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Insurance Clerk Resume

The section contact information is important in your insurance clerk resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Insurance Clerk Resume

The section work experience is an essential part of your insurance clerk resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous insurance clerk responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular insurance clerk position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Insurance Clerk resume experience can include:

  • Effectively communicate with the Credentialing team regarding discrepancies in network status identified by insurance companies
  • Experience with billing software, including but not limited to IDEAL, Smart, and Power Flow
  • Extensive Medicare and commercial insurance experience
  • Excellent familiarity with hospital and/or ASC environments
  • Strong grasp of database integrity procedures
  • Conducts all business in a professional and ethical manner to serve customers and increase the goodwill and profit of the company

Education on an Insurance Clerk Resume

Make sure to make education a priority on your insurance clerk resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance clerk experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Insurance Clerk Resume

When listing skills on your insurance clerk resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical insurance clerk skills:

  • Medical insurance verification REQUIRED, prior experience in an outpatient facility Business Office
  • Prior experience required 2-5 years
  • Experience: One year previous medical office experience
  • Experience:One year previous medical office experience
  • Obtaining benefit information from insurance companies prior to providing patient services
  • Follow all avenues for collecting patient portion prior to or at time of service

List of Typical Experience For an Insurance Clerk Resume


Experience For Insurance Verification Clerk Resume

  • Contact the above-mentioned parties on a continual basis until all required documentation is received (especially those items on the Insurance Exception Report)
  • Monitor insurance expiration reports to ensure renewal documents are received prior to expiration
  • Process prior authorization/pre-certifications and referrals when applicable
  • Verifying patient eligibility
  • Assist D.R. Horton’s Purchasing Department with insurance reviews for new vendor setups

Experience For Insurance Sales Clerk Resume

  • Generate OCIP/Wrap-Up Insurance enrollment reports and review them with the Purchasing Department to address any enrollment concerns
  • Verify incoming insurance eligibility and benefits in a timely manner (within 24 hours of receipt)
  • Maintain open communication with the Verification team while providing back up support to other insurance verifiers when necessary and available
  • Monitor incoming emails, faxes and phone calls. Position requires extensive time on the phone with insurance companies
  • Maintain Insurance Verification Tracking Report correctly and review at the end of each day
  • Maintain Daily Communication log for Internal Use Only, to show contact, issues and resolution dates for Division personnel to review if necessary

Experience For Operations Clerk, Rcis Crop Insurance Resume

  • Obtain current contact information and/or W-9’s for all Sole Proprietor Vendors that are Active in JDE
  • Assist with Utility Bill Pay processing. Create new billing accounts in JDE for water, electric and gas for each new lot added into the Utility Job Master, for payment through UBP system
  • Handle non-compliance issues with subcontractors, their insurance agents and/or D.R. Horton’s insurance monitoring service (EBIX)
  • Request renewal insurance documents from subcontractors and/or their insurance agents
  • Utilize JDE as a management system to document insurance compliance activities

Experience For Insurance Data Entry Clerk Resume

  • Communicate basic insurance knowledge to subcontractors and/or their insurance agents regarding insurance documents, wording/language and our insurance requirements
  • Monitor OCIP (Wrap-Up insurance program) enrollment reports to ensure subcontractors are enrolled in the OCIPs
  • Communicate daily with company personnel, subcontractors, and insurance agents
  • Constant communication with Rehab Directors and therapy staff within Direct Bill sites
  • Communicate benefit coverage in a clear and understandable way
  • Enter demographics and insurance information into IDEAL at the point of verification

List of Typical Skills For an Insurance Clerk Resume


Skills For Insurance Verification Clerk Resume

  • Proficient word processing skills required
  • 2-4 of related experience required
  • One year previous medical office experience
  • Operate computer and office equipment
  • Reconciling daily reports and reporting to accounting team
  • Working knowledge of CPT, ICD-9 & ICD-10 coding
  • Outstanding abilities in working as part of a professional team
  • Entering insurance payments to patient’s accounts

Skills For Insurance Sales Clerk Resume

  • Obtains daily scheduling sheets from facility scheduler
  • In advance of the case, work with Material Management regarding Implant case reimbursement to identify case cost
  • Thorough understanding of different insurance plans, government agencies, Medicare and Medicaid
  • Obtaining benefit verification and authorizations for facility based procedures
  • Keys all pertinent information to obtain final forms for insurance filing
  • Makes necessary changes in computer system regarding financial class, payer, hospital service codes, etc

Skills For Operations Clerk, Rcis Crop Insurance Resume

  • Stays current with changing rules from Medicare, Medicaid and other third parties
  • Coordinates proper applications and coding of cash receipts
  • Superior abilities with MS Office applications including Excel Access and Word
  • Confirms all regulatory billing compliance measures have been met. Identifies areas of concern and reviews with Agency Director and Clinical Manager as needed
  • Prepares operational, administrative and billing reports as directed by management team. Performs analysis as requested by management team
  • PC Knowledge required. (Microsoft Word and Excel)
  • Maintain production and quality standards
  • Medical insurance verification REQUIRED
  • Relate to people, in person and on the phone, in a pleasant, businesslike manner

Skills For Insurance Data Entry Clerk Resume

  • Obtains insurance information and copies of insurance cards
  • Call and verify benefits and eligibility
  • Validates the patients’ insurance information is accurately entered in the computer system to produce a clean claim form. Has an error rate of less than 2%
  • Identifies the amounts owed by the patient’s insurance carrier based on contract reimbursement, including implant reimbursement
  • Identifies the patient’s portion of financial responsibility and informs the patient beforehand of any owed co-pays and deductibles due at time of surgery
  • Medical insurance verification REQUIRED in a health care setting
  • 4-weeks of Paid Time Off accrued during the first year of employment
  • Knowledge in all types of health care insurance programs including Medicare and Medicaid
  • In Pre-cert/eligibility

Skills For Employee Insurance Reviewing Clerk Resume

  • Work with professional and non-professional personnel
  • 401(k) plan with employer match + defined contribution retirement benefit
  • Knowledge of ISO and manuscript insurance forms and endorsements
  • Proficiency with MS Office and email
  • Sit for majority of 8-hour workday; use hands to finger, handle or feel; reach with hands and arms; talk and hear. Specific vision abilities required by this job include close vision and peripheral vision
  • Commercial insurance experience; P&C license is not required
  • The noise level is generally moderate

Skills For Buy-in Clerk Insurance / Healthcare Resume

  • Medical, Vision and Dental
  • Vacation, Sick, Personal Time and Company Holidays
  • Other: Strong computer literacy, working knowledge of MS Excel & Word, with ability to master in house software; attention to details and the ability to use initiative in completing assigned tasks along with a demonstration of good judgment and knowing when to refer questions
  • Type 45 wpm with 97% accuracy
  • A track record of reliability and dependability
  • Medical insurance verification REQUIRED
  • In customer service position

Skills For Data Entry Healthcare Insurance Clerk Resume

  • Responds to insurance explanation of benefits as needed to allow for proper payment of the claim
  • Calls insurance companies for follow up and/or to assess likelihood and timeliness of amount of payment
  • Keys information from EOBs into the computer to update patient financial records
  • Writes receipts for walk-in payments and mailed-in payments as necessary
  • Medical insurance verification prefered
  • General customer service with patient, both in person and over the phone

Skills For Insurance Accounts Payable Clerk Resume

  • Verify that authorization has been obtained for the date of surgery by the doctor’s office, follow-up with doctor’s office if authorization has not been obtained
  • Complete verification sheet and enter above findings in computer under respective patient
  • File verification sheet in the patient’s Medical Record
  • Assists in continuous quality improvement processes
  • Seeks involvement in activities that promote professional growth and behavior and promotes and assists employees in the same

Skills For Dental Insurance Clerk Resume

  • Assists in researching and resolving billing issues and questions. Identify based on error reports, work queues, patient calls and feedback from Bridge Home Care Partners billing department. Works in collaboration with the Intake Manager and Bridge billing department to adjust and correct as needed
  • Performs insurance processing responsibilities as needed including but not limited to patient insurance verification, and preparing and mailing insurance verification letters. Phones insurance companies, collects pertinent information, documents patient benefits and communicates results to Case Managers, Home Health Liaisons and intake department
  • Assist in follow-up and tracking of physician orders completion in accordance with Medicare regulations. Prepare report of open orders to identify necessary follow up. Assist in communication with physician offices, Documentation Specialists, and Managers to resolve and escalate as needed
  • Attends meetings, records and prepares minutes as requested by Director and/or management team. Distributes finalized minutes to team as directed by Director and/or management team
  • Maintains department policies and procedures as directed by Director and/or management team. Assists in modifications, reviews for errors and uploads them in accordance with NCH requirements
  • Assists with basic computer and application support. Assists in production of support materials and user training materials for clinical systems, upgrades or improvements
  • Answers and facilitates departmental telephone calls by identifying caller and needs and responds appropriately. Assist management team in other projects and organization responsibilities as needed. Provides back-up to other administrative functions as needed

Skills For Health Insurance Collection Clerk Resume

  • The interpersonal communication skills necessary to interview and interact with customers and physicians and to project a professional and compassionate concierge style of service to patients, patient families, physician’s and staff in person and on the telephone
  • Work independently, exercising good judgment, and multi-task in a high stress, fast paced service environment with patients, patient’s family and physician’s
  • Monitor the 30 Day Expiration Insurance Report, contacting both the Vendors and Insurance Agents to expedite new Insurance Certificates prior to expiration
  • Monitor the Insurance Exception Report to assist the expired Vendors with obtaining correct Insurance Certificates. Delete inactivated Vendors from the system
  • Assist Purchasing Assistants with New Vendor Setups that do not meet DHI Insurance requirements

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