Insurance Coordinator Resume Sample

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Royal Luettgen
390 Dooley Mall,  Philadelphia,  PA
+1 (555) 292 6389

Work Experience

Insurance Coordinator
02/2018 - PRESENT
Boston, MA
  • Works with team on regular basis to conduct training for contract evaluation and management and to identify workflow and process improvements
  • Provides support to physicians, clinical and administrative staff regarding pre-certification disputes
  • Use of computer (keyboard and mouse)
  • Use of phone, fax, mail machine, and other office equipment
  • Perform pre-registration and insurance verification of benefits for bariatric surgery patients
  • Follow scripted benefits verification and pre-certification format in Meditech custom benefits screen and record benefits and pre-certification information therein
  • Contact physician office to resolve issues regarding prior authorization or referral forms
Risk & Insurance Coordinator
01/2015 - 11/2017
Phoenix, AZ
  • Communicate with physician office to discuss any bariatric insurance criteria that is needed or pending
  • Assign Insurance Plans accurately
  • Perform telephone eligibility confirmation for bariatric surgery and document all requirements
  • Research patient visit history to ensure compliance with payer specific payment rules
  • Complete Medicare Secondary Payer Questionnaire as applicable for retention in abstracting module
  • Calculate patient cost share and assist patient with payment arrangements
  • Maintain ongoing contact with patient via phone regarding progress in meeting payer requirements for surgery
  • Confirm or obtain missing demographic information, quote patient cost share and instruct patient on where to present for further appointments
Student Health Insurance Coordinator
12/2008 - 09/2014
Chicago, IL
  • Assist with the management of insurance claims (15%)
  • Be empathetic, a good listener and be able to ‘diffuse’ a situation if a customer is upset
  • Facilitates accurate authorizations and referrals by using insurance, surgical data and procedural coding
  • Identifies eligibility by interpreting contract provisions and processes. Communicate the benefits and responsibilities to patients through written and/or verbal correspondence
  • Calculate and determine pretreatment estimates according to established procedures. Counsel patients for understanding and serve as a liaison to coordinate care with all providers
  • Communicates approval and denial results to internal and external customers
  • Develops and maintains policies and procedures and advise Oral & Maxillofacial Surgery faculty and staff on policies and procedures to facilitate the appropriate reimbursement for services rendered


Strayer University - Chesapeake Campus
2003 - 2008
Bachelor's Degree in Accounting

Professional Skills

  • Excellent human relations skills, oral communication skills, and writer communication skills
  • Communication skills, analysis, attention to detail. Strong IT skills including MS Office and OpenGI
  • Excellent communication skills; communicate credibly and effectively at all levels of the organization - comfortable on the phone / quality writing abilities
  • Excellent interpersonal skills with the ability to effectively work collaboratively with others
  • Strong PC skills including proficiency with the Microsoft Office applications
  • Organize and use time management skills to prioritize and meet fluctuating and time-sensitive deadlines
  • Excellent computer skills, ability to type at least 45 wpm

How to write Insurance Coordinator Resume

Insurance Coordinator role is responsible for insurance, software, computer, microsoft, finance, credit, training, database, compensation, reporting.
To write great resume for insurance coordinator job, your resume must include:

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

Contact Information For Insurance Coordinator Resume

The section contact information is important in your insurance coordinator 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 Coordinator Resume

The section work experience is an essential part of your insurance coordinator 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 coordinator 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 coordinator position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Insurance Coordinator resume experience can include:

  • Strong analytical skills with ability to resolve problems and make quick and effective decisions
  • Maintains high-level customer service skills for all delivery methods utilizing effective communication, diplomacy, and accuracy in a timely manner
  • Strong computer skills (MS Office, Word, Excel, PowerPoint
  • Strong organizational and time-management skills including ability to multi-task, set and meet goals and consistently meeting deadlines
  • Strong preference to those with ICD-10 and CPT coding experience
  • Communicate effectively, both in writing and orally, with a diverse international population

Education on an Insurance Coordinator Resume

Make sure to make education a priority on your insurance coordinator resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance coordinator 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 Coordinator Resume

When listing skills on your insurance coordinator 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 coordinator skills:

  • Good client relationship skills to help maintain existing client basis and contribute to growth
  • High attention to detail and strong leadership skills
  • Excellent interpersonal, organizational, analytical and computer skills required
  • Effective interpersonal, oral and written interpersonal communication skills
  • Efficiently and effectively receiving and directing clients and other guests
  • Effectively matching client inquiries and requests

List of Typical Experience For an Insurance Coordinator Resume


Experience For Student Health Insurance Coordinator Resume

  • Take initiative, exercise judgment; problem-solve and work effectively with Providers; fellow staff; patients; insurance carriers
  • Converse effectively with people of diverse professional backgrounds and culture
  • Responsible for obtaining insurance prior authorization for patient appointments
  • Perform insurance verification and pre-certification follow up just prior to scheduled surgery
  • Effective written and verbal communication with management, staff, residents, contractors and vendors,
  • Organize, prioritize and complete tasks independently
  • Maintain database for all Association Insurance effective dates and coverage

Experience For Risk Management Insurance Coordinator Resume

  • Implements and further develops good practices on risk control and prevention methods
  • Manages multiple high priority projects
  • Demonstrated ability to read, write, and communicate professionally to prepare both verbal and written communication materials
  • Demonstrated proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Office. Ability to learn claim database management systems
  • Demonstrates agility and follow-through with daily responsibilities·
  • Recent experience in a role where primarily responsibilities required
  • Willing to excel within the department
  • Maintaining client confidentiality
  • Typing speed of forty (40) WPM

Experience For Risk & Insurance Coordinator Resume

  • Assist with organizing and maintaining office area to ensure an efficient working environment
  • Responsible for entering and maintaining insurance data in Farm Credit Services of America’s insurance database and in insurance company software
  • Maintains all association insurance policies in a central location for safekeeping, updating and easy access. Coordinates and maintains storage records
  • Comfortable working in a fast-paced environment while handling multiple tasks at once
  • Utilize appropriate communication system to facilitate communication with surgery scheduling department and surgeon’s offices throughout process
  • Maintains a manual of policies and procedures pertaining to the University’s student health insurance program
  • As necessary, assists patients with community resources including special programs, drugs and pharmaceutical supplies and financial resources
  • Coordinate Tenant Move In and Move Out notices and appropriate notification to appropriate internal and external parties for handling
  • Coordinate delivery of certificates of insurance for divested entities to responsible parties for handling

Experience For Bariatric Insurance Coordinator Resume

  • Coordinate with Lease Administration regarding lease abstract related items
  • Coordinate with IBS team regarding IBS development tools related to lease information
  • Manage multiple projects at a time while paying strict attention to detail
  • Thorough working knowledge of MS Word, Excel, Outlook
  • Join a company that is committed to helping patients throughout the Chicagoland area with the highest quality and professionalism
  • An understanding of the structure of an insurance policy and thorough knowledge of insurance terminology
  • Knowledge of medical terminology, ICD9 and CPT coding, insurance verification and Meditech software desired
  • Research and assist with resolving customer/insured issues as needed

Experience For Bilingual Insurance Coordinator Resume

  • Verify information for processing
  • Staff education regarding insurance and insurance changes
  • Keeps the Practice Manager informed of any billing or authorization concerns
  • Clear and current understanding of the medical insurance process
  • Annual rebidding of insurance policies for managed associations
  • Assist Insurance Administrator with filing, cancellation / closeout of bonds, and issue of riders / consent forms

Experience For Regulatory & Insurance Coordinator Resume

  • Manage department accounting functions and budget reports
  • Surplus lines and excise tax reporting
  • Manage agent licensing
  • Cross border reporting
  • Project Reports. Produces and maintains management reports. Responsible for ensuring complaint/grievance data is accurately reflected
  • Meets/exceeds performance expectations and completes work within the required time frames
  • Assist with benefit summary information with patients scheduled for seminar with seminar coverage

Experience For Commercial Insurance Coordinator Resume

  • Maintains the University Student Health Insurance Administration Tool, which tracks students’ annual enrollment and waivers into / out of USHIP
  • Interface effectively with all the University customers (students and/or their dependents, Administrators, and Student Health Center staff,) while clearly presenting UnitedHealthcare StudentResources’ position on all topics
  • Effectively interface with all internal UHCSR departments toward the common goal of providing exceptional customer service to the University students and Administration (including but not limited to Claims, Customer Service, Legal and Sales / Service Departments) to ensure that the Company’s short and long term goals are met
  • Works with students to ensure they have proper health insurance as required by the university. This includes reviewing documentation provided by international students on F-1 and J-1 visas to determine eligibility for and, when appropriate, grants exemptions from automatic enrollment in the University’s health insurance plan
  • Identifies and recommends changes for annual policy, such as benefits, premiums, brochure designs, marketing techniques etc., and implements these improvements. Coordinates the bidding and contracting process as they pertain to the University’s student health insurance plan
  • Coordinates efforts to evaluate the Student Health Insurance program by collecting and monitoring student satisfaction and participating in the quality monitoring and improvement process. Manages, monitors, and (when indicated) reconciles general expense and revenue accounts for the University’s student insurance program
  • Interface effectively with all the University customers (students and / or their dependents, Administrators, and Student Health Center staff,) while clearly presenting UnitedHealthcare StudentResources’ position on all topics
  • (Global Health Standards) GHS familiarity is beneficial

Experience For Temporary Insurance Coordinator Closing Date Resume

  • Position involves sitting, standing, stooping, kneeling, pushing, shoving, lifting, carrying and moving objects that can weigh up to 15 lbs. This movement can occur throughout the day
  • Respond to inquiries from internal staff, dealers, Sentry Insurance, and outside insurance agencies and customers
  • Maintain accurate records and enter data into appropriate systems
  • Evaluate insurance documentation provided from insurance companies to verify collateral is insured
  • Data entry of benefit information into practice management software
  • Assist in managing statements of value (SOV) with real estate department to identify store changes. These could be store openings, closings, and address changes
  • Run various reports for the department. Compile ad hoc reports as needed. Assist in researching and compiling exposure data, including, but not limited to, payroll, square footage, lease data, sales data in varying detail, customer count and vehicle count
  • Work to develop knowledge of the insurance industry to understand company policies
  • Reviews the medical necessity for each patient activity and service, including radiological and specialty referrals and daily hospital admissions for appropriateness. Reschedules appointments as necessary

Experience For Risk Management & Insurance Coordinator Resume

  • Provides clinical updates to payors and promptly communicates appropriate information prior to patient insurance reviews
  • Obtains insurance authorization and pre-certification for services
  • Works as a patient advocate and functions as a liaison between the patient and payor to answer insurance related questions. Updates and disseminates all clinical supportive data to maximize reimbursement and avoid insurance delays. Researches additional or alternative resources for non-covered services
  • Maintains insurance database in portal, which contains detailed information for each association’s policies. Ensures that all insurance information and disclosure forms are updated and posted on the portal
  • Renews insurance policy proposals per Community Manager/Board instructions
  • Provides Community Managers/Boards with information about insurance coverage options available through Associa’s agency, AIAI
  • Requests insurance recommendations/proposals; ensures Community Manager completes the bid checklist, attaches necessary paperwork and forwards to agents to present proposal
  • Oversees and maintains vendor insurance; follows up with vendors regarding any notices of cancellation
  • Administers all insurance claims and forwards to Community Manager

Experience For Dental Insurance Coordinator Resume

  • RFP System maintenance; reviews“pending registration” profiles for completeness, collects all necessary forms; and reviews “Pending Paid Listings” and approves as needed; follow up with vendors on missing information, payment issues, etc
  • Prior training or coursework in community relations
  • Responsible for insurance verification for multiple insurance carriers and communicate to the staff and patients regarding the insurance coverage
  • Achieve revenue goals by managing the collections and receivables, specialty referral process, and miscellaneous operations expenses
  • Knowledge of Homeowner Association CC&R's, bylaws and contracts and the ability to read understand and implement said guidelines
  • Knowledge of community association practices

List of Typical Skills For an Insurance Coordinator Resume


Skills For Student Health Insurance Coordinator Resume

  • Demonstrates experience in credit, collection and billing is required, preferably in a hospital setting
  • Experience working in a Surgeon's office required; experience with a Plastic Surgery office highly desired
  • Prior dental or medical insurance experience is helpful, however, not required
  • Displaying a professional, experienced and knowledgeable image when addressing clients
  • Three years of hospital experience and working knowledge of patient accounting functions including pre-admissions and admission registration required

Skills For Risk Management Insurance Coordinator Resume

  • Demonstrates proficiency in keyboarding, recordkeeping and insurance processing
  • Experience working in a finance or insurance environment
  • Experience with workers’ compensation and/or general liability claims handling
  • Administrative and/or Clerical experience
  • Client service experience in the health insurance field
  • Interact with clients regarding policy payments, basic claim questions, etc. via phone and email, while providing excellent customer service
  • Experience of working in the insurance market, preferably with a broker
  • Professional-level experience providing customer service

Skills For Risk & Insurance Coordinator Resume

  • Professional-level experience working in higher education student services OR in the health insurance industry
  • Experience and proficiency with electronic filing systems (i.e. OnBase)
  • Experience with Microsoft suite including Word, Access, and PowerPoint
  • One year experience working in a physician's office or healthcare facility
  • Willingness and ability to expand knowledge and effectiveness in both the commercial insurance industry and the construction industry
  • Insurance Coordinator or Medical experience required
  • Five or more years of experience in a professional office environment

Skills For Bariatric Insurance Coordinator Resume

  • Extensive customer service experience, preferably in the health insurance field
  • Experience with student health insurance programs
  • Three to five years of work experience in the insurance industry
  • Work experience or internship with an in-house insurance program or insurance carrier
  • Experience in higher education or not-for-profit business environments
  • Initiate, organize, prioritize work, and meet deadlines
  • One year of insurance authorization experience

Skills For Bilingual Insurance Coordinator Resume

  • Directly related experience in customer and/or student services in a higher education or medical facility,
  • Demonstrated knowledge of professional liability, medical liability claim management, and analysis
  • Medical Insurance experience required (3-5 years)
  • Performing data entry of new accounts and updating existing accounts
  • Working knowledge of Operating Office Equipment, including: copy machines; fax machines; phone systems; etc
  • Producing and delivering word processing documents
  • Performing basic Math functions and consistently working with numbers on a daily basis

Skills For Regulatory & Insurance Coordinator Resume

  • Restructuring and overseeing of contract negotiations of more than 500 patients
  • Managing and successfully delivering against well- communicated deadlines
  • Reviewing posting audits
  • Processing of all adjustments needed, based on circumstances agreed upon with patients and insurance companies
  • Providing telephone assistance to clients, prospects and other callers
  • Discussing inquiries and problems in such a way as to earn the respect of internal and external customers
  • Meeting standards for production quality and service delivery

Skills For Commercial Insurance Coordinator Resume

  • Complying with system security and use of equipment
  • Complying with government regulations
  • Performing miscellaneous administrative services required to support clients and staff
  • Understanding client service requirements and preferences
  • Works to prevent payment denials and delays though understanding of payment plans and contracts for patient services involving clinical pathways
  • Coordinate bid review assignment delivery, logging and tracking
  • Manage data storage and filing of outgoing renewal certificates of insurance within Vornado's management information systems
  • Assist in answering incoming calls and ensure patient questions answered and messages taken
  • Responsible for performing Insurance follow-ups and obtaining renewal COIs on complex lease and loan assets

Skills For Temporary Insurance Coordinator Closing Date Resume

  • Cross training with the front office team to assist as needed
  • Knowledge / understanding of general Insurance standards and Construction industry business
  • Missouri and Kansas Property Insurance license or be willing to obtain within one year
  • Resolves problems or concerns on student account billing statements and financial transactions
  • Familiarity with reading contracts and legal documents
  • Proficient using computers, windows, Word, Excel and web based applications and data entry software

Skills For Risk Management & Insurance Coordinator Resume

  • Cross covers for other staff members for breaks, lunches, vacations, etc and during variations in work-flow as needed
  • Temporarily provides coverage and support to physicians during unexpected staff vacancies
  • Aids in training of new insurance coordinators when needed
  • Communicates with physicians and nurse practitioners regarding patient flow issues and develops and implements improvement plans
  • Obtain pre-certification and on-going authorizations as required for all managed care cases assigned
  • Maintain insurance authorization tracking through clear, accurate documentation of all pertinent information
  • Review, analyze and correct all batch error issues pertaining to authorizations on a daily basis
  • Capable of working extended hours, to include evenings, weekends and holidays as necessary

Skills For Dental Insurance Coordinator Resume

  • Protects the financial standing of Nemours by performing methodical and thorough financial assessments of our uninsured and/or underinsured patients assisting in applications for federal, state and local programs
  • Serves as support to patients and their family members to assure patients have access to all available funding. This involves; working with private as well as governmental agencies; i.e., private insurance, HMO/PPO’s, Medicaid, Kidcare, Medicare, Champus, and Third Party Liability payers
  • Ensure compliance with hospital financial resolution policies, including conducting financial interviews with patients and families to assist with resolution of their account
  • Aid in customer service resolution with concerns in regards to financial services. Including but not limited to giving advice and counsel to patients and guarantors of their rights, responsibilities, and procedures about payment for care
  • Collecting on any applicable patient responsibility portion, as well as creating patient responsibility estimates based on the insurers coverage and benefit information
  • Communicates on behalf of financial services with other specialty clinic locations and physician offices. Handles inbound and outbound calls including but not limited to customer service calls, account inquiries and coverage benefits and eligibility status
  • Prioritize and multi-task, independently and as a team player
  • Demonstrates agility and follow-through with daily responsibilities
  • Builds strong rapport with coworkers and customers

List of Typical Responsibilities For an Insurance Coordinator Resume


Responsibilities For Student Health Insurance Coordinator Resume

  • Documents prior authorization process and all appropriate actions taken in patient EMR
  • Flexibility and ability to adapt to change in work flow to maximize the patient and the practice experience
  • Demonstrate professional demeanor in both written and verbal communication at all times
  • Opening and distributing departmental mail
  • Qualify FA inquiries to determine if Specialist meeting is required
  • Establish and maintain cooperative working relationships with a variety of individuals
  • Friendly and helpful attitude with both clients and co-workers; accurate production of work; meets deadlines
  • Coordinate and process payments from insurance carriers and troubleshoot and issues related to these payments

Responsibilities For Risk Management Insurance Coordinator Resume

  • Provide assistance to various projects as needed
  • Collects necessary documents to completed initial and annual indigent waivers
  • Discusses insurance options when insurance contracts are terminated
  • Monitors all patients’ insurance information to ensure that it is updated and accurate for the Accounts Receivable Department
  • Provides QA team members with monthly information regarding the details of the patients’ primary and secondary insurance status as well as documentation regarding the plans of actions currently in place on a monthly basis as required by QA processes

Responsibilities For Risk & Insurance Coordinator Resume

  • Works with Physicians; Office Staff; Management and patient to make the surgical experience seamless
  • Completes monthly audit exam to stay current on internal policies
  • Resolves insurance denials. Prepares and tracks appeals
  • Performs chart review to obtain documentation to complete pre-authorization process
  • Tracks denials for no authorization to find cause and prevent future denials
  • Able to provide backup for Surgical Scheduler or Front Desk staff as necessary
  • Work independently for task completion in a timely manner
  • Knowledge of medical terminology and basic office procedures

Responsibilities For Bariatric Insurance Coordinator Resume

  • Facilitate the execution of bid bonds, contract bonds and miscellaneous bonds in coordination with the Insurance Administrator
  • Facilitate the issue of certificates of insurance in coordination with the Insurance Administrator
  • Insurance documentation for proposals and project needs
  • General Department office management
  • Coordinate all facets of in-coming and out-going certificate of insurance / evidence of insurance related activities including, but not limited to, acting as a liaison between various operating groups, lenders, brokers, Tenants and Vendors
  • Coordinate handling and review of incoming certificates of insurance, related endorsements and supporting waivers. Digitize, as needed, and disseminate to appropriate internal and external parties for handling
  • Review Tenant leases, lease abstracts and supporting evidentiary insurance documentation for Tenant insurance compliance with lease contract terms
  • Coordinate oversight of certificate compliance program and related training with certificate compliance vendor in support of certificate compliance initiatives
  • Develop into a point of contact for all matters specific to Tenant and Contractor/Vendor related insurance compliance

Responsibilities For Bilingual Insurance Coordinator Resume

  • Ensure timely and accurate delivery of solutions to internal and external stakeholders
  • Monitor Entity changes / updates and coordinate update of Sample Certificate System and certificate Endorsement revisions, as needed
  • Coordinate daily review of contracts and Tenant related certificate of insurance reviews with VP, Risk Management
  • Manage loan renewal insurance certificates for various insurance programs and review for compliance with loan terms. Obtain and disseminate new, renewal and replacement certificates as needed
  • Provide senior management with weekly, and or ad-hoc, data analysis & reporting of the status of all certificates of insurance compliance
  • Assist with insurance policy renewal processes, as requested
  • Assist with claims management responsibilities, as requested
  • Provide functional support to VP, Risk Management, as needed

Responsibilities For Regulatory & Insurance Coordinator Resume

  • Provide front desk reception coverage: lunch coverage and coverage from 5 – 5:30pm, daily. Other coverage assignments, as needed
  • Evaluate and interpret information efficiently
  • Organization and ability to multi-task
  • Technologically proficient; proficient with Microsoft Word, PowerPoint and Excel
  • Handle secure confidential information

Responsibilities For Commercial Insurance Coordinator Resume

  • Thorough knowledge of all HMO’s, managed care and other third party insurers
  • Further develops conceptual framework for project risk management
  • Updates Division instructions on project risk management guidelines
  • Supports ABB personnel and departments on property insurance policy terms, conditions and claim procedures
  • Makes complex travel arrangements on a frequent basis
  • Perform intermediate mathematical functions necessary to add, subtract, multiply, and divide numbers, decimals, and fractions, and calculate percentages in order to complete financial records, budgets, and other reporting information
  • Employment history that demonstrates the working knowledge of the principals surrounding commercial property and casualty insurance, and the application and usage of administrative, secretarial, or office support skills

Responsibilities For Temporary Insurance Coordinator Closing Date Resume

  • Insurance industry or claims experience of 1-3 years, preferably in multiple lines of coverage such as general liability, auto liability, workers’ compensation, and property
  • Knowledge of the University’s Curriculum, Administration and Policies
  • Command a basic knowledge of medical terminology
  • 50% Travel Visit the University of Nebraska Kearney campus at least quarterly to meet with Health Center staff and students, Attend orientation, welcome week activities, training etc. as requested by the campuses
  • Construction Risk and Insurance Specialist Designation
  • Actively participate as a team member within the Risk Management department and with all departments within the Company

Responsibilities For Risk Management & Insurance Coordinator Resume

  • Flexible hours in order to accommodate a West Coast time zone (P.S.T.)
  • Travel at least on a quarterly basis
  • Exercise considerable judgment and discretion in matters that are sensitive and confidential
  • Support a board-certified plastic and aesthetic surgeon who specializes in cosmetic and reconstructive surgery
  • Work independently and communicate risks or potential problems to manager
  • Proficient with Adobe Professional, Microsoft Office, PowerPoint, Word, Excel, Outlook, SharePoint, etc

Responsibilities For Dental Insurance Coordinator Resume

  • Source FA/ Client Associate (CA) Questions
  • Knowledge of computer programs, preferably Microsoft Word, Outlook, Excel, and PowerPoint
  • Develop and maintain strong working relationships with internal customers by providing a consistent quality level of service which is timely, thorough, accurate and responsive
  • Work in a team environment to accomplish goals
  • Quote insurance policies for additional cash and brokered home sales, as well as tenant (renter’s) policies
  • Maintain insurance carrier information, warranty premium payment schedules, and various spreadsheets; prepare, print or export spreadsheets as requested

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