Verification Specialist

Exact Medicare • Westerville, OH

67d

About The Position

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.

Requirements

• High school diploma or equivalent required.
• 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).

Nice To Haves

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

Responsibilities

• 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.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees