New Business Records Specialist

at  Southern Farm Bureau Life Insurance Co

JOB OPPORTUNITY: NEW BUSINESS RECORDS SPECIALIST AT SOUTHERN FARM BUREAU LIFE INSURANCE

Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As a New Business Records Specialist, you’ll be an essential part of our New Business team, contributing to the success of our organization.
Location: Jackson, MS
Role and Responsibilities: The New Business Records Specialist expedites the receipt of medical records, including initiating requests, obtaining processing fees, sending follow-up letters, performing necessary file maintenance, etc.

Your responsibilities will include:

• Communicate by telephone and letter with physicians’ offices, hospitals and copy services to verify patient information, obtain information about the doctor, and request medical records.
• Process payments for medical records by phone and online.
• Add and update physicians data base and work order system by file maintenance.
• Obtain and complete special releases required from facilities
• Communicate with agent and underwriters for status of medical records requests and obtaining correct information needed to process medical records.
• Process incoming mail and referrals in Caseflow related to Medical Record

QUALIFICATIONS:

• High School Diploma or GED
• Associate’s degree or 3 years of experience in a customer service-related environment
• Strong written and oral communication skills, required
• Excellent typing skills (40+wpm) with a 10% or below error ratio
• Basic knowledge of Microsoft Windows
• Basic knowledge of Adobe PDF files and Tiff files
• Multi-tasking skills required
• Ability to function effectively in the workplace as exhibited through one’s integrity, courage to act and communication skills
• Ability to work with others effectively as exhibited through one’s respect for people and commitment to teamwork
• Ability to meet organizational goals and customer expectations as exhibited through one’s accountability for results, commitment to service and initiative

• Ability to perform the essential functions of the job as exhibited through one’s growth in job knowledge and professional development

  Employee Benefits: We value our employees’ well-being and offer a comprehensive benefits package:

• Health Insurance:

• Comprehensive coverage for employees and their families.
• Access to an onsite clinic, preventive care, and prescription drugs.
• Mental health coverage and an Employee Assistance Program.
• Active Lifestyle Rewards Program:
• Incentives for maintaining an active lifestyle.
• Rewards for participating in fitness challenges and wellness activities.
• Weight Management Programs:
• Customized weight management plans.
• Support for achieving and maintaining a healthy weight.
• Employee Engagement:
• Opportunities to connect with colleagues.
• Fun teambuilding activities.
• Annual events for employees and their families
• Company Picnic, Thanksgiving lunch, Christmas Reception.
• Family Fun Night
• Onsite Cafe:
• Convenient access to nutritious meals.
• Promoting healthy eating habits.
• Learning & Development:
• Continuous learning opportunities.
• Tuition reimbursement for further education.
• Mentorship Programs:
• Pairing employees with mentors.
• Professional growth and guidance.
• Promotional Opportunities:
• Advancement within the company.
• Career growth prospects.
• Life Insurance and Company-Funded Pension:
• Financial security for employees and beneficiaries.
• Retirement planning.
• Volunteer Days:
• Paid time off for volunteering.
• Contributing to the community.

• Communicate by telephone and letter with physicians’ offices, hospitals and copy services to verify patient information, obtain information about the doctor, and request medical records.
• Process payments for medical records by phone and online.
• Add and update physicians data base and work order system by file maintenance.
• Obtain and complete special releases required from facilities
• Communicate with agent and underwriters for status of medical records requests and obtaining correct information needed to process medical records.
• Process incoming mail and referrals in Caseflow related to Medical Recor