Here are things an Insurance Agent / Customer Service Representative at Presidio might do in no particular order. Copy and note in your application 5 things that are your most favorite to do and 5 things that are least favorite.
- Respond to 60+ support requests via email every day
- Dig through digital documents to find information to answer a client’s question about insurance coverage
- Have a video call with a client to discuss their insurance needs and to answer their questions
- Work with partners to track down a document, policy, invoice or answer to clients’ questions
- Maintain client information and document service work you do in a software application like Salesforce, etc
- Partner directly with other departments to create a feedback flow between teams
- Create training for the team in videos or presentations
- Reading through dozens of pages of policy documentation
- Attend a medical conference to network with medical professionals to figure out if Presidio can solve a particular practice insurance challenge they have
- Review applications for accuracy and completeness
- Monitor our internal team channels and answer teammates’ questions
- Review claim histories over multiple years and create history data over time in a visual story
- Evaluate clients’ practice insurance needs, identify insurance products they don’t have, and make recommendations for additional insurance products
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Research trends in the medical practice industry and when appropriate share with clients social media posts, articles, webinars, etc you find