New Business Records Specialist

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 an 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 Records Specialist will expedite 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 related to Medical Records and add requirements as needed

Qualifications:

• High School Diploma or GED
• 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
• The ability to function effectively in the workplace as exhibited through one's integrity, courage to act and communication skills
• The ability to work with others effectively as exhibited through one's respect for people and commitment to teamwork
• The ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative
• The 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:

1. 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.
2. Active Lifestyle Rewards Program:
• Incentives for maintaining an active lifestyle.
• Rewards for participating in fitness challenges and wellness activities.
3. Weight Management Programs:
• Customized weight management plans.
• Support for achieving and maintaining a healthy weight.
4. Employee Engagement:
• Opportunities to connect with colleagues.
• Fun teambuilding activities.
5. Annual events for employees and their families
• Company Picnic, Thanksgiving lunch, Christmas Reception.
• Family Fun Night
6. Onsite Cafe:
• Convenient access to nutritious meals.
• Promoting healthy eating habits.
7. Learning & Development:
• Continuous learning opportunities.
• Tuition reimbursement for further education.
8. Mentorship Programs:
• Pairing employees with mentors.
• Professional growth and guidance.
9. Promotional Opportunities:
• Advancement within the company.
• Career growth prospects.
10. Life Insurance and Company-Funded Pension:
• Financial security for employees and beneficiaries.
• Retirement planning.
11. Volunteer Days:
• Paid time off for volunteering.
• Contributing to the community.