Job Details

Med-Records-Assist--Pet

Company name
Nationwide Mutual Insurance Company.

Location
Brea, CA

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JOB SUMMARY: Assists in the procurement of medical records from veterinary hospitals to facilitate the completion of new insurance applications, claims, and upgrade requests. Make outbound telephone calls to veterinary hospitals to educate veterinary staff members on what medical records are, obtain pet’s medical record on behalf of the applicant, and offer other marketing materials and/or educational seminars on pet insurance as appropriate.

RELATIONSHIP: Reports to Supervisor/Director

CORE JOB DUTIES AND RESPONSIBILITIES:

Calls veterinary hospitals as directed to obtain medical records on behalf of the applicant.

Reviews medical records for accuracy and completion prior to forwarding them to Underwriting Department for review.

Generates correspondence to applicant with explanation that records could not be obtained.

Works closely with Sales, Underwriting and Digital Marketing departments to increase applications approved for policy enrollment.

Verifies that VPI marketing materials are present in veterinary hospitals; transfers call to other veterinary services employees as needed.

Gains competitive knowledge through relationship building with veterinary hospital employees. Enter applicable information in Sugar CRM software program.

Inquires as to whether veterinary hospitals would like educational seminar regarding pet insurance; transfers call to other veterinary services employees to fulfill requests.

Updates educational requests in Sugar CRM as necessary.

Performs other duties as assigned.

JOB REQUIREMENTS:

Education: High School Diploma or equivalent

Experience: Typically three years experience as a veterinary receptionist in a veterinary hospital

Knowledge: Knowledge of veterinary medical terminology definitions. Understanding of medical service organization and functions. Working knowledge of Microsoft Word, Microsoft Excel, internet navigation.

Skills/Competencies: Ability to read and understand medical terminology used in correspondence with fellow VPI employees and written correspondence to applicants using template-driven letters. Must be able to demonstrate a customer focused attitude through empathetic listening. Must exhibit patience with veterinary hospital staff members when attempting to procure medical records via phone calls. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to solve practical problems. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Must be able to prioritize multiple tasks.

Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.

Staffing Exceptions to the above minimum job requirements must be approved by: VPI Leadership and Human Resources

JOB CONDITIONS:

Overtime Eligibility: Eligible (Nonexempt)

Working Conditions: Normal office environment.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Job Evaluation Activity: Created VPI Integration 12/2012 EMT

Job Family/Function: HLT/VPI

Company info

Nationwide Mutual Insurance Company.
Website : http://www.nationwide.com

Company Profile
Nationwide is a company where every voice is heard and valued. We understand the importance of associates with different backgrounds, experiences and perspectives coming together to serve our customers. "I am proud of our associates and agents who help protect what matters most to our customers," Nationwide CEO Stephen S. Rasmussen said. "It’s our commitment to diversity and inclusion that helps us meet our On Your Side promise every day. From our board of directors to our executive team to our associates and agents, we know we can accomplish great things together."

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