PHS Customer Service Representative in Houston, Texas at NEW ERA LIFE INSURANCE COMPANY

The U65 Support Unit Specialist plays a critical role in ensuring the timely and accurate processing of claims and related documentation. This position requires strong attention to detail, organizational skills, and the ability to collaborate across teams. The Specialist will manage data entry, scanning, correspondence, and medical record requests while ensuring compliance with company standards and regulatory guidelines. The ideal candidate demonstrates adaptability, accountability, and a commitment to high-quality service.

Duties and Responsibilities
Data Accuracy & Attention to Detail:
• Perform precise data entry for claim control processes, ensuring accuracy and efficiency.
Information Management:
• Scan claims into the clearinghouse for repricing and into PaperVision for electronic storage.
Analytical Thinking & Problem-Solving:
• Review and resolve claims defaulted into SDS queues, identifying discrepancies and ensuring proper resolution.
Coordination & Follow-Through:
• Manage the process of requesting medical records through vendors, ensuring proper documentation, timely follow-up, invoice reconciliation, and communication with the team once records are received.
Quality Assurance:
• Review and check in claim submissions within both the claims agent and policyholder portals.
Customer Service & Professional Communication:
• Handle incoming correspondence for claims, ensuring additional information requests are addressed promptly and accurately.
Organizational Skills:
• Manage, distribute, and process incoming mail to support efficient workflow.
Collaboration & Team Support:
• Work closely with peers and leadership to meet unit goals and support broader department initiatives.

Qualifications and Skills
Required:
• Strong attention to detail with proven organizational and time-management skills.
• Effective verbal and written communication abilities.
• Ability to manage multiple priorities in a high-volume environment.
• Demonstrated reliability, professionalism, and accountability in daily tasks.
• Proficiency with basic computer applications (e.g., Microsoft Word, Excel, Outlook).
• Strong teamwork and collaboration skills, with adaptability to changing priorities.
• Legally authorized to work in the United States.
• Successful completion of a background check.

Preferred:
• 1+ years of data entry, claims processing, or administrative support experience, preferably in healthcare or insurance.
• Familiarity with claims systems, clearinghouse processes, or document management tools.
• Bilingual communication skills (Spanish preferred).

Education
• High School diploma or equivalent (GED)

Work Environment Requirements
• Professional office environment with standard hours (Mon–Fri, 8am–5pm); occasional extended hours during peak times.
• Frequent use of computer, phone, and standard office equipment.
• Regular interaction with staff, leadership, and customers in a fast-paced, high-volume setting.
• Occasional standing, walking, and lifting of up to 15 pounds (e.g., supplies or equipment).