Insurance Coordinator Job Description (Responsibilities, Skills, Duties & Sample Template)

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If you’ve Googled “insurance coordinator job description,” you’ve probably seen the same thing over and over again:

Bullet points. Buzzwords. No personality.

Most templates tell you what the role does, but not how to attract someone great to fill it. They list tasks and requirements like it’s a compliance document—not a pitch for someone to join your team.

But if you’re trying to hire a real person, not a robot, you need more than a checklist.

You need a job post that makes the right candidate stop scrolling and say, “This sounds like me.”

In this guide, I’ll show you how to write a job description for an Insurance Coordinator that actually connects—and converts.

We’ll break down:

  • What the role really is in plain English

  • Two strong templates you can copy and customize

  • A real-world bad example (and how to fix it)

  • Bonus tips that help your job post stand out

  • And why using AI the wrong way could backfire

Before we get into examples, if you haven’t already, check out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/. It walks through everything you need to know—from structure to tone to candidate psychology.

 

Let’s get into it.

Build a winning team—without the hiring headache. WorkScreen helps you hire fast, confidently, and without second-guessing.

What an Insurance Coordinator Actually Does - Their Roles

An Insurance Coordinator is the person who keeps your billing, coverage, and claims process running smoothly—especially when you’re dealing with health plans, insurance providers, or third-party payers.

They’re the bridge between your company, clients or patients, and insurers. They verify coverage, process claims, follow up on denials, and make sure nothing falls through the cracks.

But here’s the real kicker: this role isn’t just about paperwork.

It’s about attention to detail, clear communication, and patience—because they’re often the ones untangling messy insurance issues and helping people navigate confusing systems.

If you hire the right person, they’ll save your team hours of back-and-forth, prevent billing delays, and build trust with your clients or patients. If you hire the wrong person, you’ll feel the friction fast—through missed reimbursements, frustrated team members, and angry calls from confused customers.

That’s why getting the job description right matters.

Two Great Insurance Coordinator Job Description Templates

✅ Option 1: Job Description For Experienced Candidates (Culture-First Style)

📌 Job Title: Insurance Coordinator for Trinity Family Health (Dallas, TX)
💼 Type: Full-Time | In-Person or Hybrid
💰 Salary Range: $50,000–$62,000/year based on experience

🎥 A quick message from our Office Manager (Watch Video)
👉 [Insert Loom or YouTube link here]

🏢 About Trinity Family Health

Trinity Family Health is a primary care practice serving over 12,000 patients across the Dallas–Fort Worth area. We combine compassionate care with operational excellence, and we’re known for short wait times, efficient billing, and a warm, neighborly atmosphere. Patients trust us—and we trust our team.

🌟 Company Culture

We believe in low-ego, high-impact work. Our team is collaborative, detail-oriented, and supportive. We cross-train, we help each other, and we celebrate progress—not just perfection. At Trinity, you’ll never be micromanaged—but you’ll always have support when you need it.

🧠 What You’ll Do

As our Insurance Coordinator, you’ll manage all aspects of the insurance billing and reimbursement process. You’ll verify patient coverage, handle pre-authorizations, resolve denied claims, and coordinate closely with both clinical and billing teams to ensure nothing falls through the cracks. You’ll play a key role in keeping our operations smooth and our patients informed.

✅ What We’re Looking For

  • 2+ years of experience in insurance coordination, billing, or claims

  • Familiarity with Medicare, Medicaid, and major commercial plans

  • Detail-oriented and self-managing—you spot issues before they become problems

  • Skilled in Athena, Kareo, or similar EHR systems

  • Friendly and clear communicator (written and spoken)

🎁 Perks & Benefits

  • Comprehensive medical, dental & vision coverage

  • 401(k) with 3% company match after 6 months

  • 10 paid holidays + 12 PTO days starting year one

  • Hybrid work available 2 days/week after training

  • Annual performance bonus + monthly team lunches

🚀 Why This Role Is a Great Fit

If you’re someone who values structure, autonomy, and making a measurable impact, this role was built for you. You’ll join a team that genuinely cares about each other, works smart (not just hard), and shares the wins. You’ll be trusted to lead the insurance function with confidence—and supported along the way.

📥 How to Apply

We use WorkScreen to ensure a fair, skills-based hiring process. Apply below and complete the short evaluation—we’ll keep you informed throughout and respond to every applicant.

[Apply with WorkScreen →]

✅ Option 2: Job Description For Entry-Level Candidates (Willing to Train)

📌 Job Title: Entry-Level Insurance Coordinator | Sunrise Rehab Clinic (Houston, TX)
💼 Type: Full-Time | On-site
💰 Pay Range: $18–$21/hour + Health Benefits + PTO

🎥 Meet Our Team Before You Apply (Watch Video)
👉 [Insert Loom or YouTube link here]

🏢 About Sunrise Rehab Clinic

Sunrise Rehab is a physical therapy and recovery clinic that’s been serving the Houston community for over 15 years. We believe in patient-first care, fast recovery, and strong communication. Our admin staff is the backbone of the clinic, and our team is known for being warm, helpful, and always ready to go the extra mile.

🌟 Company Culture

We work hard, laugh often, and support each other without drama. Everyone pitches in—no job is “beneath” anyone. We invest in training, reward consistency, and make time to celebrate progress. At Sunrise, you’ll find a team that feels more like a family.

👩‍⚕️ What You’ll Be Doing

  • Verify insurance eligibility and benefits for incoming patients

  • Assist with claims submissions and track approval statuses

  • Follow up on missing info or documentation

  • Support the billing team with basic reports

  • Be a friendly point of contact when patients have insurance questions

✅ What We’re Looking For

  • High school diploma or GED

  • Strong organizational skills and attention to detail

  • Willingness to learn insurance systems and codes

  • Comfort with email, spreadsheets, and admin tools

  • A calm, friendly, and helpful attitude

🎁 Perks & Benefits

  • Paid training & certification opportunities

  • Health, dental, and vision insurance after 60 days

  • 10 PTO days + 5 paid sick days annually

  • Monthly mental health days

  • On-site fitness room and team wellness perks

🚀 Why This Role Is a Great Fit

If you’re organized, dependable, and eager to grow, this could be your perfect starting point. You don’t need past experience—we’ll train you. All we ask is that you care about doing the job well and treating our patients with kindness. You’ll learn fast, contribute quickly, and grow with a team that values you.

📥 How to Apply

We use WorkScreen to make hiring fair and easy. The quick evaluation helps us get to know you beyond the resume. We’ll respond to every applicant within 7 business days.

[Apply with WorkScreen →]

WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results

Why These Insurance Coordinator Job Posts Work

Let’s break down what makes these two job descriptions stand out—and why they’re more likely to attract the right candidate compared to generic templates.

✅ 1. Clear, Specific Job Titles

Instead of vague titles like “Insurance Coordinator”, each example adds context:

  • Insurance Coordinator for Trinity Family Health (Dallas, TX)

  • Entry-Level Insurance Coordinator | Sunrise Rehab Clinic (Houston, TX)

These titles don’t just say what the job is—they say where it is, who it’s for, and whether experience is required. That clarity helps the right people self-select.

✅ 2. Warm, Human Introductions with a Personal Touch

Each job post starts with a friendly intro—not cold bullet points. The video from the hiring manager adds personality and builds early trust. It’s not just about listing tasks—it’s about giving candidates a feel for who they’d be working with.

✅ 3. Company Description and Culture Are Not Afterthoughts

Most job posts say little (or nothing) about the company. These examples explain:

  • Who the company serves

  • What makes the team different

  • How people work together

This helps candidates evaluate whether they’d actually enjoy being part of the team—not just doing the tasks.

✅ 4. Transparent Salary and Benefits Build Trust

Both posts include:

  • Clear salary or hourly ranges

  • Health benefits, PTO, and bonus structure

  • Real, tangible perks like mental health days or hybrid work options

When companies are upfront, they look confident—and serious candidates are more likely to apply.

✅ 5. The Application Process Respects the Candidate

Rather than “Only shortlisted applicants will be contacted,” these posts say:

  • “We respond to every applicant.”

  • “We’ll keep you updated every step of the way.”

That alone makes you stand out in a sea of ghosting.

✅ 6. The Posts Speak to Real People, Not Just Résumés

The language is conversational and friendly, especially in the entry-level version. It says things like:

  • “We’ll train you—we’re more interested in your attitude than a fancy resume.”

This opens the door for motivated people who may not have traditional experience—but could thrive in the role with the right support.

✅ 7. Strong Calls to Action with a Modern Process

Instead of “Email your CV to HR,” each job links to WorkScreen:

  • A tool that reflects modern, skills-based hiring

  • A smoother experience for the candidate

  • A screening process that actually helps you spot great talent early

Together, these elements help your job post do more than just attract applicants—they help you attract the right ones, while building trust and saving time in the process.

Example of a Bad Insurance Coordinator Job Description ( And Why it Fails)

❌ Bad Job Post Example:

Job Title: Insurance Coordinator
Company: Confidential Healthcare Group
Location: Houston, TX
Job Type: Full-Time

Job Summary:
We are looking to hire an Insurance Coordinator to handle insurance verifications, billing tasks, and claims submissions. The ideal candidate will be detail-oriented, capable of managing multiple insurance plans, and have good communication skills.

Key Responsibilities:

  • Verify patient insurance
  • Submit insurance claims
  • Follow up on claim statuses
  • Coordinate with billing team
  • Maintain records

Qualifications:

  • High school diploma required
  • 1–3 years of experience in medical billing
  • Ability to work in a fast-paced environment
  • Knowledge of insurance procedures and billing systems

Salary: Competitive
Deadline to Apply: Ongoing

How to Apply:
Please send your resume and cover letter to hiring@confidentialhealthcare.com. Only shortlisted candidates will be contacted.

❌ Why This Job Post Falls Flat

🚩 1. The Job Title Is Generic

“Insurance Coordinator” alone tells us what the job is, but not who it’s for, where it’s based, or why it matters. It could apply to any company, in any location, for any kind of team.

🚩 2. The Company Is Anonymous

“Confidential Healthcare Group” doesn’t inspire confidence. High-quality candidates want to know who they’re applying to—not feel like they’re blindly submitting their resume into a void.

🚩 3. The Introduction Is Cold and Robotic

There’s no context, mission, or tone. The opening line reads like a checklist, not an invitation. It misses the opportunity to connect with people who actually care about the role.

🚩 4. No Mention of Culture, Team, or Purpose

There’s nothing about:

  • What kind of environment the new hire would walk into
  • What the team values
  • What the company stands for

Without that, the role feels transactional—and great candidates want more than tasks.

🚩 5. No Salary Transparency

“Competitive” is vague and signals that compensation could be hidden or underwhelming. It forces candidates to guess—and many will skip the post entirely.

🚩 6. The Hiring Process Feels Dismissive

“Only shortlisted candidates will be contacted” is one of the biggest red flags in hiring. It’s cold, outdated, and leaves applicants in limbo. It makes it seem like you don’t value their time—and that’s a fast way to lose good people.

🚩 7. No Personality in the Call to Action

“Send resume to email” isn’t enough anymore. There’s no effort to make the process feel human, smooth, or modern. It doesn’t set expectations or show that the company has evolved with how people actually want to apply.

✏️ TL;DR:

This is the kind of job post that might fill a seat—but won’t attract someone you’re excited to work with.

1. Productivity Starts with People

You’ve already seen what a well-written Insurance Coordinator job description looks like. But if you want to take your post from good to great, here are a few advanced tips that top companies use to attract serious, qualified candidates—and show them you actually care.

✅ 1. Add a Candidate Privacy & Security Notice

In an era of scams and spam, candidates want to know your process is legit. A short statement goes a long way:

🛡️ “We take the privacy and security of all applicants seriously. We’ll never ask for financial information, passwords, or payment during any part of the hiring process.”

It builds trust and shows you’re a responsible employer.

✅ 2. Mention Leave Days or Flex Time

Top candidates care just as much about recovery time as responsibilities. Even a small sentence like this helps:

🌴 “Enjoy 10 paid holidays, 5 mental health days, and flexible PTO that helps you recharge without guilt.”

It signals that your company values balance—not burnout.

✅ 3. Highlight Training, Certification, or Growth Opportunities

Especially for entry-level or mid-career applicants, the opportunity to grow is a huge motivator. Add something like:

📈 “We invest in our people. You’ll get access to paid training, optional certification pathways, and mentorship from senior team members.”

It turns the role into a career path—not a holding zone.

✅ 4. Add a Short Loom or YouTube Video

Most job descriptions are walls of text. Adding a 60-second video—either from the hiring manager or a teammate—instantly humanizes your post.

Here’s what a good intro video might say:

👋 “Hi, I’m Maria—I manage the billing and admin team here. In this role, you’d be working directly with me to help us stay organized and keep our patients informed. I walk you through what to expect in your first month and what kind of support you’ll get along the way.”

This builds connection, lowers friction, and makes people more likely to apply.

Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4

 

✅ 5. Use Section Headers that Guide the Reader

Great job posts are scannable. Use section headers like:

  • “Why This Role Matters”

  • “What You’ll Be Doing”

  • “Perks & Benefits”

  • “Our Culture”

  • “How to Apply”

These aren’t just labels—they help candidates picture themselves in the role faster.

✅ 6. Reassure Them About the Process

Top applicants often don’t apply because they think they won’t hear back. Reassure them:

🔁 “We respond to every applicant—no ghosting. You’ll hear from us within 7 business days.”

A small promise like that makes a big difference.

These extras aren’t fluff—they’re signals. They tell applicants, “We’re the kind of company you’ll want to stay with.”

Should You Use AI to Write Job Descriptions?

Let’s be honest—AI is everywhere right now.

Tools like ChatGPT, Workable’s job post generator, and others can write a job description in seconds. And while that sounds like a time-saver, there’s a big problem:

If you give AI nothing, you get nothing.

Most AI-generated job posts are:

  • Generic

  • Bland

  • And painfully forgettable

They’ll list tasks. They’ll mention “fast-paced environments.” They might even get the structure right.
But they’ll completely miss your culture, your values, and what makes this job worth applying for.

That’s why using AI blindly leads to weak job posts—and weak job posts attract weak candidates.

❌ The Wrong Way to Use AI

“Write me a job description for an Insurance Coordinator.”

That’s it. That’s the whole prompt.
You’ll get something that sounds like every other boring listing online. It might look polished, but it won’t convert.

✅ The Right Way to Use AI

AI can be incredibly helpful—if you treat it like a writing assistant, not a replacement for your insight.

Here’s how to prompt it properly:

🧠 Step 1: Give AI the Right Ingredients

Before you hit “generate,” feed it real inputs like:

  • What your company does:
    “We’re a private rehab clinic in Houston serving 500+ patients per month.”

  • The tone you want:
    “Conversational, friendly, and human—not corporate.”

  • Your company culture:
    “We’re collaborative, no micromanagement, and we invest in training.”

  • What the ideal hire is like:
    “Organized, empathetic, comfortable with admin tools, willing to learn.”

  • What benefits you offer:
    “$18–$21/hr, 10 PTO days, paid training, health insurance.”

✏️ Step 2: Prompt It Like This

“Help me write a job post for Sunrise Rehab Clinic. We’re hiring an entry-level Insurance Coordinator who will verify insurance coverage, handle basic claims submissions, and support the billing team. Our clinic sees 500+ patients per month in Houston. Our culture is collaborative, patient-first, and we care deeply about training new team members. The tone should be friendly and human. We offer $18–$21/hr, health and vision insurance, 10 PTO days, and certification pathways. Please include a warm intro, clear responsibilities, perks, and a strong call to action.[paste your notes]

Now that will get you something useful.

✨ Bonus Tip: Show AI a Model to Follow

Want even better results? Paste in one of the strong job descriptions from this article and say:

“Use this structure and tone as a reference—but rewrite it for a different company or title.”

AI is best at transforming content—not guessing from nothing.

🚫 Bottom Line:

Don’t outsource your voice, culture, and values to a robot.
Use AI to polish, not replace. Use it to save time—but only after you’ve done the thinking.

If your hiring process is stressful, slow, or filled with second-guessing—WorkScreen fixes that. Workscreen helps you quickly identify top talent fast, eliminate low-quality applicants, and make better hires without the headaches.

Need a Quick Copy-Paste Job Description?

✅ Option 1: Conversational, Culture-First Job Description

📌 Job Title: Insurance Coordinator at [enter company name] [enter Location]
💼 Type: Full-Time | In-Person
💰 Salary: $xx–$xx/year

🎥 Meet the Office Manager in this 1-minute intro video → [Insert link]

About Us:
[Enter company name] is a multi-location mental health and wellness provider serving families throughout [enter city/town]. Our admin team is the engine behind every successful patient experience. We’re growing fast—and we need someone reliable, kind, and detail-focused to keep our billing and insurance workflows on track.

Company Culture:
We believe in flexibility, trust, and proactive communication. There’s no corporate red tape here—just a team of professionals who take their work seriously but never forget to laugh.

What You’ll Do:

  • Verify patient insurance coverage and eligibility

     

  • Submit claims to payers and follow up on denials

     

  • Coordinate pre-authorizations when needed

     

  • Maintain accurate billing records and logs

     

  • Collaborate with clinicians and front desk staff

     

What We’re Looking For:

  • 2+ years in medical billing or insurance coordination

     

  • Strong communication skills and attention to detail

     

  • Familiarity with Kareo, Athena, or similar tools

     

  • Able to work independently and solve small problems quickly

     

Perks & Benefits:

  • Health, dental, and vision insurance

     

  • 401(k) with match

     

  • 12 PTO days + 8 paid holidays

     

  • Paid mental health day every quarter

     

  • Professional development stipend

     

Why This Role Is a Great Fit:
You’ll work with a team that respects your time, supports your growth, and values your input. We don’t just want someone who can do the job—we want someone who will help us do it better.

How to Apply:
We use WorkScreen to make the hiring process fair, modern, and skills-based. Apply now and we’ll keep you updated every step of the way.

👉 [Apply via WorkScreen]

✅ Option 2: Structured Format (Job Brief + Responsibilities + Requirements)

Job Title: Insurance Coordinator
Location: [enter location here]
Job Type: Full-Time
Salary: $xx–$xx/year

Job Brief:

[Enter company name] is seeking an experienced Insurance Coordinator to manage coverage verification, claims processing, and communication with insurers across our locations. This role is key to maintaining our billing accuracy and supporting patient satisfaction.

Responsibilities:

  • Verify insurance coverage for all new and returning patients

     

  • Submit and track insurance claims

     

  • Resolve denied claims and follow up on unpaid balances

     

  • Coordinate pre-authorization requirements

     

  • Support the billing and admin team with reporting and records

     

Requirements:

  • 2+ years of relevant experience

     

  • Familiarity with major insurers and reimbursement processes

     

  • Strong organizational skills

     

  • Ability to communicate clearly and professionally with patients and staff

     

  • Proficiency with billing software (Athena, Kareo, etc.)

     

Benefits:

  • Competitive salary + benefits

     

  • PTO and paid holidays

     

  • 401(k) plan

     

  • Continuing education opportunities

     

How to Apply:

Apply via WorkScreen and complete the short skill-based evaluation. We respond to all applicants and value your time.

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Let WorkScreen Handle the Next Step for You

You’ve just written a great job post—one that actually speaks to the kind of person you want on your team.

But now comes the hard part: sorting through dozens (or hundreds) of applicants to find the right one.

That’s where WorkScreen comes in.

🧠 WorkScreen Helps You:

✅ Quickly Identify the Most Promising Candidates

WorkScreen automatically evaluates every applicant and ranks them on a performance-based leaderboard. No more guesswork. No more hours wasted reading resumes that say the same thing.

✅ Administer Skill Tests with One Click

Want to know who can actually do the job—not just talk about it? With WorkScreen, you can send simple, role-specific tests that evaluate real-world ability. No coding required. No extra platforms to manage.

✅ Filter Out Low-Effort and AI-Generated Applications

WorkScreen detects and eliminates one-click apply spam, low-effort submissions, and even AI-written answers. That means you only see serious, high-quality candidates—people who actually want the role and are ready to contribute.

✅ Make Smarter, Fairer, More Confident Hiring Decisions

Whether you’re hiring an experienced insurance coordinator or training someone from scratch, WorkScreen helps you focus on what actually matters: potential, skill, and culture fit.

Let your job post attract the right candidates. Then let WorkScreen do the heavy lifting—so you can hire faster, smarter, and with way more confidence.

FAQ

In the U.S., the average salary for an Insurance Coordinator ranges from $45,000 to $58,000 per year, depending on location, experience, and company size.
In major metro areas or specialized healthcare settings, experienced coordinators can earn $60,000 or more, while entry-level positions may start around $18–$22 per hour.

Not always. While some employers may prefer candidates with certifications like Certified Medical Reimbursement Specialist (CMRS) or Certified Revenue Cycle Specialist (CRCS), many are open to training motivated entry-level hires—especially in supportive team environments.

Common platforms include:

  • Electronic Health Records (EHRs): Athenahealth, Kareo, Epic

  • Claims Management Tools: Availity, Office Ally

  • Practice Management Systems: AdvancedMD, DrChrono

Familiarity with these systems is often preferred, but not always required if training is provided.

While they often work closely, the roles are distinct:

  • Medical Billers focus on coding procedures and submitting invoices

  • Insurance Coordinators handle pre-billing tasks like verifying coverage, managing authorizations, and resolving claims issues

Some companies combine these roles—others keep them separate depending on workload.

Make Your Next Great Hire With WorkScreen

Easily streamline your hiring process with AI-powered applicant scoring, automated skill testing, and a credit-based system that ensures you only pay for quality applicants. Perfect for teams serious about hiring top talent.

Author’s Details

Mike K.

Mike is an expert in hiring with a passion for building high-performing teams that deliver results. He specializes in streamlining recruitment processes, making it easy for businesses to identify and secure top talent. Dedicated to innovation and efficiency, Mike leverages his expertise to empower organizations to hire with confidence and drive sustainable growth.

Hire Easy. Hire Right. Hire Fast.

Stop wasting time on unqualified candidates. WorkScreen.io streamlines your hiring process, helping you identify top talent quickly and confidently. With automated evaluations , applicant rankings and 1-click skill tests, you’ll save time, avoid bad hires, and build a team that delivers results.

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