Finance & FP&A — Insurance

You issue certificates of insurance (ACORD 25, ACORD 28) at high volume. Requests come from policyholders, agents, and certificate holders. Each requires policy verification, coverage confirmation, and additional insured endorsement verification.

You manage third-party provider performance through scorecards: TPAs on quality, cycle time, reserve accuracy, leakage; independent adjusters on response time and estimate accuracy; defense counsel on outcomes, ALAE, and billing compliance.

When a workplace injury is reported, you assess severity, direct the injured worker to an appropriate provider (in directed-care states), authorize initial treatment, and set the claim on a medical management track. You evaluate whether it's medical-only or indemnity, check jurisdictional waiting and retroactive periods, and identify claims needing nurse case management early.