Health Insurance Specialist Question:

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In my old job, I was assigned alongside three other group members to the task of getting a rather large claim completed. It involved a great deal of money on the company’s part, so we really needed to be thorough about how we approached the situation. I was in charge of contacting the client themselves. Before approaching the client, I sat down and made a list of all the information I needed before returning to the office. I feel like this helped to resolve the case smoothly in the end. There was no conflict, and it seemed like everyone got the ending best suited for their position surrounding the situation.