Claims Assistant (Hybrid)

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Description

  The Claims Assistant is responsible to primarily assist the Workers’ Compensation and P&C Departments.  This position assists with administrative, processing, reporting and invoicing support of claims & P&C services for their client services. They remain knowledgeable and informed regarding the types of client services products and value-added services available and work with clients and others in a professional manner. 

Requirements

  PRIMARY RESPONSIBILITY 

  • Provides administrative support such as data entry, printing certificates, running reports, generating presentations and printing, collating, and creating binders
  • Categorizes data by loss control and claims management
  • Maintains billing summaries and correlates to fee agreements
  • Downloads losses from carrier website
  • Maintains spreadsheet to be used in loss categorization; utilize data on loss information to show trends
  • Provides back up support to other teams, as needed, including property and casualty claims, relieving the front desk and answering phones

SKILLS

  • Proficient in using computers, Microsoft Office Suite (emphasis on Excel), Adobe Acrobat, and agency management system   software
  • Knowledge of claims, loss control/risk management, and client services
  • Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
  • Must be able to understand written and oral communications and interpret information written within policies.
  • Ability to travel (minimal) as required. 

COMPETENCIES 

  • Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment. 
  • Willingness to adhere to all principles of confidentiality.
  • Ability to communicate appropriately and build professional relationships with employees at all levels of the organization.
  • Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, vendors and others.
  • Proficient skills in Microsoft Office Suite (primarily Excel, PowerPoint and Word). 
  • Excellent phone etiquette.
  • Excellent customer service skills.
  • Ability to prioritize and handle multiple tasks in a demanding work environment.
  • Willingness to adhere to all principles of confidentiality.
  • Ability to work independently and on a team.
  • Ability to show initiative, good judgment, and resourcefulness.
  • Reliable and efficient.
  • Organized and detail oriented.
  • Proactive and takes initiative.
  • Energetic and self-driven.
  • Ability to receive direction and follow instructions.
  • Ability to represent the company well to external organizations, clients and vendors.

EDUCATION AND QUALIFICATIONS

  • High School Diploma or equivalent required
  • Bilingual a must or a plus depending on location
  • 3 + years’ experience in Customer Service with preference given to individuals with claims and/or risk management experience