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