Address
Form of workJob Summary:
Information Management
Internal and External Communication
Claims Process Quality Assurance
Industry Knowledge
#LI-RB2
Requirements:
Qualifications:
Information Management
- Responsible for collecting client's claims data from various insurance carriers or TPA RMIS Systems including loss runs.
- Enter data into claims management system (OnSpring, SalesForce, internal tracking spreadsheets) and audit for accuracy, completeness, and conformity to established procedures.
- Enters claim and coverage information into claim management systems (e.g. ImageRight, SalesForce, OnSpring).
- Assist with development of claims management systems for tracking/monitoring, trending and reporting of claims statistics.
- Assist with tracking of trending, unique, or significant claims.
- Interact and support the account team with claim summary information as well as claim data.
Internal and External Communication
- Fields all questions and acts on requests concerning claim progress; time is of the essence in responding to questions and requests.
- Receives and responds to routine internal/external client's inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff.
- Is proactive in handling daily communications paying special attention to items requiring immediate attention and ensuring they are addressed by claims team.
- Receives claim information from internal/external client or and verifies relevant policies for reporting to carriers and tracking in appropriate claim filing systems.
- Reports claim information accurately and promptly to the appropriate insurance carrier on behalf of the internal/external client; communicates claim information to insurance carrier and internal teams.
- Maintains communication with internal/external client and insurance carrier; prepares status reports on critical claims for client.
- Prepares written correspondence and makes telephone calls to claims adjusters as requested by senior staff.
- Helps produce communications such as newsletters, bulletins, presentations as requested by senior staff.
- Meets with Producer and Commercial Insurance Department associates concerning claims progress.
Claims Process Quality Assurance
- Maintains and keeps records of clients.
- Assists in the upkeep of carrier adjuster information.
- Interact and support account team by scheduling and tracking client claims reviews.
- Takes notes at claims reviews and updates tracking systems as needed.
- Pulls loss runs, prepares agenda and other material for claim reviews.
- Protects the confidentiality of information learned by performing the duties of the position.
- Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer.
Industry Knowledge
- Acquires an understanding of insurance brokerage business and insurance coverages.
- Researches industry trends, government regulations and relevant statute and caselaw impacting external clients.
#LI-RB2
Requirements:
Qualifications:
- Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
- Up to three years of Client services experience is required
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Strong verbal and interpersonal communication skills required
- Understands industry trends and governmental regulations
- Ability to complete continuing education requirements as needed
- Ability to attend company, department, and team meetings as required, including industry training sessions
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Ability to efficiently organize work and manage time in order to meet deadlines
- Ability to travel by automobile and aircraft
- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
- Ability to work on a computer for a prolonged amount of time
- Ability to work outside of normal business hours as needed
- Legally able to work in the United States
