Claims Service Representative - Property & Casualty

CLAIMS

• Processes claim information from the client, makes appropriate policy verification and reports to the appropriate insurance carrier
• Instructs insured on gathering proper claim information needed for claim reporting and correct procedures for submitting claims
• Sets diaries to follow claim progress as needed and assigns to other team members appropriately
• Updates agency management system claim notes with adjuster information, open/closure notices and monitors and maintains paper and electronic filing systems
• Maintains a concern for timeliness and completeness when interacting with customers, agency teams and insurance carriers to minimize potential for error and omission claims
• Communicates claims concerns, large claims or potential problems to appropriate producer and refer to Claims Advocates as needed
• Updates clients regarding file status on First Party Automobile and Property Claims
• Obtains status reports from insurance carriers on individual claims and prepare for presentation to client
• Maintains knowledge of claim reporting criteria for carriers represented by agency
• Assists in developing, training and updating of internal claim procedures, programs, and processing
• Addresses and resolves client claim questions/problems
• Is familiar with and follow agency procedures

EXECUTION OF CLIENT SERVICE

• Supports Claims team members and other internal department members to flawlessly execute Assurance’s service strategy for each client, designed to create measurable value and efficiencies in their businesses
• Processes changes, as needed or requested by the client, checking for consistency and documenting in the appropriate system
• Builds personalized client relationships through demonstrated understanding of the service plan and multiple channels of communication such as phone, email and in-person meetings
• Leverages insurance knowledge and communication skills to explain coverage terms, program options and other items to clients as needed
• Works with internal departments to ensure cohesiveness and timeliness of service execution
• Manages time effectively to prioritize workload, client service requests and service parameters on business processes

DATA AND PROCESS INTEGRITY

• Maintains accurate and complete client data in agency management systems including policy detail, activities, attachments or anything in regards to claims
• Consistently achieves data integrity and meets activity timeliness, quality metrics and goals
• Follows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, taking appropriate action and following up as requested
• Utilizes internal resources for identified processes to ensure efficiency and consistency in execution

PEER RELATIONSHIPS

• Provides feedback and shares information at team meetings
• Participates in ongoing scheduled meetings with Claims team to discuss accounts, renewals, service needs, service platform, etc.
• Develops successful and effective working relationships with Producers, Account Executives, Account Managers, service team members, managers, carriers and members of other departments

• Communicates effectively with Claims team members and provides timely and complete information to allow them to effectively manage service execution

REQUIRED:

• Knowledge of software systems, to include excel

• BS/BA in Business, Insurance or related field
• Intermediate skill level in Microsoft Office Suite