About this role
Role Overview
- Provide clients with customer service such as answering claims related questions, discussing claims processes and following up with the client at the conclusion of the claim to ensure all issues were addressed
- Contact clients and gather all appropriate information to adequately report claims and report claims to all appropriate carriers under all appropriate lines of business
- Enter all claims into Epic and generate Acord notices and follow up with carriers to ensure that the claim was reported, obtain necessary adjuster contact information and claim number then provide client with this information
- Inform producers and managers of any problems or issues concerning a client or a claim
- Actively manage claims for assigned clients and follow open claims utilizing activity system, obtaining status and updating Epic
- Continuously document claim file notes with all activities conducted on claim
- Proactively guide claims to a timely resolution
- Advocate for client in reserving and claim evaluations
- Coordinate carrier request with clients
- Coordinates claim reviews between the carrier and insureds
- Actively participate in claim reviews for assigned
- Develop relationships with assigned clients and carriers
- Prepare loss summary reports for internal customers
- Comply with agency standards, policies and procedures and assist claims manager with all tasks as requested
Requirements
- HS Diploma or recognized equivalent
- 3-5 years of relevant experience
- Property & Casualty Insurance License preferred
- Proficiency with MS Office
- Prior experience with Applied Epic is a plus
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage