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
- Report claims to all appropriate carriers under all appropriate lines of business
- Enter all claims into Epic and generate Acord notices
- 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
- Obtain status and update 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 a plus
- 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