Responsible for the overall clerical support of the branch office with the main purpose of being to expedite reporting and provide administrative support for the adjusters and Office Manager.
Review new losses with adjusters and accurately set up new assignments according to McLarens protocol.
Assist adjusters with preparing timely reports for clients, including dictation, converting documents to PDF, and minor editing.
Monitor calls, incoming faxes, text messages, and e-mails for your team and take appropriate actions.
Every week, monitor and run the adjuster's WIP report.
Review unbillable files and coordinate with adjuster and billing team to move files to bill qualified status.
Serve as a telephone liaison to clients/insureds and other adjusters with direction from OM or assigned adjuster.
Assist with preparing and sending out Proofs of Loss, monitor for return, and follow up for payment if required.
Ensure outside contractors' invoices are approved by the adjuster and forwarded to Corporate carriers and underwriters on a timely basis.
Track accounts receivable, working with the Office Manager and the Accounts Receivable Team.
Maintain adjuster's tasks in McLarens One system as required.
Other duties as assigned.
High School diploma or equivalent
Minimum of 3-5 years' office experience
Some experience in the insurance industry preferred
Experience with billing, accounts receivable, and billing tasks preferred
Strong knowledge of MS Word, MS Excel, Adobe, Outlook, and Teams
Strong verbal, grammar, and written communication skills
Fluency with numbers and strings of numbers
Able to problem solve and ask pertinent questions
Excellent interpersonal skills and ability to collaborate with others and work in a team
Strong attention to detail and accuracy
Organized and able to prioritize; Ability to work with minimal supervision once trained
Health Insurance - Medical, Dental, Vision, Life, and Disability Insurance
Health Saving/Flexible Spending - access to flexible spending and health savings accounts
Retirement - 401(k) program with company match
Pet Benefits - ensuring the well-being of your extended family
Identity Theft Insurance - offering security and peace of mind
Wellness Programs - supports financial, physical, and mental well-being
Career Development - fostering growth and advancement in the workplace
Community Day of Service/Float Holiday - promotes community involvement
Employee Discount Program - offers exclusive discounts and deals
Employee Assistance Program - designed to provide life balance support and counseling