Claim Operations Specialist

Travelers • Phoenix, AZ

9d

About The Position

Under moderate supervision, the Claim Operations Specialist partners with claim professionals to assist customers and support timely claim resolution. The role builds customer relationships, completes financial transactions, updates and manages business information, and performs other operational duties and projects. This position does not manage others.

The role serves as a customer service representative for the claim department, supporting callers with claim status and payment questions and directing them to the appropriate department. It also supports claim professionals through claim-file documentation, records and report requests, document preparation, mail processing, claim assignment, and file storage transitions.

The specialist processes claim payments and expenses, maintains accurate operational and financial data, prepares reports, and assists with financial controls and assessments. The position may require occasional lifting of items weighing up to 20 pounds.

Requirements

• High school diploma or GED and at least 1 year of service-related work experience, or a bachelor's degree.
• Experience using computer technology such as Microsoft Office, email, web-enabled applications, and database software.
• Ability to take ownership and responsibility for actions, outcomes, performance, and results.
• Ability to analyze and compare information, understand issues, and explore alternative solutions.
• Ability to remain energized and focused amid ambiguity, change, or strenuous demands.
• Verbal and written communication skills.
• Ability to exercise sound judgment and make decisions.
• Ability to build and maintain productive working relationships to meet goals and achieve results.

Responsibilities

• Promptly and professionally address customer questions and concerns, including triaging and routing callers and answering claim status and payment questions.
• Partner with claim professionals across departments to support timely claim resolution.
• Document claim files, including notes and diaries; request reports and records; and review medical bills, mail, and wage statements.
• Print and prepare claim documents for legal and medical reviews.
• Report and assign claims, and transition closed files to and from off-site storage.
• Receive, sort, scan, and upload incoming mail; process outgoing mail; and order, receive, and distribute supplies or equipment.
• Process and issue claim payments, including outside vendor invoices, attorney expenses, and medical processing fees.
• Process and document returned checks, voided checks, and credits, ensuring check processing is timely and accurate.
• Prepare, generate, and review reports using effective technology; update data discrepancies in reports and systems; and use management information data to prepare line-of-business or financial reports.
• Prepare operational reports for claim professionals and managers, and accurately document pending and completed work activities in appropriate systems.
• Perform underlying controls, communicate findings, assess data reasonableness and discrepancies, complete reconciliations, and assess financial control effectiveness.
• Prepare data entries in accordance with established standards.
• Perform other duties as assigned.

Benefits

• Health insurance coverage for eligible employees and family members beginning on the first day of employment.
• Dollar-for-dollar 401(k) contribution match up to the first 5% of eligible pay, subject to an annual maximum.
• Paying it Forward Savings Program, which provides an annual 401(k) contribution when an employee makes a payment toward student loan debt.
• Pension Plan funded 100% by Travelers.
• Minimum of 20 days of paid time off annually and nine paid company holidays.
• Wellness program with tools, discounts, resources, and caregiving support.
• Free professional counseling services, health coaching, and other mental health resources.
• Matching Gift and Volunteer Rewards program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED