Claims Intake Specialist

Keystone Agency Partners LLC • Cedar Falls, IA

12d • $45,000 - $50,000 • Onsite

About The Position

The Claims Intake Specialist will serve as the first point of contact for individuals filing insurance claims, assisting clients in collecting and verifying essential claim information. This role will ensure accurate documentation, facilitate the intake process, and maintain a high level of customer service throughout the claims handling. The Claims Intake Specialist will be responsible for processing claims efficiently, collaborating with team members, and ensuring that all necessary documentation is obtained to initiate the claims process.

Requirements

• High School Diploma or equivalent required
• Active Property & Casualty license in the state of business preferred; ability to obtain licensure required
• Proficiency in Microsoft Office Suite
• Strong attention to detail with the ability to follow instructions and maintain accuracy
• Excellent written and verbal communication skills
• Ability to maintain a service-oriented attitude and build positive relationships
• Strong organizational skills, with the ability to handle multiple tasks and deadlines
• Ability to sit for extended periods and work at a computer for prolonged durations
• Ability to pass a criminal background check, as permitted by law

Nice To Haves

• Prior experience in Property & Casualty claims, insurance agency operations, and/or the insurance industry is a plus
• Experience with Salesforce and/or Applied Epic a plus

Responsibilities

• Review incoming claim submissions for completeness and accuracy.
• Enter claim details into the claims management software system.
• Ensure all required documentation (accident reports, supporting evidence) is included.
• Respond to calls and emails from insureds or claimants regarding claims submission.
• Provide status updates on claims to insured, claimants, and agents.
• Verify information against the insured and resolve discrepancies as needed.
• Accurately input data from claims into internal systems and update records regularly.
• Maintain detailed and organized records to support timely claim resolution.
• Collaborate with team members to meet daily processing goals.
• Highlight any trends or workflow bottlenecks in the claim’s intake process.
• Assist with the preparation of claim reports and analysis to improve the intake process.
• Participate in team meetings or training sessions to stay updated on policy changes and system updates.
• Provide feedback to improve the claims intake process and workflow.
• Troubleshoot incomplete or incorrectly submitted claims.
• Contact claimants or third parties to gather missing information.

Benefits

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

What This Job Offers

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