Claims Representative II - Trainee

Penn National Insurance • Greensboro, NC

18h

About The Position

PURPOSE The Claims Rep II Trainee is a closely supervised, entry-level position in which the incumbent obtains knowledge and an understanding of claims handling through both a formal and on-the-job training program. Upon the successful completion of the program, the Claims Rep II - Trainee is a candidate for promotion to the Claims Rep II position. AUTHORITY Up to $5,000 settlement authority , dependent upon demonstrated ability to evaluate and make correct decisions on claim scenarios in which training has taken place. COMPETENCIES AND ESSENTIAL DUTIES Competency Description of Duties Team Building Demonstrates honesty; keeps commitments made to others; behaves in a consistent manner; keeps sensitive information confidential; adheres to moral, ethical, and professional standards, regulations, and organizational policies. Listens to others and objectively considers their ideas and opinions, even when they conflict with own. Attention to Details As training progresses, perform basic claims handling duties on non-complex claims, under the supervision of the Team Leader, to include: accurate preparation of claim file documentation verification of coverages setting/adjusting reserves making appropriate contacts identifying subrogation and salvage opportunities achieving best practices type settlements in the disposition of claims Issue payments within authority to appropriate parties Quality Orientation Accurately and carefully follows established procedures for completing work tasks. Planning & Organizing Takes advantage of available resources (individuals, processes, departments, and tools) to complete work efficiently; coordinates with internal and external partners. Establishes procedures to remain aware of issues, follow up on action items, and track results (e.g., quality, quantity, cost, or timeliness). Positive Approach Looks for and communicates the positive qualities and longer-term benefits of challenging situations (while facing the real problems). Applied Learning Successfully complete prescribed professional education courses (IIA, AIC, etc.). Complete and apply knowledge and skills developed during formal classroom and/or on-the-job training sessions, as set forth in defined training schedule. Performs other duties as may be assigned by the Team Leader. CORPORATE CORE COMPETENCIES Competency Proficiency Description Effectively Communicates and Connects Communicates clearly and concisely. Prepares written communications that adhere to department standards. Attentively listens and asks clarifying questions. Builds a positive relationships within the workplace. Customer Focused Develops and maintains knowledge about the needs of customers and how the team provides value. Aware of customer risks and when to escalate risks. Identify and utilize the appropriate resources to solve customer problems. Accelerates follow-up and action to resolve issues. Talent Development Mindset Brainstorm ideas for technical and/or professional development. Work with supervisor to identify relevant development opportunities, shadow opportunities, including technical skill building and professional skill enhancement. Act on opportunities to recognize colleagues for a job well done. Demonstrates Adaptability Seeks to understand others' needs and perspectives, especially those different from my own. Open to learning about new and challenging ideas to drive the success of the work in which I am involved. Learning how to be flexible to accommodate deliverables and prioritize work effectively. Demonstrates Accountability Takes ownership of mistakes and consults with others to resolve, learning from the experience. Consistently checks the accuracy of work. Provides coverage or assistance to others when needed. Proactively steps-up to provide guidance or assistance. SPECIAL RELATIONSHIPS The Claims Rep II Trainee reports to the Team Leader. The Claims Rep II Trainee has direct contact and interaction with all levels of personnel within the Claims Service Office. As training progresses, will have direct contact with policyholders, claimants, medical and legal professionals and vendors. VI. QUALIFICATIONS Education/ Credentials High school diploma or equivalent Bachelor's degree preferred Adjuster's license or be willing to obtain one as required Experience 0-2 years of experience in a customer service oriented position Technical/ Professional Knowledge Effective communication skills, both oral and written Effective inter-personal skills Personal Computer skills, with an emphasis on Microsoft products Ability to work within a team-oriented, fast-paced, customer-focused environment JOB REQUIREMENTS (as required by ADA – Americans with Disabilities Act) This position is primarily a sedentary position that requires occasional standing and walking throughout the office environment. Must be able to see and effectively use a computer monitor. Must be able to operate a computer, keyboard and applicable printers and other general office equipment. Must be able to access and enter information accurately using automated systems. Must be able to hear and communicate via the telephone and/or monitoring devices to both internal and external clients. Must be able to present information to individuals and groups. Must be able to interpret and apply concepts that may or may not be based upon established guidelines. Must be able to maintain acceptable attendance and adhere to scheduled work hours. Must have a valid driver’s license and be able to operate a motor vehicle.

Requirements

• High school diploma or equivalent
• 0-2 years of experience in a customer service oriented position
• Effective communication skills, both oral and written
• Effective inter-personal skills
• Personal Computer skills, with an emphasis on Microsoft products
• Ability to work within a team-oriented, fast-paced, customer-focused environment
• Must be able to see and effectively use a computer monitor.
• Must be able to operate a computer, keyboard and applicable printers and other general office equipment.
• Must be able to access and enter information accurately using automated systems.
• Must be able to hear and communicate via the telephone and/or monitoring devices to both internal and external clients.
• Must be able to present information to individuals and groups.
• Must be able to interpret and apply concepts that may or may not be based upon established guidelines.
• Must be able to maintain acceptable attendance and adhere to scheduled work hours.
• Must have a valid driver’s license and be able to operate a motor vehicle.

Nice To Haves

• Bachelor's degree preferred
• Adjuster's license or be willing to obtain one as required

Responsibilities

• As training progresses, perform basic claims handling duties on non-complex claims, under the supervision of the Team Leader, to include: accurate preparation of claim file documentation verification of coverages setting/adjusting reserves making appropriate contacts identifying subrogation and salvage opportunities achieving best practices type settlements in the disposition of claims
• Issue payments within authority to appropriate parties
• Accurately and carefully follows established procedures for completing work tasks.
• Takes advantage of available resources (individuals, processes, departments, and tools) to complete work efficiently; coordinates with internal and external partners.
• Establishes procedures to remain aware of issues, follow up on action items, and track results (e.g., quality, quantity, cost, or timeliness).
• Looks for and communicates the positive qualities and longer-term benefits of challenging situations (while facing the real problems).
• Successfully complete prescribed professional education courses (IIA, AIC, etc.).
• Complete and apply knowledge and skills developed during formal classroom and/or on-the-job training sessions, as set forth in defined training schedule.
• Performs other duties as may be assigned by the Team Leader.

What This Job Offers

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