Claims Representative II - Trainee

Penn National Insurance•Waukesha, WI

12h•$45,000 - $62,000•Hybrid

About The Position

The Claims Representative II - Trainee is a closely supervised, entry-level role that develops claims-handling knowledge through formal and on-the-job training. After successfully completing the program, the trainee is a candidate for promotion to Claims Representative II. This is a hybrid position reporting to the Waukesha, Wisconsin office. As training progresses, the trainee handles basic, non-complex claims under supervision. The role involves working with colleagues throughout the Claims Service Office and, as training advances, interacting with policyholders, claimants, medical and legal professionals, and vendors. The trainee attends client meetings with a supervisor and follows specific handling instructions for Self-Insured clients. The role requires completing prescribed professional education and applying skills learned in classroom and on-the-job training. The position is primarily sedentary, with occasional standing and walking in the office. The estimated hiring range is $45,000–$62,000, and the employee may be eligible to participate in an annual incentive program, subject to plan eligibility.

Requirements

Be willing to obtain an adjuster’s license as required, or hold an adjuster’s license.
Effective oral and written communication skills.
Effective interpersonal skills.
Personal computer skills, with an emphasis on Microsoft products.
Ability to work in a team-oriented, fast-paced, customer-focused environment.
Ability to perform computer-based tasks, access digital information, use office equipment and automated systems, and accurately enter information.
Ability to communicate effectively with internal and external clients using telephone, electronic, or other communication systems, and to present information to individuals and groups.
Ability to interpret and apply concepts that may or may not be based on established guidelines.
Ability to maintain acceptable attendance and adhere to scheduled work hours.

Nice To Haves

Bachelor’s degree preferred.
Experience in a customer-service-oriented position preferred.

Responsibilities

Demonstrate honesty, keep commitments, behave consistently, maintain confidentiality, and adhere to ethical and professional standards, regulations, and organizational policies.
Listen to others and objectively consider their ideas and opinions, including those that differ from the trainee’s own.
As training progresses, perform basic claims-handling duties on non-complex claims under supervision, including preparing accurate claim-file documentation, verifying applicable coverage, setting or adjusting reserves, making appropriate contacts, identifying subrogation and salvage opportunities, pursuing best-practice settlements, and issuing payments within authority to appropriate parties.
Follow established procedures accurately and carefully when completing work tasks.
Use available people, processes, departments, and tools efficiently, and coordinate with internal and external partners.
Establish procedures to monitor issues, follow up on action items, and track results such as quality, quantity, cost, and timeliness.
Complete prescribed professional education courses, such as IIA and AIC courses.
Complete the defined training schedule and apply knowledge and skills developed in formal classroom and on-the-job training.
Follow specific client-handling instructions for each Self-Insured client.
Attend client meetings with a supervisor for training purposes.
Complete quarterly excess reports in accordance with policy provisions, with supervision and guidance.
Perform other duties assigned by the Team Leader, Director ACT, Claims Service Office Manager, or Regional Vice President.

Benefits

Annual incentive program, subject to eligibility under the plan.
Generous 401(k) match.
Graded profit sharing.
Wide range of benefits supporting financial health, physical well-being, and career development.
Remote and hybrid work options.
Flexible scheduling.
Dress-for-your-day culture.
Employee recognition programs.
Continuing education support and 100% tuition reimbursement for academic studies.
Professional development and designation programs, including CPCU, AINS, CPA, and CISSP.
Community engagement and charitable giving opportunities, including the annual United Way campaign and company matching of employee contributions.