Customer Service Representative - Claims

Trucordia•Bellingham, WA

5d•$20 - $22

About The Position

As a Claims Servicing Specialist, you will support clients in educating and supporting them through a claim event. The primary responsibility of this position is to assist clients and coworkers with claim situation. This individual will act as a liaison between the client and the insurance carrier with a strong emphasis on delivering service excellence and overall insurance knowledge. This position requires advanced communication skills, listening, verbal and written, with the ability to effectively use empathy and maintain composure. Individuals must enjoy face-to-face, electronic and telephone client interactions. Individuals must maintain a positive and professional demeanor. They must have strong technical skills, and excellent interpersonal skills. While an insurance background is not required, through training the applicant will receive an in-depth working knowledge of the insurance industry, as well as knowledge of insurance coverages, policies and the claims process. The ability to learn and absorb large amounts of knowledge is needed for this role.

Requirements

Ability to obtain and maintain a Property & Casualty License
Demonstrate excellent communication and customer service skills
Possess a positive attitude and excellent interpersonal skills
Strong technical skills with competency in Microsoft Office products
Accurate and detail oriented
Strong organizational skills and the ability to prioritize workload to meet deadlines
Ability to multitask on multiple tasks and projects while also having rush requests from clients and coworkers.
Ability to remain calm, use effective empathy, and remain professional in difficult claims situations
Ability to maintain confidentiality of information

Nice To Haves

Prefer experience in a professional office environment
Insurance Industry Experience

Responsibilities

Achieve goals established at annual performance review
Provide excellent customer service to clients and staff
Take calls and meet with clients who have a claim event
File claims with insurance companies
Follow up as needed with insurance adjusters to make certain claim is handled properly
Work with clients and adjusters during discrepancies/claim issues to come to a solution.
Educate client concerning entire claim process, consequences for turning in a claim, discuss coverages, and assist clients with completing necessary paperwork
Answer “what if” and other potential coverage questions from clients and fellow employees by reviewing the coverage and policies in place.
Adheres to established guidelines and protocols for workflow and system documentation
Enter and maintain accurate and clear information within agency computer system regarding client, claim, all actions and correspondence.
Escalate issues with adjusters/carriers when appropriate to request accuracy in the claims outcome by adjuster.
Input reserves and payments made by insurance company and notify Producer/Account Manager as appropriate of claims involving their clients
Meet with clients or contractors offsite on a limited basis when requested by manager and producer/partner
Follow established agency procedures and guidelines and adhere to the employee manual
Attend all meetings as required
Perform other specific duties and projects as assigned by management