The Claims Services Coordinator works with the Claims Services Managers (CSM’s) to enhance customer service to all clients, internal staff, and other service providers.
ESSENTIAL EDUCATION AND EXPERIENCE:
Bachelor’s Degree with three (3) years in Administrative Assistance and must have strong skills in Microsoft Office, including intermediate level Excel and Word. Adaptable to on-line web-based systems.
SKILLS/COMPETENCIES REQUIREMENTS:
- High level of customer service.
- Detail oriented.
- High level of confidentiality.
- High level of accuracy.
- Ability to handle deadlines and work under pressure at times.
- Organizational, planning, and prioritization skills.
- Strong analytical, problem solving, and judgment skills.
- Works well independently and in a team environment.
- Sense of accomplishment.
- Strong initiative.
- Willingness to volunteer for projects outside normal work tasks.
- Interpersonal skills and open communication.
- Commitment to company values.
- Very proficient in Microsoft Office. (Word, Excel)
- Availability to work additional hours when needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Provide a Claims Kit to all new captive members, and setting up new members with the appropriate third party administrator when requested. – 5%
- Run monthly reports and format them as requested by member companies/vendors/brokers – 15%
- Help CSM’s schedule claim review meetings by inviting clients to participate in semi-annual (sometimes quarterly) claim reviews, schedule these reviews, and make sure all dates, times and call-in information is communicated to the client, the CSM, the broker and the TPA. Gather claim summary reports from TPA and get them to the appropriate member 3-5 days prior to the review meeting itself. – 30%
- Assist Claims Financial Analysts in identifying specific basket claims and checking input numbers. – 5%
- Assist in Risk Control Workshop presentation materials and logistics as required. Assist with reports needed for Board book materials and Captive Review Meetings. – 15%
- Provide prompt and helpful response to all requests and communications from clients (and other service providers) with a focus on quality customer service at all times. – 10%
- Assist with broadcast emails, contact information accuracy. Consult as needed on processes and output for new systems such as Pulpstream and Data Warehouse. – 20%
PRIORITIES:
Scheduling claim reviews, accuracy, reports, daily communication.
