Customer Service Representative – Claims

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

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.

• 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…