Associate - Claim Intake

Davies; Pune City; On-site; INR 450,000 - 650,000; Full time

Job summary

Davies is seeking an Associate - Claim Intake in Pune to support the PCM Claims Intake process by accurately setting up claims, reviewing intake documents, and routing claims to the appropriate adjusters while maintaining service quality standards.

You will work with W5 and Foxit Reader-based systems, aiming for 95% quality accuracy and meeting weekly targets in a permanent full-time role within the Administration department.

Qualifications

• Professional, positive, and customer-focused attitude.
• Strong written and verbal communication skills.
• Attention to detail and ability to follow SOPs.
• Ability to manage multiple priorities and meet production targets.
• Prior insurance claims experience preferred.

Responsibilities

• Claim Setup and Intake Processing: Perform claim setup for Property (Pet) and Casualty claims as per SOP; review submission documents; run loss reports.
• Assignment and Routing Responsibilities: Assign claims to onshore adjusters per SOP; ensure timely routing and workflow management.
• Communication Responsibilities: Send ACK letters to onshore teams; maintain professional stakeholder communication.
• Systems and Documentation Requirements: Use W5 and related claims systems; review policy documents with Foxit Reader.
• Escalation Procedures: Coordinate with Team Lead/Manager Pune; AVP Operations Pune; VP Operations Pune.
• Reporting and Quality Expectations: Maintain 95% quality accuracy; meet weekly production targets; share weekly reports.
• Cross-Training and Backup Responsibilities: Participate in cross-training and provide backup across BAU processes.

Skills

Customer service

Written & verbal communication

Attention to detail

Multitasking

Insurance claims experience

Tools

W5 claims system

Foxit Reader

Job description

Associate - Claim Intake

Department: Administration

Employment Type: Permanent - Full Time

Location: Pune

Reporting To: Margaret Ramirez

Description

The primary function of this role is to support the PCM Claims Intake process by accurately setting up claims, reviewing intake documentation, routing claims to the appropriate adjusters, and maintaining service quality standards.

Key Responsibilities

Claim Setup and Intake Processing

• Perform claim setup activities for Property (Pet) and Casualty claims as per SOP.
• Review claim submission documents, emails, and supporting information.
• Run loss reports as required by SOP.

Assignment and Routing Responsibilities

• Assign claims to onshore claim adjusters as per SOP.
• Ensure timely claim routing and workflow management.

Communication Responsibilities

• Send acknowledgment (ACK) letters to onshore teams for review.
• Maintain professional communication with stakeholders.

Systems and Documentation Requirements

• Utilize W5 and related claims systems.
• Review policy documents using Foxit Reader.

Escalation Procedures

• Team Lead/Manager Pune Team
• AVP Operations Pune Team
• VP Operations Pune Team

Reporting and Quality Expectations

• Maintain 95% quality accuracy.
• Meet weekly production targets.
• Weekly production and accuracy reports shared by Team Lead/Manager.

Cross-Training and Backup Responsibilities

• Actively participates in cross-training and provides backup support across BAU processes, ensuring business continuity, operational flexibility, and consistent service delivery during team absences or peak workload periods.

Skills, Knowledge and Expertise

• Professional, positive, and customer-focused attitude.
• Strong written and verbal communication skills.
• Attention to detail and ability to follow SOPs.
• Ability to manage multiple priorities and meet production targets.
• Prior insurance claims experience preferred.