Central Services Telephonic Intake Operator

Tristar Insurance; Chicago (IL); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Life and Disability Insurance

401(k) Plan

Paid Holidays

Paid Time Off

Referral bonus

Job summary

Tristar Insurance is seeking an experienced clerk to support claims processing in Chicago. The role focuses on data entry and setup of Workers' Compensation, Liability, and Subrogation claims from in-office intake documentation.

The position requires strong attention to detail, proficiency in MS Office and CRM tools, and the ability to work under deadlines in a collaborative office environment.

Qualifications

• High school diploma or GED required.

Responsibilities

• Set up new Workers' Comp, Liability, and Subrogation claims.
• Set up intake documentation and ensure completeness.

Skills

MS Office/CRM tools

Verbal and written communication

Analytical problem solving

Teamwork and independence

Instruction following

Data accuracy

Alphabetizing and collating

Education

High school diploma or GED

Tools

CRM tools

Job description

Job Details: Level: Experienced, Job Location: Chicago Office - Chicago, IL, Position Type: Full Time, Salary Range: $20.00 - $22.00Hourly, Job Shift: Day, Job Category: Insurance

POSITION SUMMARY

Under general supervision, performs clerical and data entry tasks that assist in the processing of WC, Liability, and Subrogation claims. This position requires considerable team interaction and collaboration. Moderate interaction with the claims team, clients, management, and other TRISTAR staff in the office and within the organization is also expected. Accordingly, consistently being at work in the office, in a timely manner, is inherently required for this position.

DUTIES AND RESPONSIBILITIES

• Set up new Workers Comp claims.
• Set up new Liability claims
• Set up new Subrogation claims
• Inspect each intake to ensure all documentation is present and correct
• Follow all written procedures and guidelines as provided
• High precision in both quality and accuracy of data entry
• Promptly escalland claim intakes that require supervisor attention
• Meets daily claim filing expectations
• Performs additional job tasks in a timely manner
• May print and reconcile checks, as needed, for all branch offices
• Prepares, weighs, and meters outgoing mail
• Other duties as assigned

* Essential job function.

EQUIPMENT OPERATED/USED

Computer, scale, and meter.

SPECIAL EQUIPMENT OR CLOTHING

Appropriate office attire.

Qualifications: QUALIFICATIONS REQUIRED

Education/Experience

High school diploma or GED.

Knowledge, Skills, and Abilities

• Proficiency in Microsoft Office/Teams/Outlook and other CRM tools
• Ability to follow written and spoken instructions from supervisor and other staff members
• Ability to produce accurate and detailed work
• Excellent verbal and written communication skills
• Ability to identify when to elevate issues that require supervisor attention
• Strong analytical, problem-solving skills, and organizational skills
• Ability to react positively to shifting priorities for multiple projects simultaneously and to perform under pressure with tight deadlines
• Ability to work independently as well as effectively in a team environment
• Ability to alphabetize and collate

Other Qualifications

None

Benefits you can enjoy in this role

• Medical, Dental, Vision Insurance.
• Life and Disability Insurance.
• 401(k) Plan
• Paid Holidays
• Paid Time Off.
• Referral bonus.

MENTAL AND PHYSICAL REQUIREMENTS

1. MENTAL EFFORT

a.Reasoning development:

Follow one- or two-step instructions; routine, repetitive task.

Follow written, verbal, or diagrammatic instructions; several concrete variables.

XSolve practical problems; variety of variables with limited standardization; interpret instructions.

Logical or scientific thinking to solve problems; several abstract and concrete variables.

Wide range of intellectual and practical problems; comprehend most obscure concepts.

b.Mathematical development:

Simple addition and subtraction; copying figures, counting, and recording.

Add, subtract, multiply, and divide whole numbers.

XArithmetic calculations involving fractions, decimals, and percentages.

Arithmetic, algebraic, and geometric calculations.

Advanced mathematical and statistical techniques such as calculus, factor analysis, and probability determination.

Highly complex mathematical and statistical techniques such as calculus, factor analysis, and probability determination; requires theoretical application.

c.Language development:

Ability to understand and follow verbal or demonstrated instructions; write identifying information; request supplies verbally or in writing.

Ability to file, post, and mail materials; copy data from one record to another; interview to obtain basic information such as age, occupation, and number of children; guide people and provide basic direction.

Ability to transcribe dictation; make appointments and process mail; write form letters or routine correspondence; interpret written work instructions; interview job applicants.

Ability to compose original correspondence, follow technical manuals, and have increased contact with people.

Ability to report, write, or edit articles for publication; prepare deeds, contracts or leases, prepare and deliver lectures; interview, counsel, or advise people; evaluate technical data.

2. PHYSICAL EFFORT

a.Physical activity required to perform the job:

sedentary work: exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

XLight work:

a.Exerting up to 20 pounds of force occasionally

b.Exerting up to 10 pounds frequently

c.Exerting a negligible amount of force constantly to move objects (If the use of arm and/or leg controls requires exertion of forces greater than that for Sedentary Work and the worker sits most of the time, the job is rated for Light Work).

Medium work:

a.Exerting up to 50 pounds of force occasionally

b.Exerting up to 20 pounds of force frequently

c.Exerting 10 pounds of force constantly to move objects

Heavy work:

a.Exerting up to 100 pounds of force occasionally

b.Exerting up to 50 pounds of force frequently

c.Exerting 20 pounds of force constantly to move objects

Very heavy work:

a.Exerting in excess of 100 pounds of force occasionally

b.Exerting in excess of 50 pounds of force constantly to move objects

c.Exerting in excess of 20 pounds of force constantly to move objects

Visual requirements necessary to perform the job:

Far vision:clarity of vision at 20 feet or more

XNear vision:clarity of vision at 20 inches or less

XMid-range vision:clarity of vision at distances of more than 20 inches and less than 20 feet

Depth perception:the ability to judge distance and space relationships, so as to see objects where and as they actually are

Color vision:ability to identify and distinguish colors

Field of vision: ability to observe an area up or down or to the right or left while eyes are fixed on a given point

2. PHYSICAL EFFORT (cont.)

FREQUENCY

c.Physical activity necessary to perform the job and frequency (e.g., continually, frequently, or occasionally):

Climbing:Ascending or descending ladders, stairs, scaffolding, ramps, poles, and the like, using feet and legs and/or hands and arms. Body agility is emphasized. This factor is important if the amount and kind of climbing required exceeds that required for ordinary locomotion.

Balancing:Maintaining body equilibrium to prevent falling when walking, standing, or crouching on narrow, slippery, or erratically moving surfaces. This factor is important if the amount and kind of balancing exceeds that needed for ordinary locomotion and maintenance of body equilibrium.

Stooping:Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles.

Kneeling:Bending legs at knee to come to a rest on knee or knees.

Crouching:Bending the body downward and forward by bending legs and spine.

Crawling:Moving about on hands and knees or hands and feet.

Reaching:Extending hand(s) and arm(s) in any direction.

Standing:Particularly for sustained periods of time.

Walking:Moving about on foot to accomplish tasks, particularly for long distances.

Pushing:Using upper extremities to press against something with steady force in order to thrust forward, downward, or outward.

Pulling:Using upper extremities to exert force in order to drag, haul, or tug objects in a sustained motion.

Foot Motion:Using feet to push pedals.

Lifting:Raising objects from a lower to a higher position or moving objects horizontally from position to position. This factor is important if it occurs to a considerable degree and requires substantial use of the upper extremities and back muscles.

Fingering:Picking, pinching, typing, or otherwise working with fingers rather than the whole hand or arm as in handling.

Grasping:Applying pressure to an object with the fingers and palm.

XTalking:Expressing or exchanging ideas by means of the spoken word. Those activities in which workers must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.

XHearing:Perceiving the nature of sounds with or without correction. Ability to receive detailed information through verbal communication, and to make fine discriminations in sound, such as when making fine adjustments on machined parts.

Feeling:Perceiving attributes of objects, such as size, shape, temperature, or texture by touching with skin, particularly that of fingertips.

XRepetitive Substantial movements (motions) of the wrists, hands, and/or fingers.Motion:and/or fingers.

FREQUENTLY

3. WORKING CONDITIONS

Disagreeable job conditions to which the employee may be exposed and the frequency (e.g., continually, frequently, or occasionally) of this exposure.

WORKING CONDITION ENVIRONMENTAL FACTOR NATURE/REASON OF EXPOSURE FREQUENCY

Dirt/Dust

Noise

Temperature extremes

Dampness

Vibrations

Equipment movement hazard

Chemicals/solvents

Electrical shock

Significant work pace/pressure

Odors/Fumes

Other (specify):

Signatures

This job description has been approved by all levels of management:

Human Resources: ___________________

The employee's signature below constitutes the employee's understanding of the mental and physical requirements, essential functions, and duties of the position.

Employee____________________________ Date____________________