Claim Assistant

IFG Companies; Chapel Hill (NC); Hybrid; USD 50,000 - 52,000; Full time

Job summary

IFG Companies is seeking a Claim Assistant to support the claims department in a hybrid office setting. The role includes data entry, document management, and customer service to ensure timely, fair handling of claims.

Responsibilities cover mail processing, file retrieval, vendor management, and collaboration with underwriting. A bachelor’s degree in insurance or related field is required, with advantage for bilingual candidates.

Qualifications

• Bachelor’s degree in insurance or related field is required.
• Experience supporting a team administratively in an office setting is preferred.
• U.S. Casualty insurance industry experience is a plus.
• Bilingual in English and Spanish is a plus.

Responsibilities

• Receive and process electronic letters.
• Review and handle incoming/outgoing mail by claim number and adjuster, route and log in the internal system.
• Answer phones and respond to routine inquiries, providing status updates.
• Maintain vendor records for the claims system and process vendor payments, and collect W-9 forms.
• Request policies and underwriting files as needed.
• Communicate with underwriting on claim status.
• Request files from archives as needed.
• Assist with training on the new loss set up process.
• Gather information and maintain spreadsheets for special projects.
• Provide backup to other claim administrative staff and claim associates.

Skills

Analytical skills

Multitasking

Prioritization

Independent work

Verbal and written communication

Education

Bachelor’s degree in insurance or related field

Tools

Excel

MS Word

Job description

The Claim Assistant ("CA") plays an important role in ensuring claims are handled in a timely and efficient manner, and policyholders are treated fairly and appropriately. The role of a CA is to assist in the claims process, which can include tasks such as data entry, document management, and customer service. This individual is responsible for providing support to and for claims department team members and managers. The CA may also be responsible for answering customer inquiries, maintaining records and databases, and providing updates on the status of claims.

POSITION RESPONSIBILITIES INCLUDING

• Receiving and processing electronic letters.
• Reviewing and handling of incoming and outgoing mail by identifying claim number and adjuster, routing and logging mail via internal claims system.
• Answering phone calls and responding to routine inquiries, including handling retail agent, wholesale broker, policyholder or claimant calls on pending matters and providing updates and assistance as needed.
• Maintaining the claims system vendors; including vendor payments, obtaining W-9 forms, data entry of claim information within established production and quality standards.
• Assisting with requesting policies and underwriting files.
• Communicating with underwriting regarding claim status, as needed.
• Requesting files from archives (3rd party off site vendor) as needed.
• Training in the new loss set up process by Claim Associate.
• Assisting with gathering information and maintaining spreadsheets for special projects.
• Providing backup and supporting other claim administrative staff and claim associates.
• Other duties, as required.

KNOWLEDGE, SKILLS AND ABILITIES

• Exhibit analytical skills.
• Proficiency with Microsoft Excel, Word, and ability to learn internal claim system.
• The ability to multitask, be accurate, and be detail oriented.
• The ability to prioritize tasks, manage work, and work well under pressure while meeting deadlines.
• The ability to work well independently and with other team members.
• Excellent verbal and written communication skills.

EDUCATION, EXPERIENCE AND CERTIFICATIONS

• Required: A bachelor's degree from an accredited U.S. college/university, with a major or coursework in insurance or related fields.
• Required: Experience with office setting supporting a team administratively.
• Preferred: U.S. Casualty insurance industry experience.
• A plus: Bilingual in English and Spanish.

PHYSICAL DEMANDS

• Position is hybrid and requires the ability and the willingness to work in an IFG Companies office at least three (3) days per week if residing within a one-hour commuting distance.
• Physical demands are considered those of a climate-controlled office environment with minimal physical exertion.
• Position requires prolonged sitting, extensive utilization of computers and interactions with others in person and via phone.
• Position requires the ability and the willingness to travel when required to meet business needs.

SALARY AND BENEFITS

The salary range for this position is $50,000 to $52,000. Additionally, the position may be eligible to earn incentive compensation.

IFG Companies offers competitive compensation and benefits, currently including medical, dental, vision, 401(k), flexible spending, short-term and long-term disability insurance, life insurance, paid parental leave, vacation and other paid time off.

WHY IFG COMPANIES

Founded in 1985, IFG Companies is one of the oldest privately held insurance groups in the United States. It combines a specialty-carrier focus with long-term stability and thinking, while promoting a culture of underwriting rigor, collaboration, strategic thinking, superior technology and strong producer partnerships.

EQUAL OPPORTUNITY

IFG Companies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status or any other protected characteristic under applicable law.