Claim Assistant

Welling Young, LLC; Dallas (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Welling Young, LLC is seeking a detail-oriented claims administrative assistant to support the claims operation in Dallas, Texas. You will answer calls, gather information, enter loss notices, and collaborate with adjusters to ensure timely and accurate processing.

We look for candidates with strong organizational and communication skills, proficiency in Microsoft Excel and Word, and a commitment to exceptional customer service in a fast-paced environment.

Qualifications

• High School Diploma or GED with 2 years work experience preferred.
• Proficient in Microsoft Office, including Excel and Word.
• Ability to perform numerical calculations accurately.
• Experience with database software and claim systems is a plus.

Responsibilities

• Courteously answer calls from insureds, claimants, agents, and other parties.
• Assist in providing and gathering necessary information promptly.
• Enter notice of loss information into the claim system and assign to adjusters.
• Identify claims needing immediate attention and elevate appropriately.
• Confirm receipt of claims and send acknowledgment letters.
• Maintain professional relationships with insureds, customers, carriers, and coworkers.
• Collaborate with adjusters to provide claims support and information.
• Document discussions and research in the electronic claim file.
• Process financial transactions including payments and voids.
• Maintain claim files, closings, and transfers; support audits.
• Prepare letters and related claim forms and correspondence.
• Create and distribute reports as needed; handle mail distribution.

Skills

Organizational skills

Customer service

Verbal communication

Written communication

Team collaboration

Attention to detail

Excel

Word

Education

High School Diploma or GED

University/College degree preferred

Experience in claims preferred

Tools

Excel

Word

Job description

Welling Young is partnering with our long-term client who is a claims administrator responsible for multiple claims programs to include commercial auto, general liability, construction, self-defense, and red flag law claims. This position will handle claims within each program's expectations and focus on the best possible claim outcomes.

We are looking for a decisive person with excellent communication skills and potential to grow with us.

Job Summary: Responsible for providing administrative support for the claims operation.

Primary Job Duties & Responsibilities:

• Courteously and promptly answer calls from insureds, claimants, agents, and any other parties.
• Assist in providing and gathering necessary information in a timely manner.
• Accurately enter notice of loss information into the claim system and assign claims to the appropriate adjuster.
• Identify claims that require immediate attention and elevate to the appropriate resource.
• Confirm receipt of claims and send acknowledgement letters.
• Maintain positive, professional relationships with insureds, customers, carriers, and co-workers to achieve optimal outcomes.
• Communicate and collaborate with adjusters to provide claims support.
• Research, obtain, and document claim information to ensure the level of service provided our customers meets/exceeds service level agreements.
• Respond to customer inquiries and accurately document discussions in electronic claim file.
• Process financial transactions to include loss and expense payments, stop payments, voids and re-issuance of payments.
• Maintain claim files to include closings, transfers, claim file audit pulls, etc.
• Process letters, and any related claim forms and correspondence.
• Assist with special projects as required/requested.
• Demonstrate a technical proficiency with all computer systems necessary for the efficient management of daily tasks.
• Document all activity on any claim in the electronic claim system.
• Create and distribute reports as needed.
• Mail distribution and processing.
• Other administrative duties as assigned.

Skills:

• High level of organization skills
• Ability to provide high level of customer experience
• Highly effective verbal and written communication skills
• Ability to work closely with others
• Requires high level of detail
• Proficient in Excel and Word

Minimum Qualifications

• High School Degree or GED required with a minimum of 2 years work experience preferred.
• Experience utilizing computer technology; such as Microsoft Office, e-mail, Web-enabled
• applications, and database software.
• Ability to accurately compute a variety of numerical calculations required.

Education, Work Experience, & Knowledge

• University/College degree or equivalent in business experience preferred.
• Entry level knowledge and skill in claims preferred.
• Basic working level knowledge and skill in various business line products.
• Strong negotiation and customer service skills.
• Able to make independent decisions on most assigned cases without involvement of supervisor.
• Openness to the ideas and expertise of others and willingness to solicit input and share ideas.
• Entry level understanding of commercial lines products, policy language, exclusions, ISO Forms is preferred but not required.
• Demonstrated coaching, influence, and persuasion skills.
• Advanced written and verbal communication skills.
• Ability to adapt to and support cultural change.
• Strong technology aptitude - ability to use business technology tools to effectively research, track, and communicate information.
• Excellent reading, speaking, and writing of the English language.