Claims Specialist

Intelliswift - An LTTS Company; Coppell (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Intelliswift - An LTTS Company in Coppell, TX seeks a Claims & Settlements Specialist to investigate OS&D claims, audit POD/BOL, and resolve carrier disputes. You will collaborate with Warehouse Operations, Billing/Settlement, Customer Service, and Transportation to reconcile discrepancies and recoveries.

The role demands strong negotiation, high attention to detail, and the ability to interpret contracts and insurance guidelines, with ERP system and advanced Excel experience.

Qualifications

• Experience using logistics ERP systems (e.g., SAP).
• Strong Microsoft Excel skills (VLOOKUP, pivot tables, data reconciliation).
• Ability to interpret contracts and insurance guidelines.

Responsibilities

• Investigate OS&D claims, shipment refusals, and carrier disputes.
• Audit POD, BOL, shipping docs, and inspection photos for claim legitimacy.
• Research deductions and overpayments to determine credit or chargebacks.
• File and track freight claims with carriers, freight forwarders, and underwriters.
• Negotiate settlements and recoveries per carrier liability rules and insurance coverage.
• Maintain and update claims aging reports to minimize outstanding balances.
• Cross-functional coordination with Warehouse Operations, Billing/Settlement, Customer Service, and Transportation teams to resolve discrepancies.
• Coordinate with Accounting/Finance to reconcile AR/AP impacts from deductions and settlements.
• Track claim trends and metrics to identify bottlenecks and improvements.

Skills

Negotiation

Conflict resolution

Attention to detail

Tools

SAP

Cello Logistics Platform

WMS/TMS

Excel

Job description

• Investigate OS&D (Overage, Shortage, and Damage) claims, shipment refusals, and carrier disputes.
• Audit Proof of Delivery (POD), bills of lading (BOL), shipping documentation, and inspection photos to verify the legitimacy of claims.
• Research deductions, customer disputes, and overpayments to determine whether credit is warranted or whether chargebacks/repay letters need to be issued.
• File and track freight claims with carriers, freight forwarders, and insurance underwriters.
• Negotiate settlements and recoveries according to carrier liability rules, contracts, and insurance coverage.
• Maintain and update claims aging reports to minimize outstanding balances.

Cross-Functional Collaboration & Settlement

• Work closely with Warehouse Operations, Billing/Settlement, Customer Service, and Transportation teams to resolve operational discrepancies.
• Coordinate with Accounting and Finance teams to reconcile accounts receivable (AR)/accounts payable (AP) impacts from deductions and settlements.
• Track claim trends and metrics (e.g., claim frequency by carrier, product type, or region) to identify systemic operational bottlenecks.
• Recommend packaging, handling, or routing process enhancements to mitigate recurring cargo damage or loss.

Qualifications & Skills Required

Technical Skills

• Proficiency in logistics and ERP systems (e.g., SAP, Cello Logistics Platform, WMS/TMS).
• Advanced Microsoft Excel skills (VLOOKUPs, pivot tables, data reconciliation).
• Strong negotiation and conflict-resolution skills for handling carrier and vendor disputes.
• High attention to detail and ability to interpret contracts and insurance guidelines.