Claims Specialist

Evertec; San Juan (PR); On-site; USD 40,000 - 60,000; Full time

Job summary

Evertec is seeking a Claims Specialist to manage disputed credit card transactions, perform investigations, and resolve chargebacks while maintaining a high level of customer service. The role requires strong analytical skills, attention to detail, and bilingual English/Spanish communication.

You will process disputes, debit merchant accounts for resolved chargebacks, and provide merchants with documentation supporting the debit.

Qualifications

• Associate or Bachelor's degree in Accounting, Finance, Business Administration, or related fields.
• At least 1 year of claims management and customer service experience.
• Strong analytical skills and attention to detail.
• Proficiency in English and Spanish, written and spoken.

Responsibilities

• Provide excellent customer care with a client service mindset.
• Evaluate disputed credit card transactions and determine legitimacy of chargebacks.
• Investigate disputes and process chargebacks where appropriate.
• Debit commercial accounts for resolved merchant chargebacks.
• Perform reconciliations and provide supporting documentation to merchants.
• Assist with training and mentoring new team members.

Skills

Analytical skills

Attention to detail

Bilingual English/Spanish

Communication skills

Teamwork

Education

Accounting/Finance/Business degree

Tools

MS Office

Excel

Word

Outlook

Teams

Job description

Short Description

• Responsible for providing excellent customer care with a client service mindset with the ability to use collaborative and non-adversarial approaches in achieving diverse goals.
• Responsible for evaluating disputed credit card transactions.
• Investigates the disputes cases and determine if the chargeback if appropriate.
• Debit Commercial accounts for chargebacks resolved against merchants.
• Performs account reconciliations as part of the dispute resolution effort.
• Provides merchants with the documentation that supports the debit to their commercial accounts.
• Assists with training and developing new team members as assigned by management.
• Performs special projects and other duties as may be assigned from time to time by management.

As a Claims Specialist, your responsibilities will be:

• Responsible for providing excellent customer care with a client service mindset with the ability to use collaborative and non-adversarial approaches in achieving diverse goals.
• Responsible for evaluating disputed credit card transactions.
• Investigates the disputes cases and determine if the chargeback if appropriate.
• Debit Commercial accounts for chargebacks resolved against merchants.
• Performs account reconciliations as part of the dispute resolution effort.
• Provides merchants with the documentation that supports the debit to their commercial accounts.
• Assists with training and developing new team members as assigned by management.
• Performs special projects and other duties as may be assigned from time to time by management.

Experience

• Associate or Bachelor's degree in Accounting, Finance, Business Administration, or related fields.
• At least one (1) year of previous experience in claims management and customer service roles.
• Stay focused on central issues
• Outstanding analytical skills and attention to detail.
• Identify and resolve problems promptly, and develop alternative solutions to emerging issues.
• English and Spanish oral and written.
• High Knowledge of Word, Excel, and other related software.
• Excellent verbal and written communication skills in English and Spanish.
• Knowledge of MS Office, including Excel, Word, Outlook, and Teams.
• Highly oriented to details, internal controls, and procedures.
• Outstanding customer service skills.
• Fast learner with high initiative and proactivity traits.
• Teamwork-oriented with excellent interpersonal skills.

Education

Associate in Business Administration or Business Administration or Secretarial Science

Competencies

• Communication
• Desicion Making
• Documentation
• Expertise on System Administration
• Analysis
• Attention to Detail
• Domain expertise