Customer Service Representative - Claims

Trucordia; Bellingham (WA); On-site; USD 27,552 - 30,307; Full time

Benefits offered by this job

Medical, Dental, Vision

Flexible PTO

401K

Job summary

A leading insurance brokerage is seeking a Claims Servicing Specialist who will support clients during claim events, providing education and assistance. Key responsibilities include acting as a liaison between clients and insurance carriers, ensuring service excellence, and effectively guiding clients through the claims process. Ideal candidates will possess strong communication and technical skills, and will excel in a customer-oriented environment. This role offers competitive pay with extensive benefits, and emphasizes professionalism and empathy in client interactions. Potential for career growth in a supportive company culture.

Qualifications

• Ability to obtain and maintain a Property & Casualty License.
• Demonstrate excellent communication and customer service skills.
• Possess a positive attitude and excellent interpersonal skills.

Responsibilities

• Support clients through a claim event.
• Act as a liaison between clients and insurance carriers.
• Educate clients about the entire claim process.

Skills

Excellent communication skills

Customer service skills

Technical skills

Organizational skills

Empathy

Education

Property & Casualty License

Tools

Microsoft Office

Job description

Customer Service Representative - Claims

1 day ago Be among the first 25 applicants

Extraordinary Opportunity. Exceptional Experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

As a Claims Servicing Specialist, you will support clients in educating and supporting them through a claim event. The primary responsibility of this position is to assist clients and coworkers with claim situation. This individual will act as a liaison between the client and the insurance carrier with a strong emphasis on delivering service excellence and overall insurance knowledge. This position requires advanced communication skills, listening, verbal and written, with the ability to effectively use empathy and maintain composure. Individuals must enjoy face-to-face, electronic and telephone client interactions. Individuals must maintain a positive and professional demeanor. They must have strong technical skills, and excellent interpersonal skills. While an insurance background is not required, through training the applicant will receive an in-depth working knowledge of the insurance industry, as well as knowledge of insurance coverages, policies and the claims process. The ability to learn and absorb large amounts of knowledge is needed for this role.

Duties and Responsibilities

• Achieve goals established at annual performance review
• Provide excellent customer service to clients and staff
• Take calls and meet with clients who have a claim event
• File claims with insurance companies
• Follow up as needed with insurance adjusters to make certain claim is handled properly
• Work with clients and adjusters during discrepancies/claim issues to come to a solution.
• Educate client concerning entire claim process, consequences for turning in a claim, discuss coverages, and assist clients with completing necessary paperwork
• Answer “what if” and other potential coverage questions from clients and fellow employees by reviewing the coverage and policies in place.
• Adheres to established guidelines and protocols for workflow and system documentation
• Enter and maintain accurate and clear information within agency computer system regarding client, claim, all actions and correspondence.
• Escalate issues with adjusters/carriers when appropriate to request accuracy in the claims outcome by adjuster.
• Input reserves and payments made by insurance company and notify Producer/Account Manager as appropriate of claims involving their clients
• Meet with clients or contractors offsite on a limited basis when requested by manager and producer/partner
• Follow established agency procedures and guidelines and adhere to the employee manual
• Attend all meetings as required
• Perform other specific duties and projects as assigned by management

Qualifications

• Ability to obtain and maintain a Property & Casualty License
• Demonstrate excellent communication and customer service skills
• Possess a positive attitude and excellent interpersonal skills
• Strong technical skills with competency in Microsoft Office products
• Accurate and detail oriented
• Strong organizational skills and the ability to prioritize workload to meet deadlines
• Ability to multitask on multiple tasks and projects while also having rush requests from clients and coworkers.
• Ability to remain calm, use effective empathy, and remain professional in difficult claims situations
• Ability to maintain confidentiality of information
• Prefer experience in a professional office environment

Benefits

• Medical, Dental, Vision
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

$20.00 - $22.00 an hour DOE Insurance Industry Experience

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.