Claims Representative II - Trainee

Location: Waukesha, WI, United States Department: Claims Handling - General

The Claims Rep II Trainee is a closely supervised, entry-level position in which the incumbent obtains knowledge and an understanding of claims handling through both a formal and on-the-job training program.  Upon the successful completion of the program, the Claims Rep II - Trainee is a candidate for promotion to the Claims Rep II position.

This is a hybrid role reporting to the Waukesha, WI office.

POSITION COMPETENCIES

Attention to Details

Quality Orientation

Planning & Organizing

Positive Approach

Applied Learning

ESSENTIAL DUTIES AND RESPONSIBILITITES

Demonstrates honesty; keeps commitments made to others; behaves in a consistent manner; keeps sensitive information confidential; adheres to moral, ethical, and professional standards, regulations, and organizational policies.

Listens to others and objectively considers their ideas and opinions, even when they conflict with own.

As training progresses, perform basic claims handling duties on non-complex claims, under the supervision of the Team Leader, Director ACT and Claims Service Office Manager to include:

Accurate preparation of claim file documentation

Verification of coverages where applicable

Setting/adjusting reserves

Making appropriate contacts

Identifying subrogation and salvage opportunities

Achieving best practices type settlements in the disposition of claims

Issue payments within authority to appropriate parties

Accurately and carefully follows established procedures for completing work tasks.

Takes advantage of available resources (individuals, processes, departments, and tools) to complete work efficiently; coordinates with internal and external partners.

Establishes procedures to remain aware of issues, follow up on action items, and track results (e.g., quality, quantity, cost, or timeliness).

Successfully complete prescribed professional education courses (IIA, AIC, etc.).

Complete and apply knowledge and skills developed during formal classroom and/or on-the-job training sessions, as set forth in defined training schedule.

Adheres to specific client handling instructions for each Self-Insured client.

Attends client meetings with supervisor for training purposes.

Completes quarterly excess reports in accordance with the policies provisions with supervision and guidance.

Performs other duties as may be assigned by the Team Leader, Director ACT, Claims Service Office Manager or Regional Vice President.

ADDITIONAL RESPONSIBILITIES

SPECIAL RELATIONSHIPS

The Claims Rep II Trainee has direct contact and interaction with all levels of personnel within the Claims Service Office.

As training progresses, will have direct contact with policyholders, claimants, medical and legal professionals and vendors.

QUALIFICATIONS

Education/Credentials

Bachelor's degree preferred

Adjuster’s license or be willing to obtain one as required

Experience

Experience in a customer service oriented position preferred

Technical/Professional Knowledge

Effective communication skills, both oral and written

Effective inter-personal skills

Personal Computer skills, with an emphasis on Microsoft products

Ability to work within a team-oriented, fast-paced, customer-focused environment

The compensation has been carefully determined by considering a variety of important factors, including skill sets, experience, training, and certifications. With these considerations in mind, the estimated hiring range is $45,000 - $62,000. Additionally, you may be able to participate in our annual incentive program, depending on eligibility under the plan.

JOB REQUIREMENTS (as required by ADA – Americans with Disabilities Act)

This position is primarily a sedentary position that requires occasional standing and walking throughout the office environment.

Must be able to perform computer-based tasks and access digital information necessary for job duties, including through the use of assistive technologies.

Must be able to complete computer-based tasks and utilize office equipment as needed to perform essential job functions.

Must be able to access and enter information accurately using automated systems.

Must be able to communicate effectively with internal and external clients using telephone, electronic, or other communication systems.

Must be able to present information to individuals and groups.

Must be able to interpret and apply concepts that may or may not be based upon established guidelines.

Must be able to maintain acceptable attendance and adhere to scheduled work hours.