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Trucordia · 1 day ago

Customer Service Representative - Claims

Bellingham, WA

Full-time

Onsite

New Grad, Entry Level

$20/hr - $22/hr

Trucordia is a rapidly growing insurance brokerage that focuses on delivering exceptional experiences for clients and employees. As a Claims Servicing Specialist, you will support clients through the claims process, acting as a liaison between clients and insurance carriers while ensuring service excellence.

Business DevelopmentConsultingInsuranceRisk Management

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

Qualification

Property & Casualty LicenseMicrosoft OfficeCustomer service skillsCommunication skillsEmpathyInterpersonal skillsOrganizational skillsAttention to detail