Claims Coordinator Job at Heritage MGA LLC

Heritage MGA LLC Tampa, FL 33607

Position Summary:

Assigns incoming claims to the appropriate claims representative based on established protocols. Provides administrative and clerical including data entry, and mail processing support to the Claim Representatives.


Responsibilities:

  • Provides primary support to Claim Inquiry telephone calls and backs up Customer Service call center.
  • Reviews incoming claims and assigns to the designated representative and/or independent adjusting firms as required based on established protocols.
  • Receives and distributes incoming mail and processes the outgoing mail, including attaching all documents (letters, invoices) submitted by the claim representatives to the requested check.
  • Accurately and thoroughly maintains the Claim assignment spread sheet with all claims assignments.
  • Assists with the collection and updates of all claim documentation.
  • Keeps Manager informed verbally and in writing of activities and problems within assigned area of responsibility; refers matters beyond limits of authority and expertise to Manager for direction.
  • Provides updates and responds to inquiries and requests for information from management and staff as requested.
  • Provides administrative and clerical support (filing, answering phone calls, scanning, etc.)
  • Communicates with co-workers, management, clients, vendors, and others in a courteous and professional manner.
  • Supports workload surges and/or Catastrophe operations as needed to include working significant overtime during designated CATs.
  • Participates in special projects as assigned.
  • Maintains the integrity of the company and products offered by complying with federal and state regulations as well as company policies and procedures.


Qualifications:

  • High School Diploma or equivalent is required; Associate’s Degree preferred. A combination of education and significant directly related experience may be considered in lieu of degree.
  • 4-40 Licensure a plus; must be willing and able to ascertain licensure/certification within 1 year.
  • One year experience in Claims or Customer Service area; in the property and casualty segment preferred.
  • Ability to proofread documents for correctness, responds to inquiries, and is able to operate standard office equipment.
  • Ability to empathize with, actively listen to, and deal sensitively and professionally with customers, many of whom are experiencing the stress of a claim situation.
  • Proficiency with Microsoft Office products required; internet research tools preferred.
  • Demonstrated customer service focus / superior customer service skills.
  • Excellent communication skills and ability to interact on a professional level with internal and external personnel
  • Results driven with strong problem solving and analytical skills.
  • Ability to work independently in a fast paced environment; meets deadlines, and manages changing priorities effectively.
  • Detail-oriented and exceptionally organized
  • Collaborative partner; ability to contribute to a positive work environment.



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