Claims Representative

Summary:

A Personal Insurance Claims Representative, will be responsible for, advising clients throughout the claims process, reporting of loss, and positively advocating on behalf of the client.

Primary Job Duties and Responsibilities

• Recognize each client’s needs and respond to those needs with suggestions and recommendations regarding their insurance and their loss.
• Report and set up losses immediately. Assist and advise clients of what to expect next.
• Review coverages with client and explain if under-insured.
• Advise Company of possible fraud cases.
• Understand carrier’s procedures and requirements and be familiar with their website.
• Document all conversations with clients and companies.
• Develop and maintain a working knowledge of the agency’s management system.
• Maintain current knowledge of new products and coverage available to our clients.
• Inform and collaborate with Account Managers for potential account enhancements.
• Perform other specific duties and projects as assigned by management.

Skills and Abilities

• Excellent interpersonal skills.
• Strong verbal and written communication skills.
• A thorough understanding of all personal lines products.
• Flexibility to manage, coordinate, and prioritize assignments and responsibilities.
• Consistent attention to detail and accuracy in all aspects of work.
• Strong working knowledge of Word, Excel, and Microsoft Outlook preferred.
• Ability to adapt to change and manage stressful situations professionally.
• Ability to work in and contribute to culture of teamwork and cooperation.

Education and Experience Requirements

• High School diploma.
• Previous insurance education.
• Producer License required.