Claims Representative II - Trainee

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.