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.