• Account Representative - CS

    Job ID
    # of Openings
    Claims Service
  • Overview

    Job Title: Account Representative - Claims Service

    Department: Claims

    Reports to:  Operations Manager

    FLSA Status: Non-Exempt

    Job Code: CS13CARN


    Summary Administers information from clients by phone, email and fax in order to process insurance claims; works with clients, adjusters, and Sales Executives on claims status, problems, and questions.


    Essential Duties and Responsibilities include the following. Other duties may be assigned.


    • Assists clients of the agency in reporting and monitoring of all personal and commercial lines claims, which includes taking initial loss notice, getting loss notice to the appropriate insurance company, communicating with insured on adjuster assignment, tracking claims payments, and following the claim until closed by the insurance company.
    • Conducts initial reviews of claims for any coverage questions, reviews any denial of coverage for accuracy and acts as a liaison between insured and insurance company adjuster.
    • Serves as contact for Adjuster and Insured for claims related issues.
    • Secures loss runs from carriers as requested. Prepares claims information for presentations as requested.
    • Resolves customer claim issues in coordination with Account Executives and Sales Executives in order to reduce E&O exposure.
    • Provides claims packets to customers and prospects as requested.
    • Follows company policies and procedures with respect to all essential duties and responsibilities of the job.


    Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    Education and/or Experience                                                  

    High school diploma or general education degree (GED); and a minimum of three months related experience and/or training; or equivalent combination of education and experience. Prior experience in claims or insurance.


    Language Skills                                               

    Ability to read and interpret documents such as insurance policies, safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.


    Mathematical Skills                                                    

    Ability to add, subtract, multiply, and divide, using whole numbers, common fractions, and decimals.


    Reasoning Ability                                            

    Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.


    Computer Skills                                              

    To perform this job successfully, an individual should have knowledge of Agency management systems; Database software; Internet software; Spreadsheet software and Word Processing software.


    Certifications or licenses

    Valid Adjuster license where required; Property and Casualty Agent license encouraged.


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