Job Title: Account Executive – Claims Service
Reports To: Claims Manager
FLSA Status: Exempt
Job Code: CS12CAEE
Summary Administers information from clients by phone, email and fax in order to process insurance claims; work with clients, adjusters, and Producers on claims status, problems, and questions. Additional responsibility for managing claims, collaborating with insureds and assisting with problem solving in conjunction with Account Executives and Producers.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Reports claims for clients. Reviews claim forms and related documents for completeness. Calls or writes insured or other involved persons for missing information and posts or attaches information to claim file. Works directly with both insureds and claimants to identify new claims. Follows up on claims to secure Adjuster and claim number. Updates claim reporting information for companies. Follows up on claim acknowledgements and adjuster assignments for large claims as appropriate.
Serves as contact for Adjuster and Insured for claims related issues.
Resolves coverage questions or refers to Claims Consultant, Director of Claims, Account Executives or Account Managers as appropriate.
Secures loss runs from carriers as requested. Prepares claims information for presentations as requested.
Resolves customer claim issues in coordination with Account Executives and Producers 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.
May issue carrier claim checks as required. Check issuance will follow carrier guidelines as well as Agency procedures.
Carries out supervisory responsibilities in accordance with the Agency's policies and applicable laws as required. Responsibilities include interviewing and training employees; planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems.
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 three years related experience and/or training; or equivalent combination of education and experience.
Ability to read and interpret documents such as 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.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
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.
To perform this job successfully, an individual should have knowledge of Contact 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 preferred.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee must occasionally lift and/or move up to 10 pounds.