Claim Assistant

About the Role

The Claim Assistant ("CA") plays an important role in ensuring claims are handled in a timely and efficient manner, and policyholders are treated fairly and appropriately. The role assists in the claims process, including tasks such as data entry, document management, and customer service. This individual provides support to claims department team members and managers, answers customer inquiries, maintains records and databases, and provides updates on the status of claims.

Responsibilities

• Receiving and processing electronic letters.
• Reviewing and handling incoming and outgoing mail by identifying claim number and adjuster, routing and logging mail via internal claims system.
• Answering phone calls and responding to routine inquiries, including handling retail agent, wholesale broker, policyholder, or claimant calls on pending matters and providing updates and assistance as needed.
• Maintaining the claims system vendors, including vendor payments, obtaining W-9 forms, and data entry of claim information within established production and quality standards.
• Assisting with requesting policies and underwriting files.
• Communicating with underwriting regarding claim status, as needed.
• Requesting files from archives (3rd party off-site vendor) as needed.
• Training in the new loss set-up process by Claim Associate.
• Assisting with gathering information and maintaining spreadsheets for special projects.
• Providing backup and supporting other claim administrative staff and claim associates.
• Other duties, as required.

Requirements

• Excellent customer service skills.
• Exhibit analytical skills.
• Proficiency with Microsoft Excel, Word, and ability to learn internal claim system.
• Ability to multitask, be accurate, and detail-oriented.
• Ability to prioritize tasks, manage work, and work well under pressure while meeting deadlines.
• Ability to work well independently and with other team members.
• Excellent verbal and written communication skills.

Qualifications

• Required: A bachelor's degree from an accredited U.S. college/university, with a major or coursework in insurance or related fields.
• Required: Experience with an office setting supporting a team administratively.
• Preferred: U.S. Casualty insurance industry experience.
• A plus: Bilingual in English and Spanish.

Schedule

Position is hybrid and requires the ability and willingness to work in an IFG Companies office at least three (3) days per week if residing within a one-hour commuting distance. Position requires the ability and willingness to travel when required to meet business needs.

Physical Demands

Physical demands are considered those of a climate-controlled office environment with minimal physical exertion. Position requires prolonged sitting, extensive utilization of computers, and interactions with others in person and via phone.

Pay

The salary range for this position is $50,000 to $52,000. Additionally, the position may be eligible to earn incentive compensation.

Benefits

IFG Companies offers competitive compensation and benefits, currently including:

• Medical, dental, and vision insurance
• 401(k)
• Flexible spending accounts
• Short-term and long-term disability insurance
• Life insurance
• Paid parental leave
• Vacation and other paid time off

About the Company

Founded in 1985, IFG Companies is one of the oldest privately held insurance groups in the United States. It combines a specialty-carrier focus with long-term stability and thinking, while promoting a culture of underwriting rigor, collaboration, strategic thinking, superior technology, and strong producer partnerships.