Claims- Clerk

Brief Description

Essential Duties and Responsibilities:

• Enter, update, and maintain property damage claim information with a high degree of accuracy.
• Review claim files to ensure required documentation is complete and properly indexed.
• Utilize Microsoft Excel to organize, track, analyze, and report claim data.
• Create and maintain spreadsheets, pivot tables, formulas, filters, and reports to support departmental operations.
• Verify data accuracy by comparing information across multiple systems and correcting discrepancies.
• Scan, upload, and electronically file claim documents.
• Monitor department inboxes and distribute correspondence as needed.
• Aid adjusters with administrative tasks related to property damage claims.
• Process incoming mail, invoices, estimates, and supporting documentation.
• Generate daily, weekly, and monthly reports for management.
• Maintain organized electronic records in accordance with company policies.
• Communicate professionally with internal departments regarding claim documentation and status updates.
• Perform other administrative duties as assigned.

Requirements

• A high school diploma or equivalent is required.
• Previous clerical, administrative, insurance, or claims support experience is preferred.
• Strong data entry skills with exceptional attention to detail are essential.
• Intermediate to advanced proficiency in Microsoft Excel, including: Formulas (SUM, IF, VLOOKUP/XLOOKUP preferred), Sorting and filtering data, Pivot Tables, Conditional formatting, Basic chart creation.
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel).
• The ability to learn multiple computer systems quickly is important.
• Strong organizational and time management skills are necessary.
• Excellent written and verbal communication skills are required.
• The ability to prioritize workload and meet deadlines in a fast-paced environment is crucial.
• The ability to handle confidential information professionally is expected.
• Effective interpersonal skills and a collaborative work ethic are valued.
• A self-motivated individual who can work independently and as part of a team is preferred.

Physical Requirements

• Prolonged periods of sitting and working at a computer.
• Frequent use of keyboard and mouse.

Summary

Fred Loya Insurance is a leading auto insurance company dedicated to providing affordable and reliable insurance solutions to our customers. With a strong presence across multiple states, including California and Colorado, we are committed to delivering exceptional service and fostering a supportive work environment for our employees. As we continue to grow, we are seeking talented individuals to join our team and contribute to our mission of excellence.