Claims Specialist - Truck Dealership Program

Roles and Responsibilities

• Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary.
• Serve as a primary contact for truck dealership clients on claims situations.
• Maintain electronic and/or paper claims files in an orderly, up-to-date manner.
• Reporting new claims to insurance carriers.
• Maintain a suspense system to follow up on outstanding claims, correspondence, reports and necessarily follow up items.
• Maintain and facilitate as needed, ongoing communication with clients and carriers regarding claims, claims status or administrative needs.
• Use discretion, independent judgement, and management in claim handling and claims litigation aligning with agency policy and procedures.
• Update active claims spreadsheets.
• Serve as an advocate to clients and internal team to resolve claims efficiently and effectively.
• Maintain consistent communication with clientele to serve as a resource at time of claim, but also during day-to-day operations.
• Perform special projects as assigned including, but not limited to claim investigation on incidents, file management, etc.
• Perform other related duties as assigned.

Required Skills/Abilities

• Ability to travel as necessary to client meetings and office locations.
• Professional designations specific to claims or underwriting or a desire to acquire advanced insurance designations.
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.

Education and Experience Requirements

• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Experience: At least three (3) to five (5) years’ experience in similar position is desirable.

Working Conditions/Physical Demands

• Work environment characteristics and 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 occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell.
• The employee must occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• While performing the duties of this job, the employee is not exposed to weather conditions.
• The noise level in the work environment is usually moderate.