Desktop Investigator

Essential Duties and Responsibilities

• Perform claims investigations utilizing various public record searches, record retrievals, online searches (social media and otherwise), skip traces, and facility canvasses, using desktop, telephone, and mail resources.
• Contact facilities via phone based on referral requests, type of loss, demographics, and any other pertinent factors.
• Note all contacted facilities, representative names, record retrieval protocols, and pertinent details.
• Compile results and prepare comprehensive investigative reports, following formatting and reporting protocols, and generate invoices for each report based on specific client rates and specifications.
• Review assigned cases for client requests and protocols.
• Flag files based on developed information and provide updates to appropriate parties of potential findings.
• Attend virtual and in-person meetings as delegated by management.
• Manage workload, ensuring completed investigations, including any specific requirements, are delivered as the client instructed, as well as delivered to the case management system as per protocol.
• Prioritize workload based on case deadline and urgency.
• Deliver final investigation reports and invoices to the appropriate parties (e.g., Case Director, Case Manager, Finance).
• Enter all reports and invoices into the case management system and manage each case file.

Accountabilities

• Maintain daily workload.
• Communicate and consult with team members.

Qualifications & Experience

• Excellent oral and written communication skills.
• PC literate, including Microsoft Office products.
• Strong organizational skills.
• Excellent interpersonal skills.
• Ability to work in a team environment.
• Ability to meet or exceed Performance Competencies.
• Clear and conceptual thinking ability.
• Excellent judgment.
• Troubleshooting, problem solving, analysis, and discretion.
• Ability to handle work-related stress.
• Ability to handle multiple priorities simultaneously.
• Ability to meet deadlines.
• Computer keyboarding skills.

Education & Licensing Required or Preferred

• A High School Diploma or equivalent.
• An AS/AA Degree or higher preferred.
• One (1) year of industry experience preferred.
• Or equivalent combination of education and experience.

Equipment, Software and Database Required

• Computer / Laptop (same software loaded), second monitor, email, high speed Internet.
• Access to ROC.
• Smartphone with data plan and Wi-Fi connectivity capabilities.
• Office furniture / desk / chair / file cabinet.
• Microsoft Outlook / SCOUT / ROC / VPN Access to Home office.

Transportation & Travel Requirements

N/A.

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