Loss Reporting Representative

Summary

Responds to incoming telephone, email, or written notification of loss. Performs duties as directed in connection with reviewing and processing of notification of loss documentation. Provides claims status updates to policyholders as requested throughout the claims adjudication cycle.

Key Accountabilities

• Receives, records, and distributes incoming loss notification correspondence to appropriate unit staff
• Performs accurate and timely processing associated with loss notification and assignment of claims
• Provides status updates to policyholders via telephone, email, or written correspondence pending claim settlement

Essential Functions

• Receives, logs, and forwards to assigned staff/independent adjuster incoming information from policyholders related to new loss reports
• Creates and distributes required documentation (both system and hard-copy) relating to pending claims
• Obtains police/fire reports, weather reports, and other information relevant to the circumstances of the potential claim
• Contacts other outside parties (mortgage companies, adjusters, policyholders, etc.) as necessary to obtain information required to complete claim processing activities
• Contacts, or responds to contacts from, claimants and other outside parties to provide accurate and timely status updates during the claim settlement process

Qualifications

• Education: High School Diploma or GED, or Associates Degree may be substituted
• Experience: Two years of customer service experience in a financial services environment, or one year of clerical support/processing experience with AFI

• Language Skills: Competent written communications skills, Excellent verbal communications skills, to include a courteous, confident demeanor and appropriate use of grammar and vocabulary
• Ability to communicate telephonically moderately complex insurance terminology to policyholders in a clear and concise manner
• General knowledge of MS Outlook and Word
• Ability to learn to utilize AFI’s computer systems for data access and entry

• Mental Abilities: Ability to quickly gather facts and information needed to determine appropriate action policyholder requests, Demonstrates sound judgment and decision-making skills, Ability to accomplish work according to established priorities and procedures

• Physical Demands: The work is primarily sedentary. The employee will generally be seated to perform the work, but will also do some walking, standing, bending, and carrying of light items (less than 10 lbs.). The noise level of the work is low. The area is adequately lighted, heated, and ventilated. Incumbent must be able to work a flexible schedule and overtime as required.

Benefits

• Full benefits package including health, dental, vision, life & disability insurance including an employee assistance program (EAP)
• 401(k) including employer match & safe harbor contributions
• Generous paid time off policy, medical leave, volunteer time off and 9 paid holidays
• Tuition reimbursement program and continuing education and re-certification opportunities
• Volunteering and community engagement opportunities