Claims Assistant Job Description

Claims Assistant Job Description

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Claims assistant provides clerical support to nationwide team of claims adjusters to facilitate timely and accurate management of workers compensation claims.

Claims Assistant Duties & Responsibilities

To write an effective claims assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included claims assistant job description templates that you can modify and use.

Sample responsibilities for this position include:

Research to find all policies held by the insured
Assist Claims Rep in verifying facts and coverage, and document files
Advise customers what processes are necessary for claims settlement
Enters new losses into claim system
Researches new losses
Assigns new losses
Assists with phone coverage at the front desk
Manages, organizes and routes incoming/outgoing mail
Answering phones and directing calls
Filing and organizing closed claim files

Claims Assistant Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Claims Assistant

List any licenses or certifications required by the position: SIP

Education for Claims Assistant

Typically a job would require a certain level of education.

Employers hiring for the claims assistant job most commonly would prefer for their future employee to have a relevant degree such as High School and Collage Degree in Education, Business, General Education, Department of Education, Business/Administration, Associates, Graduate, Healthcare, Technical, Management

Skills for Claims Assistant

Desired skills for claims assistant include:

Workers' compensation claims procedures and policies
Claims procedures and policies
Excel
Word
Outlook
CPT codes
Claim form locators
Health insurance
ICD Codes
MS Outlook

Desired experience for claims assistant includes:

Requires a Bachelor's degree, or three years work experience as an administrative assistant or equivalent
Requires a demonstrated proficiency in clerical and administrative functions
High school diploma required, Associates, Bachelor’s degree or paralegal certificate preferred
Customer service oriented is a plus
Completing various office reports
Picking mail up from the post office PO Box

Claims Assistant Examples

1

Claims Assistant Job Description

Job Description Example
Our company is growing rapidly and is looking for a claims assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for claims assistant
  • Maintaining file inventory
  • Transcribing statements
  • Other general administrative tasks to help the office run smoothly
  • Control losses by ensuring repairs and costs are appropriate
  • Opens, date stamps, sorts and distributes incoming mail
  • Maintains and updates records, spreadsheets and logs as assigned
  • Performs receptionist duties such as greeting and assisting visitors and guiding them to the appropriate branch personnel
  • Performs various duties relating to claim files including setting up file, maintaining file documentation and closing file at appropriate time
  • Orders, organizes and inventories office supplies
  • Performs administrative work for Adjusters and Branch Claims Supervisors, including ordering medical and police reports, briefing files, preparing claim drafts, forwarding files to other offices, preparing files for subrogation and salvage, and typing correspondence
Qualifications for claims assistant
  • Must possess basic to intermediate knowledge/proficiency of Microsoft office, e-mail and internet
  • Strong knowledge of general office practices and equipment
  • Demonstrated continual attention to detail and sound judgment
  • Knowledge of professional phone etiquette and the ability to provide excellent customer service to both internal employees and external customers
  • Capability of dealing with various personality types at all levels of the organization/department
  • Knowledge of alphabetical/numerical filing and record maintenance
2

Claims Assistant Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of claims assistant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for claims assistant
  • Serves as administrative support for Catastrophe Storm Team which often requires travel away from home for an extended period of time
  • Proficient at operating all regular office equipment, including but not limited to calculators, copiers, fax machines, computers, printers and telephone systems
  • Performs other related duties as requested by the Branch Claims Supervisor or Branch Claims Manager
  • Assists with interviews, hires and establishes colleague performance development plans
  • Put comment in claim file that you have indexed the documents
  • Complete stop pay request
  • Move salvage to copart by direction of adjuster
  • Managing claim file maintenance to include closings, transfers, splits, claim file audit pulls
  • Courteously and promptly answer calls received from various parties including 3rd party claimants
  • Entering new losses into Claim System
Qualifications for claims assistant
  • Ability to empathize with internal customers is important
  • Ability to read, evaluate and process documents
  • Possess excellent problem solving abilities
  • A minimum of 1 year of administrative, clerical or office work experience that included regular use of a computer required
  • Must have a satisfactory driving record (no more than 2 moving violations and/or at fault accidents in the past 3 years and no drug or alcohol related conviction on driving record in the last 5 years)
  • Must live in the Whitestone, NY metropolitan area
3

Claims Assistant Job Description

Job Description Example
Our company is hiring for a claims assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for claims assistant
  • Assigning new losses
  • Assisting with covering the phones at the front desk
  • Daily support for staff members
  • Additional admin duties as assigned
  • Communicate with other AEGON USA offices that might also have coverage
  • Post and route financial transactions in accordance with authority level to Claims Specialists & Managers
  • Triage queries and routing calls from external contacts
  • Assist with coordination of reconciliation and audits
  • Participate in inter-team and intra-team ad-hoc projects as required
  • Support notice of loss and claim setup processes as needed
Qualifications for claims assistant
  • Ability to effectively communicate orally and in writing with employees, physicians, management, and external business contacts and vendors in a courteous and professional manner
  • Administering and processing claims, providing an effective service to clients
  • Liaising with insurers and clients making sure that all parties are kept updated
  • Keeping up-to-date with all diarised activities, and administering accurate reporting and correspondence when required
  • Responding to incoming telephone and email enquiries
  • Must be able to prioritize tasks according to strict timelines
4

Claims Assistant Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of claims assistant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for claims assistant
  • Enters new claims in the claim system
  • Reconciles claims files, payments and prepares standard and summary reports
  • Prepares claim payments and billing statements
  • Reconciles claim payments and supports the preparation of standard and ad hoc management reports through information verification, proofreading, assembly and other related activities
  • Updates claim forms and procedural manuals
  • Works on other special projects as needed
  • Researches and follows up on customer complaints and inquiries
  • Provides clerical/administrative support
  • Composes and prepares routine correspondence and presentations
  • Schedules and coordinates meetings and maintains calendar
Qualifications for claims assistant
  • Develops basic understanding of claims guidelines
  • 1 year of prior administrative experience needed
  • 1 year in a clerical support role
  • On impacted/disputed claims, timely communicate with Claims Manager or review of claim issues and status
  • BS degree in Finance, Accounting or Business Administration, or equivalent combination of education and experience
  • 1-3 years of experience in finance or accounting preferred
5

Claims Assistant Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of claims assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for claims assistant
  • Compiles and prepares reports
  • This position has the option to work from home
  • Handling medical, dental, and financial claims
  • Organize work area and keep track of claims' progress
  • Interact with claimants and staff in person or in writing
  • Working with care core, PHCS, and workmen's compensation as well
  • Prepares and sends out Claims Acknowledgements to brokers/Underwriters
  • Responds to broker inquiries and directs requests for status of claims to appropriate file handler
  • Prepares loss runs, bordereau reports, and various claim reports on a monthly or quarterly basis to brokers, Underwriters or the Director of Claims
  • The role requires communication with several stakeholder groups, including London brokers and claims personnel, company representatives, claimants, insured’s, retail brokers, general agents, independent adjusters, and attorneys
Qualifications for claims assistant
  • Basic computer/data entry skills with the ability to type 40-45 wpm
  • Oracle Accounts Receivable and mainframe applications experience preferred
  • Must have high attention to detail with strong organization and analytical skills
  • Ability to independently in a fast-paced environment
  • 1 year of prior Claims Assistant experience preferred
  • Customer-oriented, attentive to details and able to meet tight deadlines

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