Claim Assistant

POSITION SUMMARY

The Claim Assistant ("CA") plays an important role in ensuring claims are handled in a timely and efficient manner, and policyholders are treated fairly and appropriately. The role of a CA is to assist in the claims process, which can include tasks such as data entry, document management, and customer service. This individual is responsible for providing support to and for claims department teams members and managers. The CA may also be responsible for answering customer inquiries, maintaining records and databases, and providing updates on the status of claims.

POSITION RESPONSIBILITIES INCLUDING

Receiving and processing electronic letters.

Reviewing and handling of incoming and outgoing mail by identifying claim number and adjuster, routing and logging mail via internal claims system.

Answering phone calls and responding to routine inquiries, including handling retail agent, wholesale broker, policyholder or claimant calls on pending matters and providing updates and assistance as needed.

Maintaining the list of vendors in the claims system; including vendor payments, obtaining W-9 forms, and data entry of claim information within established production and quality standards.

Assisting with requesting policies and underwriting files.

Communicating with underwriting on the status of a claim.

Requesting files from archives (3rd party off site vendor).

Training in and learning the new loss set up process.

Assisting with gathering information and maintaining spreadsheets for special projects.

Providing backup and supporting other claim administrative staff and claim associates.

Other duties, as required. KNOWLEDGE/SKILLS/ABILITIES

Excellent customer service skills.

Excellent analytical skills.

Proficiency with Microsoft Excel, Word and ability to learn the internal claim system.

The ability to multitask, be accurate and be detail oriented.

The ability to prioritize tasks, manage work and work well under pressure while meeting deadlines.

The ability to work well independently and with other team members.

Excellent verbal and written communication skills. EDUCATION/EXPERIENCE/CERTIFICATIONS

Required: Minimum of a high school diploma from an accredited U.S. high school, equivalent (i.e., GED) or equivalent work experience in the U.S. insurance industry.

Experience with an office setting and supporting a team administratively.

Preferred: U.S. casualty insurance industry experience.

A Plus: Spanish as a second language. PHYSICAL DEMANDS

Physical demands are considered to be that of a climate-controlled office environment with minimal physical exertion.

Position is hybrid and requires the ability and the willingness to work in an IFG Companies' Office at least three (3) days per week.

Position requires prolonged sitting, extensive utilization of computers and interactions with others in person and via phone. BENEFITS

IFG Companies offers competitive compensation and benefits, including medical, dental, vision, 401(k), flexible spending, short-term and long-term disability insurance, life insurance, long-term care, paid parental leave, vacation and other paid time off.

IFG Companies is an equal opportunity employer committed to a diverse workforce.