Title: Claims Assistant
Reports to: Insurance Restoration Sales Manager
Hours: Full Time
Compensation: Salary
Position Summary / Purpose
Provide support to management in the orchestration of administrative functions.
Assist in the increase of cashflow by the consistent and accurate follow up on negotiated and agreed upon insurance claims. Provide exceptional customer service through accurate reporting and documentation updates in various insurance communication platforms.
Primary Duties and Responsibilities
Ensure GCS stays in compliance on various insurance carrier platforms
Consistent weekly follow up on restoration & mitigation billing
Accurate data entry in company CRM
Accurate data entry in carrier and partner platforms
Keep company spreadsheet updated with accurate information
Weekly follow up on all referral fees to various partners
Ensure accounting has all restoration & mitigation contract numbers
Write and submit change orders to accounting when claims are settled
Consistent and accurate communication with accounting department
Ensure restoration projects move efficiently through the sales cycle
Perform job costing for mitigation projects
Regular follow up with carrier partnerships to ensure strong relationships
Complete inner-office documentation
Regularly update clients on status of current claim
Working Relationships and Scope
Maintain timely communication and flow of information with sales, estimators, production, marketing and accounting
Performance Competencies
Oral Communication–Speaks clearly and persuasively in positive or negative situations. Able to effectively calm excited employees, adjustors and/or clients, use questioning to accurately identify the type and extent of problem, and describe the steps that will be taken. Adaptable and able to think on his / her feet.
Written Communication–Writes clear, precise, well-organized letters, proposals, and emails. The individual edits work for spelling and grammar and is able to read and interpret written information. Uses appropriate vocabulary and grammar.
Planning and Organizing–Plans, organizes, and schedules his / her time in an efficient and productive manner. Focuses on key priorities. Effectively manages multiple tasks simultaneously. Pays attention to details.
Process Orientation–Approaches tasks with an understanding of the overall set of steps involved in completing the work. Awareness of what is required for them to complete their job and what others require. Has a continuous improvement mindset–is always thinking about ways to improve and streamline business processes.
Technology–Regularly uses standard word processing, spreadsheet, and presentation software tools to enhance efficiency and accuracy of work performed. Proficient at using company-approved software applications for bookkeeping, customer information, and job notes.
Qualifications-Knowledge, Skills, and Abilities
Relentless work ethic and a high standard of excellence
High level of integrity and trustworthiness, regardless of who is watching
Humility manifested in a desire to be teachable and serve others, no matter the cost
Strong relational ability evident in being able to build rapport with and interact with various individuals
Highly organized and detailed individual who can facilitate a lot of details in a fast-paced work environment
Excellent communication skills both written and verbal
Ability to work in a team environment
Good listener
Positive and enthusiastic
Excellent time management and organizational skills
Adaptable to changing work priorities while meeting deadlines
Basic technology skills including Microsoft Office (Word, Excel), and Outlook (email
Physical Demands
The physical demands described below are representative of those that must be met 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 regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and / or move up to 10 pounds and occasionally lift and / or move up to 25 pounds.
Working Conditions
The work of this position is predominantly carried out in an office environment. Daily exposure to the shop where vehicles and equipment are housed and maintained is expected.
Noise level in the work environment is usually quiet.
