The Role
Assist clients with claim reporting and monitoring, educate them on the claims process, and support the Commercial Claim team using Microsoft Office tools.
Summary Generated by Built In
Essential Functions
- Assist clients with claim reporting by collecting relevant information and submitting on their behalf.
- Obtain confirmation of new claims including claim number and adjuster assignment.
- Effectively utilize MJ’s client management system and document management system in order to appropriately document claim activity.
- Provide ongoing monitoring of open claims through internal diary system. Obtain status from carrier based on type of claim and severity.
- Educate clients on the claim handling process.
- Address client claim-related concerns and inquiries on a daily on-demand basis. Respond to pre-determined internal inquiries, obtaining and relaying information as requested.
- Assist with formal client onboarding to include tailored form creation and carrier website access and training.
- Complete annual checkup of special handling guidelines per client
- Collaborate with and support the Commercial Claim team.
Technical Functions
- Proficient in the use of Microsoft Office Products: Excel, Word, Outlook
- Entry level knowledge of property/casualty insurance
- Effectively utilize access to various carrier websites, developing proficiency in navigating portals
Physical Demands
This position is mostly sedentary. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required Education
- Bachelor’s degree in business or related area; work equivalent
- Property & Casualty license (or ability to obtain)
- A minimum of 1 year experience in the insurance industry in a Claims or related position
- Demonstrated skills: sense of urgency, detail-oriented, excellent organizational and time management skills
- Proven ability to work independently with minimal supervision as well as collaborate among the team daily and contribute to MJ’s culture.
- Excellent verbal and written communication skills; professional presentation
Top Skills
Excel
MS Office
Outlook
Word
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The Company
What We Do
The MJ Companies exists to inspire the success, fulfillment, and wellbeing of each person it serves: associates and their families, business partners, clients, and the community.
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