Performs other responsibilities and duties as needed. Information Management • Responsible for collecting client’s claims data from various insurance carriers or TPA RMIS Systems including loss runs. • Enter data into claims management systems and audit for accuracy, completeness, and conformity to established procedures. • Enters claim and coverage information into claim management systems. • Assist with development of claims management systems for tracking/monitoring, trending and reporting of claims statistics. • Assist with tracking of trending, unique, or significant claims. • Interact and support the account team with claim summary information as well as claim data. Internal and External Communication • Fields all questions and acts on requests concerning claim progress; time is of the essence in responding to questions and requests. • Receives and responds to routine internal/external client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff. • Is proactive in handling daily communications paying special attention to items requiring immediate attention and ensuring they are addressed by claims team. • Receives claim information from internal/external client or and verifies relevant policies for reporting to carriers and tracking in appropriate claim filing systems. • Reports claim information accurately and promptly to the appropriate insurance carrier on behalf of the internal/external client; communicates claim information to insurance carrier and internal teams. • Maintains communication with internal/external client and insurance carrier; prepares status reports on critical claims for client. • Prepares written correspondence and makes telephone calls to claims adjusters as requested by senior staff. • Helps produce communications such as newsletters, bulletins, presentations as requested by senior staff. • Meets with Producer and Commercial Insurance Department associates concerning claims progress. Claims Process Quality Assurance • Maintains and keeps records of clients. • Assists in the upkeep of carrier adjuster information. • Interact and support account team by scheduling and tracking client claims reviews. • Takes notes at claims reviews and updates tracking systems as needed. • Pulls loss runs, prepares agenda and other material for claim reviews. • Protects the confidentiality of information learned by performing the duties of the position. • Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer. Industry Knowledge • Acquires an understanding of insurance brokerage business and insurance coverages. • Researches industry trends, government regulations and relevant statute and caselaw impacting external clients. • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent • Up to three years of Client services experience is required • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) • Strong verbal and interpersonal communication skills required • Understands industry trends and governmental regulations • Ability to complete continuing education requirements as needed • Ability to attend company, department, and team meetings as required, including industry training sessions • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information • Ability to efficiently organize work and manage time in order to meet deadlines • Ability to travel by automobile and aircraft • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine • Ability to work on a computer for a prolonged amount of time • Ability to work outside of normal business hours as needed • Legally able to work in the United States