EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in New York City. They are seeking a Claims Associate to provide excellent customer service by processing and resolving claims, while building strong relationships with clients.
Responsibilities
- Receives and processes information for first report of claim from insured, either by phone or email
- Processes claim with carrier or assists insured with gathering data required by company to settle a claim
- Sets up and maintains client service activity files and filing (electronic), scanning and copying of all required documents
- Maintains proper claim file documentation including claim notes, correspondence, faxes and emails in Sagitta and ImageRight
- Monitors and follows up on outstanding claims, updates accounts as necessary and answers inquiries
- Coordinates gathering of loss runs for claim reports
- Completes review of claim summary reports and prepares loss analysis materials
- Prepares client presentation materials with Microsoft PowerPoint, Word and Excel
- Assists in the coordination and development of client service materials for claims and risk control
- Assumes ownership of customer concerns and feedback until a resolution is successfully accomplished
- Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
- Contributes to a team effort by accomplishing related results as needed
- Performs other related support duties as requested
- Document client activity in Sagitta and ImageRight system
- Coordinate and complete Claim Summary Reports
- Assist with loss analysis reports
- Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns
- Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others’ messages
- Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and Frenkel
- Driven by an underlying curiosity and desire to know more about people, things or issues
- Develops and maintains long-term relationships with others and excels at building and maintaining friendly interactions
- Demonstrates a determination to achieve ever-increasing levels of performance
- Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity
Skills
- Ability to communicate professionally
- Strong analytical and problem-solving skills
- Excellent communication and presentation skills
- Strong organizational skills
- Strong computer skills including MS office suite, Excel and PowerPoint
- High school diploma required
- Experience with Tableau preferred
- College degree preferred
Benefits
- Generous Paid Time off
- Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
- Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
- Generous employee referral bonus program of $1,500 per hired referral
- Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
- Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
- Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
- Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
- Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
- 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
- EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
Company Overview
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. It was founded in 2007, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.edgewoodins.com.