The Intake Representative initiates workers’ compensation policies in the system; gathers additional information necessary to develop workers’ compensation policy quotes or proposals; works with underwriters to review and classify policies; and provides general information to policyholders. The Intake Representative will obtain claims data and/or provide information on the options available to policyholders for reporting job injuries. This position is responsible for updating claim records per request, responding to various request by email, correspondence, and or by telephone from internal/external customers.
The items listed are essential functions of the position unless otherwise stated.
Performs new business set up by completing the initial intake of new applications for coverage received from both policyholders and agents.
Work with all applicants to gather all necessary information to process application to quote status.
Works with underwriters to review and classify policies.
Work with Team Lead to orient new employees.
Track, follow up and electronically file each application received
Obtaining additional information to complete application, follow up, and follow through when that information is received
Provide weekly tally reports to management detailing application status and premium size
Research prior policies for audit completion
Assist and triage walk in clientele for certificates, policies, payments, audits, general questions, and concerns.
Responsible for responding to emails from agents, policyholder and claimants sent via contact information on our website.
Will take action on agent of record requests within specified timeframes, log each request and document outcome.
Receives initial claim information from policyholders telephonically, electronically, by email, and/or by fax.
Provides information to policyholders regarding the different options available for reporting occupational injuries.
Assist policyholders or injured workers in the completion of forms and other documents needed to file injury claims.
Analyze information received on the claim, triage the facts to determine whether further information is needed and/or what action must be taken.
Enters or updates specific claim data and claimants personal information into computer system.
Responds to various request from internal and external customers by telephone, email and/or by correspondence.
Responds and/or provides information per inquiries of claim.
May handle calls through the call center.
Nonessential function: other duties as assigned.
Reviews policy data to determine policy coverage.
Provides general or specific information to customers regarding claims or policy related issues telephonically and walk-ins.
Ability to provide excellent customer service to both external and internal customers.
Ability to work as an outstanding team member and perform based on established standards and expectations.
Ability to multi-task.
Must be detail-oriented.
Excellent communication skills.
Ability to fully analyze information received and make decisions as to next steps and action required.
Ability to write reports.
Experience in Microsoft Word
Excellent organizational skills
Proficient in Excel
Ability to effectively analyze and apply information
Ability to work individually and as part of a team
Ability to exercise consistent sound judgment
High school diploma.
Three years of full-time previous experience in customer service, policy and/or claims intake and with at least one year in the insurance industry.
Preference may be shown to candidates with previous Workers’ Compensation experience.
Property and Casualty Agent license preferred.
Applications must be received by 5 PM, Friday, November 30, 2012.
Brickstreet Mutual Insurance - 2 years ago