Claims Associate

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

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