ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.

Specific activities may change from time to time.

1. Evaluate claims, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc.

2. Authenticate all relevant activity on assigned files and makes recommendation for additional activity as appropriate.

3. Determine where new loss claims should be reported.

4. Manage all claim documentation.

5. Use discretion to submit the necessary information and / or correspondence to the Agent or Insurer to process claims appropriately.

6. Analyze claim coverage with insurance carriers to ensure claims are paid accurately.

7. Assess eligibility status of denied claims.

8. Anticipate and meets all customer needs (both internal and external).

9. Maintain claims and suspense system ensuring follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources.

10. Process all departmental claims in a timely manner according to company policy.

11. Facilitate the training of new employees in the department.

12. Provide supervision to Claims Assistants.

13. Perform other duties as assigned.

QUALIFICATIONS

Required Qualifications :

The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. College degree with a concentration in business or equivalent work experience

2. One year of Claims handling experience

3. Ability to maintain current knowledge of the insurance industry and Claims processing ideas through regular attendance of workshops, seminars, literature reviews and / or formal continuing education

4. Ability to make independent decisions following CRC guidelines with minimal or no supervision

5. Good organizational, time management, and detail skills

6. Extensive knowledge of insurance and CRC processes

7. Ability to maintain a high level of tact and professionalism

8. Good leadership skills to influence assistants in a positive manner

9. Possess strong interpersonal skills

10. Strong verbal and written communication skills

11. Strong computer and office skills

12. Ability to work extended hours when necessary

Preferred Qualifications :

1. Commercial and multi-line knowledge

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.

Last updated : 2024-05-16