Bond Claims Assistant
- Setting up electronic files with documents, dates, and well-written summaries
- Updating claimants and internal colleagues by phone and written correspondence about the status of claims
- Process mail and payment checks
- During the first 30 days: Learn about Contractors License bonds. Get to know the Claims team members. Become familiar with our file management systems. Assist with incoming and outgoing mail.
- During the first 3 months: Learn about claims terminology and documents. Set up files, documents, and summaries in Salesforce and Box.com. Prepare payment checks for claimants.
- During the first 6 months and beyond: Anticipate the needs of claims examiners on your team, and follow-through efficiently and accurately to keep the claims process running smoothly for internal and external parties. Take initiative to help other claims teams, as appropriate. Answer incoming Claims calls.
- Experience with data entry, file organization
- Success characteristics:
- Customer service mindset - eager to help, regardless of the task
- Quick to understand processes and procedures
- High attention to detail and accuracy
- Teamwork, planning and organizational skills
- Excellent interpersonal skills
- Educational requirements: High school diploma or equivalent
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