Claims Specialist - Truck Dealership Program

Description

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

As a Claims Specialist in the Shepherd family, you will assist the Truck Dealership Program service team and insurance advisors in the handling and processing of claims with Agency procedures and guidelines. With a positive attitude and excellent attention to detail and ability to problem solve, the Claims team also provides customer service to clients as assigned and requested.

ROLES AND RESPONSIBILITIES:

• Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary.
• Serve as a primary contact for truck dealership clients on claims situations. 
• Maintain electronic and/or paper claims files in an orderly, up-to-date manner.
• Reporting new claims to insurance carriers. 
• Maintain a suspense system to follow up on outstanding claims, correspondence, reports and necessarily follow up items. 
• Maintain and facilitate as needed, ongoing communication with clients and carriers regarding claims, claims status or administrative needs. 
• Use discretion, independent judgement, and management in claim handling and claims litigation aligning with agency policy and procedures.
• Update active claims spreadsheets.
• Serve as an advocate to clients and internal team to resolve claims efficiently and effectively. 
• Maintain consistent communication with clientele to serve as a resource at time of claim, but also during day-to-day operations. 
• Perform special projects as assigned including, but not limited to claim investigation on incidents, file management, etc.
• Perform other related duties as assigned.

Requirements

REQUIRED SKILLS/ABILITIES:

• Ability to travel as necessary to client meetings and office locations. 
• Professional designations specific to claims or underwriting or a desire to acquire advanced insurance designations.
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system. 

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary. 
• Experience: At least three (3) to five (5) years’ experience in similar position is desirable.

WORKING CONDITIONS/PHYSICAL DEMANDS

Work environment characteristics and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.