Claims Representative Job at Sammons Financial Group (Sioux Falls)

Job Description

Responsible to provide customer service to Agents, Policyowners, Beneficiaries, Attorneys, and various other authorized parties through professional verbal communication skills for both the life and annuity lines of business. Handle all incoming initial notification of claim calls by researching and reviewing the policy/contract data file to determine coverage under the policy provisions and to whom policy benefits are payable. Adhere to various legislation or settlement agreement requirements related to the handling of Claims calls.

Job Responsibility

Focus primarily on answering phone calls for both life and annuities lines of business from beneficiaries, agents, policyowners, 3rd parties or others by telephone using a professional and friendly approach
inquiries are also to be handled in a precise, thorough manner with attention to grammatical correctness and professional tone
Handle all incoming initial notification of claim calls by researching and reviewing the policy/contract data file to determine coverage under the policy/contract provisions and to whom the policy benefits are payable
Correspond via telephone to assist internal and external customers with claims and benefits questions in a professional and customer centric manner
Research inquiry and provide additional information using escalation process to leadership as necessary
Acquire and maintain a working knowledge of company products as they pertain to the Claims Department across line of business (life and annuity)
Acquire and maintain basic system, tax procedure and compliance knowledge as it pertains to the Claims Department
Identify, communicate and proactively work to solve problems or issues before a service breakdown or complaint occurs
Utilize multiple systems as well as Microsoft Word, Excel and Outlook
Positive professional approach
Openly discuss concerns within the area and/or team and provide ideas for improvement
Promote teamwork by supporting team members and sharing knowledge
Continued department training on additional job functions for department advancement
Look for ways to improve a process and/or procedure and openly discuss your thoughts
Assist management with determining and implementing efficient workflow methods
Track and provide customer feedback via ACT by listening to the voice of the customer
Drive to meet/exceed all performance goals including KPIs (key performance indicators), SLAs (service level agreements) and other communicated standards
Proactively participate in daily huddle board discussions offering ideas, insights and support
Actively participate in problem solving sessions (standard work, root cause problem solving, etc.) as requested by your manager
Take ownership of implementing standard work and other changes into your daily work processes
Continuously strive to create a positive customer experience throughout all customer interactions, request processing/handling, and problem-solving efforts
Work on special projects as needed
All other duties as assigned by manager in an effort to support all Claims Department process, procedure and responsibilities
Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity)
As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands
Other duties as assigned

Requirements

Bachelor's Degree Preferred
2-4 years' Insurance or Annuity/Life Claim experience Preferred
Must have the ability to communicate effectively and tactfully with agents, policyholders and beneficiaries
Must have knowledge of and ability to maneuver through multiple information screens
Previous customer service experience preferred
Must have strong organizational skills
Strong problem solving skills
Ability to work efficiently and independently or in a team environment
Able to adapt to frequent change
An appreciation for detail and problem solving skills
Computer skills, PC, Microsoft Office
Excellent verbal and written communication skills
Criminal background check required

What we offer

Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay
Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
Healthy balance between work and personal lives
Friday afternoons off all year long, competitive PTO, and generous number of paid holidays
Incentive program for defined goals subject to eligibility and performance
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture

Sammons Financial Group - All Job Offers

Select Country

Claims Representative

Job Description

Job Responsibility

Requirements

What we offer

Looking for more opportunities?

Claims Representative

Claims Representative

Medical Claims Representative

Customer Service And Claims Representative

Claims Representative Entry Level

Workers Comp Senior Claims Representative

Claims Representative Entry Level

Workers Compensation Med Only Claims Representative

Senior Claims Representative

Our AI answers in your language