Claims Intake Specialist

About Us

Founded in 1975, rachas Group, LLC is an independent insurance and risk management company offering business, employee benefits, and personal solutions to clients of Bartlett, IL, and 50 states across the United States. rachas Group combines national strength with a local heart, working as one to deliver business, employee benefits, and personal insurance solutions. With high-touch relationships, empathy, and advocacy, we make coverage personal and clear, giving clients confidence to navigate the everyday and the unexpected.

We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our businessdelivering results to our clients and driving our company to success. We make it our job to treat them well. We recognize the importance of our employees health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees benefit needs. Our benefits package is regularly reviewed and modified to offer those benefits most valuable to both the employee and their family. Our agency understands the importance of focus and dedication, and we are looking for a permanent team member who understands delivering superior service is what separates us from the rest.

Claims Intake Specialist

Position Summary:

The Claims Intake Specialist will serve as the first point of contact for individuals filing insurance claims, assisting clients in collecting and verifying essential claim information. This role will ensure accurate documentation, facilitate the intake process, and maintain a high level of customer service throughout the claims handling. The Claims Intake Specialist will be responsible for processing claims efficiently, collaborating with team members, and ensuring that all necessary documentation is obtained to initiate the claims process.

Key Responsibilities:

Claims Intake and Processing

• Review incoming claim submissions for completeness and accuracy.
• Enter claim details into the claims management software system.
• Ensure all required documentation (accident reports, supporting evidence) is included.

Customer Service and Communication

• Respond to calls and emails from insureds or claimants regarding claims submission.
• Provide status updates on claims to insured, claimants, and agents.
• Verify information against the insured and resolve discrepancies as needed.

Data Entry and Documentation

• Accurately input data from claims into internal systems and update records regularly.
• Maintain detailed and organized records to support timely claim resolution.

Collaboration and Reporting

• Collaborate with team members to meet daily processing goals.
• Highlight any trends or workflow bottlenecks in the claims intake process.
• Assist with the preparation of claim reports and analysis to improve the intake process.

Training and Development

• Participate in team meetings or training sessions to stay updated on policy changes and system updates.
• Provide feedback to improve the claims intake process and workflow.

Issue Resolution

• Troubleshoot incomplete or incorrectly submitted claims.
• Contact claimants or third parties to gather missing information.

Qualifications:

• High School Diploma or equivalent required
• Active Property & Casualty license in the state of business preferred; ability to obtain licensure required
• Prior experience in Property & Casualty claims, insurance agency operations, and/or the insurance industry is a plus
• Proficiency in Microsoft Office Suite
• Experience with Salesforce and/or Applied Epic a plus
• Strong attention to detail with the ability to follow instructions and maintain accuracy
• Excellent written and verbal communication skills
• Ability to maintain a service-oriented attitude and build positive relationships
• Strong organizational skills, with the ability to handle multiple tasks and deadlines
• Ability to sit for extended periods and work at a computer for prolonged durations
• Ability to pass a criminal background check, as permitted by law

Schedule: Monday-Friday, 8:30am-5:00pm

Office Location: 1005 Technology Parkway, Cedar Falls, IA 50613

Benefits:

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.