Insurance Claims construction advocate.

Job Description

Job Description

Duties

• Handle the initial Insurance documentation.
• Book sales appointments and coordinate schedules with the sales team.
• Follow up regularly with insurance adjusters to track claim statuses and expedite approvals.
• Communicate with clients to keep them updated on their claim process and answer inquiries.
• Handle incoming customer calls, providing information on services and addressing questions in a conversational, helpful manner.
• Make Estimates For the claim.
• Organize and maintain physical and digital claim files, scope of work documents, and estimates.

Skills

• Experience working in the construction industry, with insurance claims knowledge as a plus.
• Proven experience in an administrative or secretarial role.
• Experience in Microsoft Office Suite (Word, Excel) for drafting documents and tracking data.
• Efficient in working with CRM systems or database software.
• Basic consultative or conversational selling skills to assist clients and answer service questions over the phone.
• Strong clerical and organizational skills with great attention to detail.
• Professional communication skills, both on the phone and in writing.

Requirements

• Construction industry experience (insurance claim processing knowledge is a plus).
• Experience in office phone management, filing, and office activity coordination.
• Proficiency in computer operation, including Microsoft Office Suite and CRM software.
• Basic sales aptitude with comfort handling phone inquiries and scheduling appointments.
• Strong attention to detail and organizational skills.
• Bilingual ( Fluent in Spanish & English)