• Transcription of dictation and/or send/receive transcription to and from service, proof incoming transcription documents.
• Facilitate the data for file set-up of new assignments to the Center of Excellence; claim acknowledgement letters
• Input and maintain data into Company claims software systems as required; claim file maintenance to keep data current
• Telephone and email liaison with clients/insureds/co-workers
• Assist adjusters with sending out Reports, Proofs of Loss, monitor for return, forward to carrier for payment, and follow up for payment if required, other correspondence as needed
• Prepare Unbilled Detail Reports for invoicing and monitor adjuster’s WIP report weekly for billing and file closure
• Ensure outside contractors’ invoices are handled according to corporate procedures on a timely basis
• Assist as needed for accounts receivable, working with the Collections Manager and adjusters to maximize collection activity
• Maintenance of bordereau and records for clients, as needed, including trust accounts
• Process Incoming Funds Notice and Trust Disbursement Requests for monies in Trust
• Perform other office duties as directed by Office Manager and Regional Office Manager
• The employee should be analytical, detail-oriented, flexible, and decisive. He/she should be able to multi-task and cope with deadlines
• To perform this job successfully, the employee must possess strong communication and interpersonal skills so that effective working relationships can be developed and maintained
• The employee should be competent in utilizing office equipment including but not limited to computer, e-fax, multi-function copier/scanner, etc. as well as excellent keyboarding/typing skills
• The employee should possess a working knowledge related to the Microsoft suite of products; specifically, Outlook, Word, and Excel
• To perform this job successfully, the employee should possess a high degree of initiative and be able to work well both independently as well as within a team environment
• Other duties as assigned