Claims Task Assistant

The Claims Task Assistant plays a vital supporting role in the claims handling process. You will work alongside our Claims Operations Associates and Executive Team, helping to keep files moving, documentation clean, and clients updated, ensuring the claims experience is smooth and professional.

This role is perfect for someone who is detail-oriented, organized, and passionate about helping others succeed.

Key Responsibilities

Client Communication Support:
✅ Provide basic status updates to clients regarding their claims timeline (not technical claim updates)
✅ Schedule inspections, meetings, and phone calls between clients, field adjusters, and carriers
✅ Monitor inbound communications (calls, emails, texts) and ensure timely routing to the correct team member

Administrative & Operational Support:
✅ Upload documents into our CRM and maintain clean, organized electronic files
✅ Prepare carrier forms, letters, and standardized documents for review and approval
✅ Track important claim milestones and deadlines, flagging delays to the Claims Associate
✅ Submit follow-up emails or documentation requests to insurance carriers under Claims Associate guidance

Internal Collaboration:
✅ Coordinate with Claims Operations Associates to ensure file readiness and smooth transitions
✅ Assist the Executive Team with administrative tasks and special projects as needed
✅ Participate in team meetings, help identify operational bottlenecks, and propose simple solutions