Insurance Claims construction advocate.

Published: 6/14/2022

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)