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Client Setup Specialist (Entry-Level)

Raphael and Associates
locationRutherford, NJ, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job Description

Job Overview:
We are looking for a detail-oriented and organized individual to join our team as a Claims Setup Specialist. This entry-level role is focused on the initial setup of claims, ensuring all information is accurately entered into the claims management system. You will play a key role in preparing claims for further processing by entering data, verifying policy details, and assigning claims to the appropriate adjusters.
Key Responsibilities:

  • Initial Claims Setup:
    • Review FNOL (First Notice of Loss) and ensure all necessary information is included (claimant info, loss date, incident description).
    • Enter claim details into the system, including policy info, loss type, incident description, and the claimant’s description of the event.
  • Policy Verification:
    • Cross-check claim details against the policy to verify effective dates of coverage.
    • Confirm policy and coverage details are accurately entered into the system.
    • Confirm appropriate client contact is attached to the policy
  • Assign Adjuster & Set Diary Notifications:
    • Assign the claim to the appropriate adjuster and supervisor.
    • Set adjuster diaries with new claim notifications and necessary actions.
  • Claims Acknowledgement Letters:
    • Generate and send acknowledgement letters as per client instructions,

Skills and Qualifications:

  • High attention to detail for accurate data entry and policy verification.
  • Ability to assign claims and set appropriate reminders.
  • Familiarity with claims management systems (or willingness to learn).
  • Basic insurance knowledge is a plus, but not required.
  • Strong organizational and time management skills.

Why Join Us?

  • Great opportunity to start your career in the insurance industry.
  • A supportive, team-oriented environment.
  • Competitive salary and benefits.

If you are organized, detail-focused, and looking for a role where you can make a real impact from the start, we’d love to hear from you!

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