Claim Workflow Management: Assist with the end-to-end claim workflow within our CRM ensuring cases are accurately logged, updated, and moved through each stage of the investigation process. Update profiles with notes, status changes, or other relevant information resulting from claim investigations. Update job assignments within our scheduling platform
Intake and Coordination: Assist as a point of contact for receiving and logging all incoming quality claims. Coordinate with internal Scheduling and Accounting teams to gather necessary service details, verify information, and assist with resolution actions. Communicate professionally with clients and interpreters to request missing information or clarify details needed for a complete claim. Assist with coordination of meetings between the claims team, clients, interpreters, or other internal departments
Documentation and Reporting: Conduct initial reviews of claims to ensure all required information is present before further investigation. Gather and attach all preliminary documentation to the central. Assist the Supervisor by running routine reports on claim volume, status, and resolution times
Requirements
High school diploma or equivalent; an Associate's degree is a plus
2+ years of experience in an administrative, coordinator, or support role, preferably in HR, customer service, or a quality assurance environment
Experience working with a CRM system
Proficiency in Microsoft Office Suite and/or Google Workspace
Exceptional organizational skills and a keen eye for detail
Excellent written and verbal communication skills
Proven ability to handle sensitive and confidential information with integrity
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