
Client Setup Specialist (Entry-Level)
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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,
- 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.
- 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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Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
