Claims & Survey Coordinator
HybridNeenah, Wisconsin, United States
Job Summary
Compile insurance applications for survey risks into consolidated PDFs and submit them to vendors like FISK and Premier. Review incoming survey reports for accuracy, correcting discrepancies with vendors, and save completed reports while tracking outstanding items. Prepare requirement and recommendation letters from survey reports, send them to insureds, and follow up to confirm satisfaction. Order surveys for open-market business and coordinate with underwriters to obtain requirements. Verify survey-vendor invoices against completed work, flagging errors to prevent agency charges. Log and monitor claims, following up with domestic carriers for status, payment, and reserve updates. Pull loss runs and claim details from carrier portals, reconcile claims filed directly with carriers, and capture data for reporting.
Required Qualifications
- High school diploma or equivalent
- Strong organizational and time-management skills
- Proficiency with Microsoft Office applications, including Outlook, Excel, and Word
- Strong attention to detail and accuracy
- Ability to manage multiple priorities and meet deadlines
- Effective written and verbal communication skills
Desired Qualifications
- Associate's degree in business, insurance, or related field
- 1-3 years insurance experience in claims or underwriting support helpful
- Experience working with insurance agency management systems and carrier portals
- Knowledge of commercial property and casualty insurance
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.