Financial Services Representative: Trainee
Core
Entry-level trainee role focused on calculating, communicating, and recovering basic benefit overpayments on LTD and STD claims within a multi-system platform.
Role type
Entry-level Financial Services Representative (Trainee)
Builds
Recovered overpayments and managed claim resolutions for LTD and STD claims
Domain
Insurance / Employee Benefits
Required skills
Claim analysis, overpayment calculation, customer service, negotiation, documentation, time management, analytical skills, written and verbal communication
Preferred skills
College degree, computer literacy, strong mathematical ability, adaptability
Technologies
BAS, NaviLink
Responsibilities
Analyze claim files to determine appropriate course of action; handle overpayment calculations and manage a caseload of claims; negotiate and bind the Company on overpayment decisions; document and code actions in claim systems; secure professional relationships with claimants and employers; participate in special projects and administrative duties.
Seniority
Entry-level, Trainee