Financial Services Representative: Trainee
Core
Entry-level trainee calculating, communicating, and recovering basic benefit overpayments on LTD and STD claims.
Role type
Entry-level Financial Services Representative (Trainee)
Builds
Recovered overpayments for client companies' employee benefit plans
Domain
Insurance / Employee Benefits
Required skills
Claim analysis, overpayment calculation, negotiation, documentation, customer service, time management, mathematical ability, analytical skills, written communication, verbal communication
Preferred skills
College degree, computer literacy, claim systems knowledge (BAS & NaviLink)
Technologies
BAS, NaviLink
Responsibilities
Analyze claim files to determine course of action on overpayments; Handle overpayment calculations and manage a caseload of claims; Negotiate and bind the Company regarding pursuit of overpayments; Document and code FRU actions in claim systems; Secure professional relationships with claimants and employers; Participate in special projects or administrative duties
Seniority
Entry-level, Trainee