Claims Services Coordinator

The Claims Services Coordinator works with the Claims Services Managers (CSM’s) to enhance customer service to all clients, internal staff, and other service providers.

ESSENTIAL EDUCATION AND EXPERIENCE: Bachelor’s Degree with three (3) years in Administrative Assistance and must have strong skills in Microsoft Office, including intermediate level Excel and Word.


  • High level of customer service
  • Detail oriented
  • High level of confidentiality
  • High level of accuracy
  • Ability to handle deadlines and work under pressure at times
  • Organizational, planning, and prioritization skills
  • Strong analytical, problem solving, and judgment skills
  • Works well independently and in a team environment
  • Sense of accomplishment
  • Strong initiative
  • Willingness to volunteer for projects outside normal work tasks
  • Interpersonal skills and open communication
  • Commitment to company values
  • Very proficient in Microsoft Office (Word, Excel)
  • Availability to work additional hours when needed


  • Provide a Claims Kit to all new captive members, and setting up new members with the appropriate third party administrator when requested
  • Run monthly reports and format them as requested by member companies/vendors/brokers
  • Help CSM’s schedule claim review meetings by inviting clients to participate in semi-annual (sometimes quarterly) claim reviews, schedule these reviews, and make sure all dates, times and call-in information is communicated to the client, the CSM, the broker and the TPA. Gather claim summary reports from TPA and get them to the appropriate member 3-5 days prior to the review meeting itself
  • Assist Claims Financial Analysts in identifying specific basket claims and checking input numbers
  • Assist in Risk Control Workshop presentation materials and logistics as required. Assist with reports needed for Board book materials and Captive Review Meetings
  • Provide prompt and helpful response to all requests and communications from clients (and other service providers) with a focus on quality customer service at all times
  • Assist with broadcast emails, contact information accuracy. Consult as needed on processes and output for new systems such as Pulpstream and Data Warehouse

PRIORITIES: Scheduling claim reviews, accuracy, reports, daily communication


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