SWBC ยท 10 hours ago
Claims Examiner II
SWBC is seeking a talented individual to review and evaluate incoming claims for payment or denial and acts as a liaison for the carrier and the financial institution. The role involves adjudicating claims, preparing necessary documentation, and assisting claimants with inquiries while ensuring compliance with company standards.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Adjudicates routine to moderately complicated Payment Protection claims and determines if benefits are payable or not; ensures claims are adjudicated within the customer service level standards established by the company with adherence to Prompt Payment of Claims Regulation respective to each state
Prepares letters and requests any information needed to make a determination on claims from insurance carrier, family, claimant, physicians, employers, and others. Submits all claims determined contestable to carriers for review and final determination
Calculates the benefit amount and ensures claims are not being overpaid or underpaid according to the provisions within the specific insurance certificate/policy form that describes the terms and conditions of the applicable coverage
Assists claimants or financial institutions via phone to answer questions, and documents such within the claim file
Maintains carrier guidance and administrative files, required logs to comply with carrier requirements, reviews and evaluates instructions provided by carriers and assists management with proper implementation
Completes request for refund form and submits to Premium Processing; verifies monthly outstanding loan balances for active and inactive financial institutions; and ensures that open accounts loan balances are verified every 6 months and closed accounts are verified each month; provides back-up assistance to the claims processor position for establishment and set-up of new claims
Qualification
Required
High School Diploma or equivalency
Minimum one (1) year of claims processing or related experience
Able to type at least 40 WPM accurately and know 10 key by touch
Working knowledge of word processing and spreadsheets preferably in Microsoft Word and Excel
Excellent organizational and interpersonal skills
Able to draft business letters
Able to read and understand medical records
Able to prioritize job duties and be detail oriented
Able to lift up to 10-20 lbs. of claim storage boxes
Able to move (push/pull) up to 50 lbs. of files and documents
Able to bend, stoop, and stand to perform filing duties
Preferred
Some college course work in medical terminology or related field
Benefits
Competitive overall compensation package
Work/Life balance
Employee engagement activities and recognition awards
Years of Service awards
Career enhancement and growth opportunities
Leadership Academy and Mentor Program
Continuing education and career certifications
Variety of healthcare coverage options
Traditional and Roth 401(k) retirement plans
Lucrative Wellness Program
Company
SWBC
SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals.
Funding
Current Stage
Late StageRecent News
2025-09-12
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