Tate · 3 days ago
Claims Specialist
Tate is an industry leader in data center infrastructure solutions and commercial office raised access floors, recognized for over 60 years of excellence. They are seeking a highly organized and customer-focused Claims Specialist to manage and resolve customer claims, ensuring efficient tracking and resolution while collaborating with internal teams. The ideal candidate will leverage strong analytical and communication skills to enhance the overall customer experience.
IndustrialInformation TechnologyManufacturingReal Estate
Responsibilities
Log, track, and manage customer claims in Salesforce from initiation to resolution
Communicate empathetically with customers, providing timely updates throughout the claims process
Collaborate with Manufacturing, Finance, and other internal teams to investigate claims and implement resolutions
Facilitate cross-functional meetings and follow up on corrective actions to ensure accountability
Identify trends in claims, perform root cause analysis, and recommend process improvements
Provide regular reports on claim volume, resolution times, root causes, and customer impact
Maintain accurate and thorough documentation of all claims, communications, and outcomes
Escalate complex issues appropriately and ensure follow-through on resolutions
Uphold a high standard of service excellence in every customer interaction
Support continuous improvement initiatives by analyzing data and providing actionable insights
Manage multiple priorities effectively while maintaining attention to detail and quality
Qualification
Required
Bachelor's degree in business, Project Management, or a related field
3+ years of experience in customer service, claims resolution, or project coordination
Proficiency in Salesforce, Excel, and data analysis tools
Excellent communication, problem-solving, and organizational skills
Ability to drive cross-functional collaboration and manage multiple priorities
Preferred
Experience in manufacturing or B2B environments
Familiarity with root cause analysis frameworks (e.g., 5 Whys, Fishbone)
Exposure to corrective action planning
Project management certification (CAPM or PMP)
Benefits
Medical, dental, and vision benefits
401k
Legal, disability, and theft insurance
Company
Tate
Tate is a building materials company that manufactures raised access floors.
Funding
Current Stage
Late StageTotal Funding
$10MKey Investors
Rural Development Partners
2025-02-06Grant· $10M
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