TRISTAR Insurance Group · 3 weeks ago
Central Services Telephonic Intake Operator
TRISTAR Insurance Group is seeking a Central Services Telephonic Intake Operator to serve as the initial point of contact for callers reporting new claims. The role involves managing incoming calls, providing exceptional customer service, and ensuring accurate documentation of claims.
Financial ServicesInsuranceRisk Management
Responsibilities
Answer and assist with all incoming calls, including first notice, and route them to the appropriate person or department
Manage a high-volume, multi-line telephone system effectively
Set up and enter new liability, subrogation, and first notice of loss reports in the claims/notice reporting systems or portals
Accurately document each call and its outcome in a clear, concise, and timely manner
Monitor dedicated client email inboxes for new first notice loss reports
Monitor phone lines and hold times, report excessive hold times to the supervisor for adjustment
Perform a variety of clerical duties as assigned
Maintain confidentiality and comply with HIPAA and PHI regulations
Use communication tools such as instant messaging, email, and Zoom to stay connected with team members and supervisors
Inform the supervisor of any phone system issues, customer concerns, or required escalations
Immediately report system or equipment issues, downtimes, or loss of access to remote resources
Demonstrate proficiency in transcription, data entry, and adherence to established workflows
Establish rapport with callers, guide them through the reporting process, and deliver exceptional customer service
Perform other duties as assigned
Meet administrative requirements, including productivity, time management, and Quality Assurance standards
Maintain strict confidentiality in accordance with HIPAA and PHI guidelines
Perform other job duties as assigned
Qualification
Required
High school diploma or GED required
Strong communication skills and a customer service mindset; collaborative team player
Ability to manage operator equipment such as headsets and intercoms
Proficient computer skills with the ability to work in multiple software programs and perform clerical tasks
Ability to monitor multiple phone lines with attention to detail amid frequent interruptions
Strong problem-solving skills with the ability to navigate varied situations
Excellent interpersonal, organizational, and time-management skills
Ability to set priorities and work independently
Adherence to professional standards, ethics, and company policies and procedures
Commitment to continuous quality improvement, customer service excellence, and teamwork
Excellent typing/keyboard skills (45–50 WPM) with 95% accuracy
Ability to work proficiently within various computer systems
Ability to navigate a Windows environment and utilize Microsoft 365, Outlook, Word, and Excel (create, edit, save, and send documents)
Preferred
Understanding of workers' compensation and liability claims preferred
Medical transcription or data-entry experience preferred
Bilingual in Spanish and English
Benefits
Medical, Dental, Vision, Disability & Life Insurance
401(k) plan
Referral bonus
Paid time off
Paid holidays.