Heritage Insurance · 13 hours ago
Claims Coordinator
Heritage Insurance is seeking a Claims Coordinator to manage incoming claims and provide administrative support to claims representatives. The role involves assigning claims, maintaining documentation, and ensuring compliance with regulations while delivering excellent customer service.
Insurance
Responsibilities
Provides primary support to Claim Inquiry telephone calls and backs up Customer Service call center
Reviews incoming claims and assigns to the designated representative and/or independent adjusting firms as required based on established protocols
Receives and distributes incoming mail and processes the outgoing mail, including attaching all documents (letters, invoices) submitted by the claim representatives to the requested check
Accurately and thoroughly maintains the Claim assignment spread sheet with all claims assignments
Assists with the collection and updates of all claim documentation
Keeps Manager informed verbally and in writing of activities and problems within assigned area of responsibility; refers matters beyond limits of authority and expertise to Manager for direction
Provides updates and responds to inquiries and requests for information from management and staff as requested
Provides administrative and clerical support (filing, answering phone calls, scanning, etc.)
Communicates with co-workers, management, clients, vendors, and others in a courteous and professional manner
Supports workload surges and/or Catastrophe operations as needed to include working significant overtime during designated CATs
Participates in special projects as assigned
Maintains the integrity of the company and products offered by complying with federal and state regulations as well as company policies and procedures
Qualification
Required
High School Diploma or equivalent
Willing and able to ascertain licensure/certification within 1 year
One year experience in Claims or Customer Service area
Ability to proofread documents for correctness
Ability to respond to inquiries
Ability to operate standard office equipment
Ability to empathize with customers
Ability to actively listen to customers
Ability to deal sensitively and professionally with customers
Proficiency with Microsoft Office products
Demonstrated customer service focus
Superior customer service skills
Excellent communication skills
Ability to interact on a professional level with internal and external personnel
Results driven with strong problem solving and analytical skills
Ability to work independently in a fast paced environment
Ability to meet deadlines
Ability to manage changing priorities effectively
Detail-oriented
Exceptionally organized
Collaborative partner
Ability to contribute to a positive work environment
Preferred
Associate's Degree
4-40 Licensure
Experience in Claims or Customer Service area in the property and casualty segment
Proficiency with internet research tools
Company
Heritage Insurance
We are a super-regional property and casualty insurance holding company that primarily provides personal and commercial residential insurance products across our multi-state footprint.
Funding
Current Stage
Public CompanyTotal Funding
$25M2023-12-15Post Ipo Equity· $25M
2014-05-23IPO
Recent News
2025-12-05
2025-11-15
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