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Centralized Intake Associate Property

Role overview

Summary

This role is for setting up claims in the claims management system at Sedgwick. It serves as a link between clients and the company, ensuring accurate claim initiation and supporting excellent service delivery.

Qualifications

  • High School Diploma or GED required.
  • Two (2) years of related experience or equivalent combination of education and experience required.
  • Strong oral and written communication skills.
  • PC literate, including Microsoft Office products.
  • Good organizational skills.

Responsibilities

  • Review incoming emails to identify and gather necessary claim details.
  • Input claim information into the system according to organizational protocols.
  • Verify the completeness and accuracy of submitted documents.
  • Assign claims using provided tools and determine claim-specific coding requirements.

Key facts

Hard skills

Other skills

  • Report Writing
  • Microsoft Office
  • Communication
  • Organizational Skills
  • Teamwork
  • Problem Solving

About the company

EFI Global logo

EFI Global

  • Engineering Services
  • SME
  • 501–1,000
Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, to becoming a recognized leader in engineering failure analysis, origin and cause investigations, environmental consulting, laboratory testing and specialty consulting. Each member of our multi-disciplinary team of more than 700 professional engineers, fire investigators, architects and scientists was selected for his or her technical proficiency, in-depth industry knowledge and commitment to professional integrity. Together, our diverse backgrounds and collective insights empower clients to make better-informed business decisions. This expertise, coupled with the extensive coverage of more than 62 national offices plus offices in Canada, the United Kingdom and Brazil to provide global work abroad capability, has earned us a reputation for delivering timely responses that consistently meets our clients’ expectations — anytime, anywhere. EFI Global currently provides engineering services in the state of North Carolina by our partner firm, EFI Global of North Carolina, P.C. We also provide engineering services in the states of New York and New Jersey by our partner firm, EFI Global Engineering of New York, P.C. EFI Global is part of the Sedgwick family of companies, a global leader in the independent insurance claims industry.

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Job description

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve.

Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies

Certified as a Great Place to Work®

Fortune Best Workplaces in Financial Services & Insurance

Centralized Intake Associate Property

PRIMARY PURPOSE: Accurately sets up claims in the claims management system by collecting, verifying, and adding essential information received via email or verbal communication. This role serves as a vital link between the client and Sedgwick, ensuring timely and accurate claim initiation, which lays the foundation for excellent service delivery.

ESSENTIAL FUNCTIONS and RESPONSIBILITIES

  • Reviews incoming emails to identify and gather necessary claim details.
  • Inputs claim information into the system according to organizational protocols.
  • Verifies the completeness and accuracy of submitted documents.
  • Assigns claims using provided tools, including the “All Clients List” and specialized spreadsheets to identify the appropriate client, apply special instructions, and determine claim-specific coding requirements such as office code.
  • Collaborates with relevant parties to gather necessary claim information and ensure accurate setup.
  • Maintains quality by accurately following client-specific set-up instructions and ensuring all required data is correctly entered. This includes verifying client information in CTABS and ensuring acknowledgements are sent to the appropriate parties.
  • Documents meeting minutes as needed to ensure accurate record-keeping and follow-up.

ADDITIONAL FUNCTIONS and RESPONSIBILITIES

  • Performs other duties as assigned.

QUALIFICATIONS

Education & Licensing

High School Diploma or GED required.

Experience

Two (2) years of related experience or equivalent combination of education and experience required.

Skills & Knowledge

  • Strong oral and written communication skills
  • PC literate, including Microsoft Office products
  • Analytical and interpretive skills
  • Good organizational skills
  • Ability to create and complete comprehensive, accurate and constructive written reports
  • Ability to work in a team environment
  • Ability to meet or exceed Performance Competencies

WORK ENVIRONMENT

When applicable and appropriate, consideration will be given to reasonable accommodations.

Mental:  Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines

Physical:  Computer keyboarding, travel as required

Auditory/Visual:  Hearing, vision and talking

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description.  They are not intended to constitute a comprehensive list of functions, duties, or local variances.  Management retains the discretion to add or to change the duties of the position at any time.

Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.

If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.

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