The Claims Intake & Triage Associate supports the intake and setup of new claims, ensuring accurate data entry and timely processing. This role focuses on foundational claim setup tasks while developing an understanding of claims workflows, systems, and client requirements.
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Receive and process new claim submissions from internal and external sources
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Enter claim data accurately into the claims management system
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Verify completeness of documentation and follow up for missing information
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Assist with initial claim file setup and organization
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Route claims based on predefined rules and guidance from senior team members
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Support workload distribution across adjusters
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Escalate unclear or complex cases for review
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Ensure data accuracy and completeness in system entries
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Follow established procedures and compliance requirements
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Maintain organized and audit-ready claim documentation
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Meet turnaround time expectations for claim intake
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Support process improvement efforts and workflow organization
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High school diploma or equivalent required; associate or bachelor’s preferred
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0–2 years of administrative, claims, or insurance experience
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Strong attention to detail and data entry accuracy
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Basic computer and systems proficiency
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Strong organizational and communication skills
