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SkillBridge Claims Assistant

14881 Quorum Drive Suite 850, Dallas, TX 75254

Job Title: SkillBridge Claims Assistant

Company: EPIC Brokers

Location: Hybrid (Dallas, TX)

Duration: Minimum 120-day/4-month training program

Role Overview:

As a SkillBridge Claims Assistant at EPIC Brokers, you will train for a crucial role in supporting our clients throughout the claims process. Your focus will be on providing exceptional service, learning about Property and Casualty Insurance policies, and transitioning from military service to a civilian career.

Responsibilities:

Administrative Assistance:

  • Set up new claims and follow up on ongoing cases utilizing the Agency Management System.
  • Create and maintain claims reports using Microsoft Office (Excel).

Claims Reporting:

  • Respond to external client requests promptly (within 24 hours).
  • Pull claim reports and loss data from various carrier/TPA technology platforms or websites.

Client Interaction:

  • Prepare claim booklets and assist with administrative tasks.
  • Build trust and confidence by addressing client questions and issues.

Liaison Role:

  • Coordinate between clients, claims adjusters, attorneys, and medical providers.

Data Management:

  • Update company contacts sheet and assist with claims trending reports.
  • Ensure timely and accurate claim reports and claim notes.

Statistical Evaluation:

  • Perform unit statistical claim assessments.

Continuous Learning:

  • Stay informed about workers’ compensation laws, industry updates, and carrier developments.

Projection Development:

  • Create Experience Modification projections for clients and internal staff using Excel or specific platforms.

Claims Management:

  • Oversee all aspects of the claims process.
  • Respond promptly to internal staff regarding claim-related inquiries.

Marketing Efforts:

  • Prepare claims reports for renewals and new business initiatives.

Qualifications:

Experience Requirements:

  • Education: College degree preferred or equivalent working experience.
  • Military Transition: Current active military servicemember seeking a SkillBridge transition role, available for a minimum of 4 months (ideally 6 months).
  • Licensing: Willingness to study for and successfully complete Property and Casualty licensing requirements.
  • Software Proficiency: Intermediate proficiency in Microsoft Office (word processing, spreadsheets, database, Outlook, and presentation software) preferred.

Required Competencies:

  • Service Focus: Emphasis on creating customer loyalty by ensuring the highest value of service and delivering on commitments.
  • Information Seeking: Curiosity and desire to know more about things, people, or issues, going beyond routine questions to resolve discrepancies.
  • Composure and Resiliency: Ability to deal effectively with pressure, recover quickly from setbacks, and remain optimistic and persistent under adversity.
  • Communicating: Providing concise, direct, and unambiguous information, ensuring clear understanding, and effectively listening to others.
  • Conflict Management: Addressing problems openly and objectively, resolving issues in an unemotional and constructive manner.
  • Analytical Thinking: Identifying and synthesizing information from diverse sources, making connections between seemingly unrelated events, and understanding system interdependencies.
  • Accountability: Taking responsibility for performance, accepting full ownership of issues, and building trust through reliability.
  • Time Management: Managing multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.

Salary Information:

The national average salary for this role ranges from $50,000 to $65,000 in base pay (exclusive of bonuses or benefits). The actual base pay offered will be determined based on your experience, skills, certifications, education, and market data.

Compatible Military Experience:

  • Customer Service Representatives
  • Operations Managers
  • Analysts
  • Project Managers
  • Recruiters
  • Training
  • First Sergeants
  • Program Managers
  • Human Resources

Note: EPIC Brokers is committed to diversity and inclusion. We encourage applications from all qualified candidates.

WHY JOIN US? 

  • 15th Largest Broker in US
  • Voted " Best Place to Work" in the Insurance Industry
  • Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.

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