Intake Process Associate - Claims

Principal Financial · Taguig

What You'll Do

Description of Time Spent

Analyze and process information received/not received to decide if claim moves to IGO or if claim follows our NIGO process where a determination is made on the claim. 25%
Communicate, both written and verbally with claimants, employers, beneficiaries, and medical providers regarding claim status and to obtain/collect information to assist with the claim process. Fully document claim and maintain claim file for all communication. Maintain accurate monthly requirements/quality. 30%
Initiate ways to improve the team and work efficiency. 10%
Provide training/coaching and act as a resource for the NIGO/IGO team. 10%
Organize, set priorities, and effectively manage caseload to ensure all requirements are met. May assist others in establishing their workload priorities. 25%

Who You Are

Qualifications

High school diploma or GED required, or 1-2 years related work experience
Ability to maintain a high degree of accuracy while being detail oriented required
Must be able to work in a team environment
Good analytical, organizational, problem solving and decision-making skills
Ability to maintain confidentiality
Strong verbal and written communication skills (must be able to communicate with individuals experiencing illnesses, financial losses, or deaths of loved ones as well as legal and/or medical professionals)
Ability to maintain good public relations with customers (employers, employees, and beneficiaries

Description of Time Spent

Analyze and process information received/not received to decide if claim moves to IGO or if claim follows our NIGO process where a determination is made on the claim. 25%
Communicate, both written and verbally with claimants, employers, beneficiaries, and medical providers regarding claim status and to obtain/collect information to assist with the claim process. Fully document claim and maintain claim file for all communication. Maintain accurate monthly requirements/quality. 30%
Initiate ways to improve the team and work efficiency. 10%
Provide training/coaching and act as a resource for the NIGO/IGO team. 10%
Organize, set priorities, and effectively manage caseload to ensure all requirements are met. May assist others in establishing their workload priorities. 25%

Qualifications

High school diploma or GED required, or 1-2 years related work experience
Ability to maintain a high degree of accuracy while being detail oriented required
Must be able to work in a team environment
Good analytical, organizational, problem solving and decision-making skills
Ability to maintain confidentiality
Strong verbal and written communication skills (must be able to communicate with individuals experiencing illnesses, financial losses, or deaths of loved ones as well as legal and/or medical professionals)
Ability to maintain good public relations with customers (employers, employees, and beneficiaries