Administrative Assistant
Halliwell
- Phoenix, AZ
- Permanent
- Full-time
- Review new losses with adjusters and accurately set up new assignments according to McLarens protocol. Immediate acknowledgement to client/adjuster and Policyholder.
- Assist adjusters with preparing timely reports for clients. Includes dictation, converting documents to PDF, copy appropriate parties Market Participation worksheets and update diary tasks. May include minor editing.
- Monitor calls, incoming faxes, text messages, and e-mails for your team and take appropriate actions. Respond within 24 hours.
- Every week, monitor and run the adjuster’s WIP report.
- Review unbillable files and coordinate with adjuster and billing team to move files to bill qualified status. Update diary tasks with adjuster.
- Serve as a telephone liaison to clients/insureds and other adjusters with direction from OM or assigned adjuster, as required.
- Assist with preparing and sending out Proofs of Loss, monitor for return, forward to the carrier for payment, and follow up for payment if required.
- Ensure outside contractors’ invoices are approved by the adjuster and forwarded to Corporate carriers and underwriters on a timely basis (note: please refer to the OM for other TPA OC procedures)
- Track accounts receivable, working with the Office Manager and the Accounts Receivable Team, to maximize collection activity. A/R Report to go over with adjuster per OM instructions.
- Maintain adjuster’s tasks in McLarens One system as required.
- Other duties as assigned.
- High School diploma or equivalent
- Minimum of 5+ years’ office experience
- Some experience in the insurance industry preferred
- Experience with billing, accounts receivable, and billing tasks preferred
- Strong knowledge of MS Word, MS Excel, Adobe, Outlook, and Teams
- Strong verbal, grammar, and written communication skills
- Fluency with numbers and strings of numbers
- Able to problem solve and ask pertinent questions
- Excellent interpersonal skills and ability to collaborate with others and work in a team
- Strong attention to detail and accuracy
- Organized and able to prioritize; Ability to work with minimal supervision once trained
- Must be able to remain in a stationary position 50% of the time. (Regularly).
- The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. (office & hybrid roles). (Occasionally).
- Constantly operates a computer and other office productivity machinery such as a calculator, copy machine and computer printer. (Regularly).
- Health Insurance - Medical, Dental, Vision, Life, and Disability Insurance
- Health Saving/Flexible Spending - access to flexible spending and health savings accounts
- Retirement – 401(k) program with company match
- Pet Benefits – ensuring the well-being of your extended family
- Identity Theft Insurance – offering security and peace of mind
- Wellness Programs - supports financial, physical, and mental well-being
- Career Development – fostering growth and advancement in the workplace
- Community Day of Service/Float Holiday – our Day of Service promotes community involvement, and our personal float holiday can be used as desired
- Employee Discount Program - offers exclusive discounts and deals on a wide range of products and services
- Employee Assistance Program - designed to provide life balance support and counseling.