Intake Specialist
4 days ago
Job Overview
This role involves working closely with technical consultants to maximize their time engaging with clients and manage intake of plan review submittals and reported impairments.
The successful candidate will conduct cursory assessments, ensure data integrity, log plan review submittals, monitor correspondence, and track follow-up activities within established timeframes.
Key Responsibilities- Perform intake of plan submittals and reported impairments for assigned territory, ensuring complete and consistent data integrity within respective systems.
- Engage with technical consultants for support with technical plan submittal review, plan reviewer assignment/dispatch, and loss expectancy development/validation.
- Establish strong partnerships with clients and team members, providing exceptional customer service.
Requirements
The ideal candidate will have:
- 6 months to 1 year of experience required to perform essential job functions.
- Excellent MS Office skills (Microsoft Word, Outlook & Excel) with ability to learn new systems.
- Detail-oriented with excellent organizational, problem-solving, and decision-making skills.
Preferred Qualifications
- Proficiency in MS 365 and proprietary business systems and workflow tools.
- Fluent reading/writing English.
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