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Job Details

Claim Assistant

  2026-03-22     Welling Young, LLC.     Dallas,TX  
Description:

Welling Young is partnering with our long-term client who is a claims administrator responsible for multiple claims programs to include commercial auto, general liability, construction, self-defense, and red flag law claims. This position will handle claims within each program's expectations and focus on the best possible claim outcomes.

We are looking for a decisive person with excellent communication skills and potential to grow with us.

Job Summary: Responsible for providing administrative support for the claims operation.

Primary Job Duties & Responsibilities:

Courteously and promptly answer calls from insureds, claimants, agents, and any other parties.

• Assist in providing and gathering necessary information in a timely manner.

• Accurately enter notice of loss information into the claim system and assign claims to the appropriate adjuster.

• Identify claims that require immediate attention and escalate to the appropriate resource.

• Confirm receipt of claims and send acknowledgement letters.

• Maintain positive, professional relationships with insureds, customers, carriers, and co-workers to achieve optimal outcomes.

• Communicate and collaborate with adjusters to provide claims support.

• Research, obtain, and document claim information to ensure the level of service provided our customers meets/exceeds service level agreements.

• Respond to customer inquiries and accurately document discussions in electronic claim file.

• Process financial transactions to include loss and expense payments, stop payments, voids and re-issuance of payments.

• Maintain claim files to include closings, transfers, claim file audit pulls, etc.

• Process letters, and any related claim forms and correspondence.

• Assist with special projects as required/requested.

• Demonstrate a technical proficiency with all computer systems necessary for the efficient management of daily tasks.

• Document all activity on any claim in the electronic claim system.

• Create and distribute reports as needed.

• Mail distribution and processing.

• Other administrative duties as assigned.

Skills:

• High level of organization skills

• Ability to provide high level of customer experience

• Highly effective verbal and written communication skills

• Ability to work closely with others

• Requires high level of detail

• Proficient in Excel and Word

Minimum Qualifications

• High School Degree or GED required with a minimum of 2 years work experience preferred.

•Experience utilizing computer technology; such as Microsoft Office, e-mail, Web-enabled

applications, and database software.

• Ability to accurately compute a variety of numerical calculations required.

Education, Work Experience, & Knowledge

  • University/College degree or equivalent in business experience preferred.
  • Entry level knowledge and skill in claims preferred.
  • Basic working level knowledge and skill in various business line products.
  • Strong negotiation and customer service skills.
  • Able to make independent decisions on most assigned cases without involvement of supervisor.
  • Openness to the ideas and expertise of others and willingness to solicit input and share ideas.
  • Entry level understanding of commercial lines products, policy language, exclusions, ISO Forms is preferred but not required.
  • Demonstrated coaching, influence, and persuasion skills.
  • Advanced written and verbal communication skills.
  • Ability to adapt to and support cultural change.
  • Strong technology aptitude - ability to use business technology tools to effectively research, track, and communicate information.
  • Excellent reading, speaking, and writing of the ENGLISH language.


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