Intake Specialist

Remote, CA, Canada

Job Description

Charles Taylor is an independent, global provider of claims solutions, insurance management services and technology platforms for all property and casualty markets, including commercial property, workers' compensation, and auto/liability. We offer complex loss adjusting, technical services, third-party administration, and managed care programs with specialization in catastrophic, aviation, energy, and marine claims. With over 100 years of expertise at our core, we offer a comprehensive suite of solutions across all lines of business to help our clients manage risk.
Charles Taylor is currently searching for a qualified Intake Specialist. The Intake Specialist will establish a new claim promptly. They will examine and verify policy coverage and route calls as appropriate. The hours for this position will be Sunday through Thursday from 8:00am to 4:30pm eastern time.

Essential Job Functions


Verify appropriate coverage on policies. Establish new claims and provide claim numbers to callers while on the phone. Communicate with external parties as necessary to manage claims effectively. Upload documents into the OnBase system upon creation. Dispatch necessary documents to relevant parties. Screen incoming calls and direct them to the appropriate handling parties. Process payments.

Skills and Abilities


Strong alpha/numeric data entry skills of 8,000 keystrokes with a 5% or below error rate Strong organizational skills. Ability to work independently and in a team environment under general management direction to complete all assignments. Availability to work weekends and holidays. Ability to write business emails. Good telephone and communication skills. Return internal email replies within one business day or less. Prompt and regular attendance to pre-approved office schedule.

Experience/Education/Licensing Requirements


Data entry experience in an office environment. Prior knowledge of automobile and property policies preferred.

Physical Requirements


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Must be able to work under conditions that require sitting, computer keyboarding, talking, hearing and seeing. Clear and conceptual thinking ability, excellent judgment, troubleshooting, problem solving, analysis, and discretion, ability to handle work related stress; ability to handle multiple priorities simultaneously and to meet deadlines.

Why join Charles Taylor?


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We are very proud of the fact that nine out of ten of our people recommend Charles Taylor as a place to work. We pride ourselves on having a positive work environment where our people are empowered to make the best decisions and where learning is valued highly and shared across our business.
We are very committed to ensuring our people are given continuous learning and development. As well as structured induction programs and job training, we provide study support for relevant professional qualifications and have a Core Learning & Development Curriculum.

Equal Opportunity Employer


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Here at Charles Taylor we are proud to be an Inclusive Employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital/ family status, race, religion, sex or sexual orientation.
Our external partnerships and the dedicated work we do in promoting a transparent and fair recruitment and selection process all contribute to the successful, inclusive and diverse culture and environment which we are proud to be a part of at Charles Taylor.

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Job Detail

  • Job Id
    JD3263927
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Remote, CA, Canada
  • Education
    Not mentioned