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Policy Transaction Associate I

Company: CSAA Insurance Group
Location: Colorado Springs
Posted on: August 6, 2022

Job Description:

We are actively hiring for a Policy Transaction Associate I! Join us and support CSAA Insurance Group, a AAA Insurer, in achieving our goals.We are looking for motivated, innovative individuals, who think big and move fast with a passion for service excellence.Our Core Beliefs are the foundation of our culture. At CSAA Insurance Group, a AAA Insurer, we believe in Unwavering Integrity, Personal and Mutual Accountability, The Power of Inclusion, A Passion for Service Excellence, Thinking Big and Moving Fast, and Investing in Ourselves. Join us as a PolicyTransaction Associate I and put these beliefs in to play every single day!Essential responsibilities

  • Send out Subrogation demands to carriers, uninsured parties & cross-insured parties
  • Triaging complex files to Subrogation specialists
  • Processing and uploading claim documents to the claims system
  • Accurately allocate monies received to claims financials
  • With guidance from more experienced analysts, performs basic analytical activities including developing simple operational reports as well as interpreting current financial and business reports.
  • Maintains the appropriate standard reports, models, and operating procedures.
  • Documents existing policy, procedures, and processes and increases knowledge of unit deliverables.
  • Work Schedule
  • Work a Monday - Friday schedule between the hours of 7:00 a.m. - 5:00 p.m. MSTWhat would make us excited about youKnowledge, Skills and Abilities Required:
    • High School Diploma/GED or 2 years in a customer facing role, with preferred emphasis on administrative work
    • Strong mathematical skills needed
    • Perform with a high degree of accuracy
    • Place a high value on time effectiveness
    • Has basic analytical and organizational skills
    • Has basic business writing skills
    • Microsoft Office Skills
    • Ability to Analyze Information
    • Shows respect for differences through strong communication skills with people from an array of backgrounds.Preferred qualifications:
      • Basic understanding of operational / product / financial concepts as they apply to business unit and AAA
      • 0 - 2 years experience conducting financial and/or business analysis
      • Preferred: Bachelor Degree, Property and Casualty industry experience.Why join usMake a difference. We don t just go to work. We re a team of employees committed to AAA members, our communities and each other.Lifestyle. We drive strategy through innovation. We do honorable work, and we live our core beliefs.Recognition. We offer a total compensation package, performance bonus, 401(k) with a company match, and so much more!Read more about what we offer and what it is like to be a part of our dynamic team at: Benefits ( Let s work togetherSubmit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don t miss important updates from us.Headquartered in Walnut Creek, California, our community also works in Arizona, Colorado, Nevada, New Jersey and Oklahoma. Our differences, visible and invisible, make every individual at CSAA Insurance Group unique and valuable. We strive to foster a culture where all employees feel a sense of belonging and can leverage their differences to thrive. We believe in embracing our unique identities, experiences, and points of view to advance our company and reflect our communities and members.If reasonable accommodation is needed to participate in the job application or interview process please contact .CSAA Insurance Group is an equal opportunity employer.Per Nevada SB293 we are disclosing the compensation, or range thereof, for roles that will be, or could be, performed in Nevada. If performed in Nevada, this position has an hourly rate range of $17.13 - $19.04. In compliance of Colorado s Equal Pay for Equal Work Act (EPEWA) we are disclosing the compensation, or a range thereof, for roles that will be, or could be performed in Colorado. If performed in Colorado, this position has an hourly rate range of $16.27 - $18.08. The role includes an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to XX% of eligible pay.Please note, hourly or salary compensation, or the range of hourly or salary compensation available for a position may vary by location. We reserve the right to amend these benefits at any time and actual compensation will be determined at time of offer.

Keywords: CSAA Insurance Group, Colorado Springs , Policy Transaction Associate I, Other , Colorado Springs, Colorado

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