Demo

Claims Coordinator I - Hybrid

Wells Enterprise
Le Mars, IA Full Time
POSTED ON 3/9/2025
AVAILABLE BEFORE 6/8/2025

Job Description

Under general supervision, provide financial, administrative and clerical services related to Customer Claims functions to ensure effective, efficient and accurate financial and administrative operations while complying with established policies and procedures

  • Claims / Deductions - Responsible for gathering, researching, and accessing relevant documentation to support account specific claims / deduction data in an accurate and timely manner. When applicable, dispute unapproved and inaccurate deductions with external customers to receive repayment.
  • Settlement - Responsible for resolving and settling claims within established corporate policies, procedures and practices in an accurately and timely manner.
  • Financial and Data Monitoring - Responsible for monitoring data for approved customer spending programs and direct payment. Flag and report any inconsistencies to management. Responsible for prompt and accurate resolution of trade settlements and reasonable and calculable accrual of trade spend liabilities. Monitor specific accrual levels as to provide feedback pertaining to business development / promotional funds.
  • Post Audit - Analyze and process customer post audits for assigned accounts. This includes validation by using a variety of software application and resources to substantiate findings.
  • Rebates - Responsible to calculate and process program rebates on a monthly, quarterly and / or annual basis for assigned accounts and end user contracts, ensuring payments are accurate and paid within established turnaround time.
  • Communication - Communicate customer driven behaviors and trends causing increased claims activities and invalid deduction. Develop effective working partnerships with customers, brokers, and internal customers to identify and resolve non-compliant behaviors / issues.
  • Process Improvements - Continually provide feedback to improve policies, practices and procedures.
  • Team Resource - May serve as a resource to assist other team members by cross-training, answering questions, providing solutions, and / or serving as back up as needed.

Qualifications

In addition to the responsibilities listed above, other duties may be assigned by your supervisor, as dictated by business necessity.

  • Associates Degree, in Accounting, Business or Related field or equivalent work experience.
  • Prefer 1-3 years of related customer service or financial administrative support experience.
  • Knowledge - Proficient with Microsoft Office; intermediate skills with Microsoft Excel and prefer experience with Oracle applications.
  • Skills - Excellent organizational skills coupled with strong communication and customer service skills. Accurate and effective problem solving / analytical skills. A strong eye for detail. Possess skills to handle stress, negotiate, and manage conflict.
  • Abilities - Ability to multi-task, work independently and determine priorities. Must be adaptable, proactive and able to respond quickly to departmental demands. Ability to work well within a close-knit team environment and work in a cross-functional work environment.
  • Wells Enterprises is an EEO / AA employer M / F / Vet / Dis

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