Sr. Customer Claims Coordinator - Le Mars, IA

Well Enterprises•Le Mars, IA

10h•$68,000 - $96,000

About The Position

The Customer Claims Team Lead is responsible for assisting the Customer Claims Supervisor with the day-to-day claim operations. This role ensures timely, accurate claims settlement and root-cause resolution of claims and trade deductions, alignment to approved Trade Offers, and proactive prevention of unauthorized claims Mentor: Mentors the claims team to process, investigate, and settle trade promotion claims within established corporate policies, procedures, and practices. Ensure claims are processed accurately and within defined service levels, ensuring each claim is validated against approved Trade Offers and supporting documentation across customer portals and internal systems. Escalation: Serve as an escalation resource and mentor to assist other team members by answering questions, providing solutions to complex issues, and/or serving as back up as necessary. Serves as a resource within the department/company to provide input on complex cross functional Unauthorized Claims KPI: Monitors and updates internal controls to prevent and remediate unauthorized or non-compliant deductions; drive repayment efforts and avoidance strategies by coordinating with Claims, Sales and Finance on offer terms, accruals, and exceptions. Aging KPI: Monitor deduction aging performance, escalate barriers, and implement corrective actions that reduce unsettled claims older than targeted thresholds and eliminate >60-day items. Departmental Audit: Conducts weekly/monthly internal audits and scorecards within the department to ensure accuracy and alignment with corporate policy, procedures, and practices. Coordinates with departmental supervisor on areas of improvement. Policy, Procedure and Work instructions: Manages documentation capture, invoice reconciliation, and proof-of-performance, including continuous improvement of claim preparation and settlement practices across priority customers. Special Projects: Actively participates in and/or leads special projects, process improvement initiatives, and/or serves as a resource to test new systems to enhance company and departmental productivity. Continually identifies and drives process improvements to reduce administrative cost by streamlining processes and reducing deduction volume. Other: May perform various reporting and tasks assigned by management. This may include but is not limited to the following: account specific reporting, team reporting, departmental and/or metric reporting.

Requirements

Degree, in Accounting, Business or Related field or equivalent work experience.
3-5 years of related customer service or financial administrative support experience.
Proficient with Microsoft Office; intermediate to advanced skills with Microsoft Excel preferred.
Excellent organizational skills coupled with strong communication and customer service skills.
Accurate and effective problem solving/analytical skills.
A strong eye for detail.
The individual should be self-driven, possess skills to handle stress, negotiate, and manage conflict.
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.
Ability to work in a face-paced environment.

Nice To Haves

Experience with Oracle applications.
Tableau expertise is a plus.

Responsibilities

Assisting the Customer Claims Supervisor with the day-to-day claim operations.
Ensuring timely, accurate claims settlement and root-cause resolution of claims and trade deductions, alignment to approved Trade Offers, and proactive prevention of unauthorized claims
Mentoring the claims team to process, investigate, and settle trade promotion claims within established corporate policies, procedures, and practices.
Ensuring claims are processed accurately and within defined service levels, ensuring each claim is validated against approved Trade Offers and supporting documentation across customer portals and internal systems.
Serving as an escalation resource and mentor to assist other team members by answering questions, providing solutions to complex issues, and/or serving as back up as necessary.
Serving as a resource within the department/company to provide input on complex cross functional Unauthorized Claims
Monitoring and updates internal controls to prevent and remediate unauthorized or non-compliant deductions; drive repayment efforts and avoidance strategies by coordinating with Claims, Sales and Finance on offer terms, accruals, and exceptions.
Monitoring deduction aging performance, escalate barriers, and implement corrective actions that reduce unsettled claims older than targeted thresholds and eliminate >60-day items.
Conducting weekly/monthly internal audits and scorecards within the department to ensure accuracy and alignment with corporate policy, procedures, and practices. Coordinates with departmental supervisor on areas of improvement.
Managing documentation capture, invoice reconciliation, and proof-of-performance, including continuous improvement of claim preparation and settlement practices across priority customers.
Actively participating in and/or leads special projects, process improvement initiatives, and/or serves as a resource to test new systems to enhance company and departmental productivity.
Continually identifying and drives process improvements to reduce administrative cost by streamlining processes and reducing deduction volume.
Performing various reporting and tasks assigned by management. This may include but is not limited to the following: account specific reporting, team reporting, departmental and/or metric reporting.