Specialist, Claim Operations

Travelers - Oakville, CA

Full-time - Entry Level

Oakville, CA

Insurance Carriers and Related Activities

About the position

The Specialist, Claim Operations position at Travelers involves providing front-line administrative and general office assistance to internal customers and third-party vendors. The role focuses on supporting proper claim handling practices, including financial transactions and maintaining accurate claim information. This entry-level position requires strong attention to detail and effective time management skills, working under close supervision in a team environment.

Responsibilities

• Enter data, type and copy forms and documents including claim diaries and notes.
• Request police reports.
• Print documents from the Claim Platform electronic File Cabinet.
• Review payments for proper billing and coding.
• Maintain paper and/or electronic documents in claim file folders or electronic file cabinet, ensuring accuracy and tidiness.
• Prepare, generate and review monthly, quarterly, annual, and ad hoc reports, documents and presentations using effective technology.
• Update basic data discrepancies identified in reports as required.
• Prepare monthly and quarterly financial reports.
• Process claim payments including cancelled checks, voided checks, and recoveries, and document activity on systems note screens.
• Ensure timeliness and accuracy of all check processing.
• Recommend alternative workflows to create efficiencies.
• Photocopy, scan and upload documents to the virtual file cabinet.
• Perform other duties as assigned.

Requirements

• High school diploma or GED.
• Basic knowledge of Microsoft Word/Excel.
• Strong time management skills and ability to prioritize daily assignments.
• Strong attention to detail.
• Proficient computer skills and ability to learn new applications.

Nice-to-haves

• University/College degree and/or equivalent work experience.
• Comfortable with newer and emerging technology and tools.

Benefits

• Health Insurance: Coverage from the first day of employment for employees and eligible family members.
• Retirement: Core contribution of 3% of total eligible earnings to the Deferred Profit Sharing Plan, with a dollar-for-dollar match up to 5% of base pay.
• Paid Time Off: Minimum of 20 days annually, with the opportunity to purchase additional days for a total of up to 36 PTO days per year, plus twelve paid company holidays.
• Wellness Program: Access to tools, discounts, resources, and mental health support services.
• Volunteer Encouragement: Matching Gift and Volunteer Rewards program to support charitable contributions.