Claims examiner Jobs in Santa Ana, CA

Insurance Claims Specialist

Established in 1975, Financial Pacific Leasing, Inc. (a subsidiary of Columbia Bank), is a direct provider of small-ticket commercial equipment leases. For over 50 years, these partners have relied on Financial Pacific to provide them with innovative financing solutions for their customers.

The Insurance Claims Specialist is responsible for communicating effectively and professionally while handling incoming calls and written communication from/to customers. Troubleshoots, analyzes, and remedies internal and external insurance issues in a timely and efficient manner and within established guidelines. Uses knowledge of company systems such as InfoLease and Artiva, and performs tasks accurately, to the benefit of the company and our customers. Manages company risk by ensuring current and accurate insurance documents are received, properly documented and filed accordingly. Area specialist regarding insurance claim issues. Maintains strong communication with management regarding any situations that could impact the company.

• Uses Artiva, InfoLease and Salesforce to consistently notate and update account information.
• Acts effectively as a liaison between various internal departments and external companies regarding insurance claims.
• Answers questions for internal employees regarding insurance claims related questions.
• Assists other personnel and customers regarding insurance related issues, including:
• Outside Insurance Claims
• Asset swaps resulting from insurance claims
• Providing current insurance status on accounts
• Increase knowledge base through cross training in Customer Service
• Keeps management informed of any significant high-risk situation(s)
• Provides highest level of customer experience to all lessees, vendors, brokers and staff.
• Maintains confidentiality of all company information.
• Demonstrates compliance in assigned job function and applies to designated job responsibilities.
• Takes personal initiative following all policies and procedures, Bank Secrecy Act, compliance regulations, and completes all required and job-specific training. Raises and/or addresses compliance issues for evaluation, investigation and resolution.
• Develops and maintains positive relationships with all Financial Pacific Leasing managers and staff.
• Regular and predictable attendance and punctuality.
• Tracks all active lender placed and outside claims to ensure they are completed in a timely manner.
• Provides payoffs, guarantee of titles, and contract documents for insurance claims as requested.
• Provides direction and posting instructions for incoming insurance checks.
• Assists customers via the insurance claims phone queue, explaining to customers their options and clarifying the insurance claim process.
• Requests the release of titles adhering to the guarantee of title letter we provide to the insurance company.
• Draft addendums and make changes in our systems to account for equipment replacements due to insurance claims.
• May perform other duties as assigned.

The pay range for this role is $19.00 to $24.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location: Ability to work fully onsite at posted location(s).

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.