Claims Representative II – Trainee

Pacific Neuroscience Institute (PNI)

. Obtain knowledge and understanding of claims handling through formal and on-the-job training .

Posted 11/9/2026full-timeWaukesha • Wisconsin • United StatesEntry Level💰 $45,000 - $62,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in claims handling, including documentation preparation, coverage verification, and reserve adjustment. Effectively communicates with clients and partners while adhering to established procedures and best practices in claims disposition.

Highest-signal resume keywords

Claims HandlingAdjuster's LicenseEffective Communication SkillsCustomer Service OrientationMicrosoft Products Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Claims Documentation PreparationCoverage VerificationReserve AdjustmentSubrogation IdentificationSettlement Best PracticesPayment IssuanceIssue TrackingProfessional Education CompletionClient Handling InstructionsQuarterly Excess Reporting

Soft Skills

Effective Oral CommunicationEffective Written CommunicationInterpersonal SkillsTeam CollaborationAdaptability in Fast-Paced Environment

Tools & Technologies

Microsoft Office SuiteAutomated SystemsAssistive TechnologiesOffice Equipment

Certifications & Qualifications

Adjuster's LicenseIIA CertificationAIC Certification

Industry Keywords

Claims ServiceCustomer FocusSelf-Insured ClientsClaims LeadershipClient Meetings

About the role

Key responsibilities & impact

Obtain knowledge and understanding of claims handling through formal and on-the-job training
Perform basic claims handling duties on non-complex claims under supervision
Prepare claim file documentation accurately
Verify coverages where applicable
Set and adjust reserves
Make appropriate contacts
Identify subrogation and salvage opportunities
Achieve best-practices settlements in claim disposition
Issue payments within authority to appropriate parties
Follow established procedures for completing work tasks
Coordinate with internal and external partners and use available resources efficiently
Track issues, action items, results, quality, quantity, cost, and timeliness
Successfully complete prescribed professional education courses, such as IIA and AIC
Complete and apply knowledge from formal classroom and on-the-job training
Follow specific client handling instructions for each Self-Insured client
Attend client meetings with supervisor for training purposes
Complete quarterly excess reports with supervision and guidance
Interact with personnel across all levels of the Claims Service Office
As training progresses, interact with policyholders, claimants, medical and legal professionals, and vendors
Perform other duties assigned by claims leadership

Requirements

What you’ll need

Bachelor's degree preferred
Adjuster’s license or willingness to obtain one as required
Experience in a customer service oriented position preferred
Effective oral and written communication skills
Effective interpersonal skills
Personal computer skills, with an emphasis on Microsoft products
Ability to work within a team-oriented, fast-paced, customer-focused environment
Must be able to perform computer-based tasks and access digital information necessary for job duties, including through assistive technologies
Must be able to utilize office equipment and automated systems accurately
Must be able to communicate effectively with internal and external clients using telephone, electronic, or other communication systems
Must be able to present information to individuals and groups
Must be able to interpret and apply concepts that may or may not be based upon established guidelines
Must be able to maintain acceptable attendance and adhere to scheduled work hours

Benefits

Comp & perks

Annual incentive program, depending on eligibility under the plan
Generous 401(k) match
Graded profit sharing
Incentive compensation
Remote and hybrid work options
Flexible scheduling
“Dress-for-your-day” culture
Employee recognition programs
Community engagement and charitable efforts
Employee volunteering opportunities
Company matches for annual United Way campaign contributions
100% tuition reimbursement for academic studies
Continuing education support
Tailored professional designation programs, including CPCU, AINS, CPA, CISSP, and more
Long-term career growth and development support