Specialist Claims
Job Posting for Specialist Claims at Boyd CAT
DESCRIPTION:
The Claims Specialist role interprets work orders, parts listing and service reports for the purpose of preparing claims for warranty to the equipment manufacturers. Provides assistance to sales force for the use of program funds to secure parts sales and increased customer satisfaction. Maintains and submits all vendor claims through vendor systems and company operating system. Duties require considerable knowledge of manufacturers' warranty policies and philosophy, SMCS, accounting, and ability to understand mechanical principles.
REQUIREMENTS:
- Travel to branches or other locations as required to perform assigned duties; maintain a valid driver’s license
- Maintain a high degree of discretion in handling confidential/sensitive information and exercise initiative in all assigned areas, high integrity and accountability standards
- Assist work team to meet the objectives of the department and the Company
- Highly self-directed
- Knowledge of accounting and finance procedures
- Willingness to learn and be trained
- Excellent interpersonal skills, and written and verbal communication skills
- Able to communicate with team members and customers
- Good working knowledge of computers, spreadsheets, word processing programs (Windows, Excel, Word)
- Ability to work independently or in a team environment with rapidly changing priorities and demands
ESSENTIAL FUNCTIONS:
- Reviews work orders, parts listing and service reports for the purpose of preparing claims
- Prepares claims describing failure and corrective action in a logical sequence and a timely manner
- Executes administration of the Caterpillar Product Support Commercial System (PSCS)
- Maintains marketing programs in Company operating system
- Assists sales department personnel with work orders, discount programs, MAPS fund application allowing for appropriate programs needed to maximize refund and maintain or improve GP
- Files manual & automatic claims with Caterpillar and non-CAT vendors for refunds of discounts given to customers
- Performs account reconciliation ensuring credits funds are appropriately applied
- Ensuring accounts are balanced for CAT Discrepancy accounts, Bucyrus Discrepancy accounts as well as balancing the semi-annual return
- Accepting credits and applying them to the correct accounts.
- Ensure discrepancy accounts are maintained so that parts are returned and refunds received in allotted return period for all vendors
- Arrange priority codes in systems so discounts are correctly given to customers
- Creates management reporting
- Creating Reports as needed for the claiming process or as needed by Administration
- Assisting the Parts Operations department with other reports and processes that can improve the efficiencies of branches and their claims and parts sales processes
- Assist with Vendor Parts Return Processes
- Recommend to manager ideas to improve the departments operating procedures or business practices and participate in and support continuous improvement of all related activities and processes
- Project a positive image by interacting with fellow employees, customers, and management in a cooperative, supportive, and courteous manner; display a professional attitude; comply with company dress code
- Create and maintain good communications (verbally and in writing) and relationships with other Company departments, branches, employees, outside vendors, and customers by addressing and resolving concerns quickly
- Follow all work, safety rules, and procedures
- Perform other duties as necessary and assigned
Salary.com Estimation for Specialist Claims in Louisville, KY
$127,653 to $182,408
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