Claims and Customer Rebate Coordinator

Job Description

#### Overview The Claims and Customer Rebate Coordinator plays a key role in facilitating the claims and rebate process for customers, ensuring compliance with company policies and procedures. This position involves coordinating with customers, internal teams, and external partners to process claims and rebates efficiently while providing excellent customer service. #### Key Responsibilities - **Claims Processing:** Review, analyze, and process customer claims, ensuring all required documentation is complete and accurate. Verify eligibility and resolve discrepancies in a timely manner. - **Rebate Management:** Administer customer rebate programs, including calculating rebate amounts, validating customer eligibility, and ensuring timely issuance of rebates per program guidelines. - **Customer Support:** Serve as the primary point of contact for customers regarding claims and rebate inquiries. Provide clear communication and assistance to resolve issues and ensure satisfaction. - **Data Entry and Record-Keeping:** Maintain accurate records of claims and rebate transactions in company systems. Perform data entry and updates to track progress and ensure proper documentation. - **Collaboration:** Work closely with sales, finance, and customer service teams to align on rebate programs and claim resolutions. Coordinate with external vendors or partners as needed. - **Compliance and Accuracy:** Ensure all claims and rebates adhere to company policies, contractual terms, and applicable regulations. Identify and correct errors to maintain integrity in processing. - **Reporting:** Generate reports on claims and rebate activities, providing insights to management on trends, issues, or opportunities for improvement. - **Process Improvement:** Identify inefficiencies in the claims and rebate processes and recommend solutions to enhance accuracy, speed, and customer experience. #### Skills and Qualifications - **Analytical Skills:** Ability to review data, assess claim validity, and calculate rebate amounts accurately. - **Customer Service:** Strong interpersonal and communication skills to handle customer inquiries and build positive relationships. - **Detail-Oriented:** Keen attention to detail to ensure accuracy in processing and documentation. - **Organizational Skills:** Capability to manage multiple claims and rebate requests simultaneously while meeting deadlines. - **Technical Proficiency:** Familiarity with CRM systems, spreadsheets (e.g., Excel), and other tools for data management and reporting. - **Problem-Solving:** Aptitude for resolving discrepancies or disputes in claims and rebates effectively. - **Experience:** Prior experience in claims processing, rebate coordination, customer service, or a related administrative role is often preferred. - **Education:** A high school diploma is typically required; an associates or bachelor’s degree in business, finance, or a related field may be advantageous. #### Work Environment - Hybrid - May require interaction via phone, email, or in-person with customers and team members. - Fast-paced environment with an emphasis on meeting processing deadlines and maintaining customer satisfaction. #### Typical Requirements - 1-3 years of experience in a similar role (e.g., claims processing, customer service, or rebate administration). - Knowledge of company-specific rebate programs or industry standards (varies by employer). - Ability to work independently and as part of a team.