Intake Admin Support Clerk

1 Position available at our Rocklin, CA 


Assists all offices in both Workers’ Compensation and Liability. Intake Admin Support Clerk is responsible for several functions to help assist with our ability to obtain new business and provide excellent customer service to retain our existing business. There are several functions that the Intake Admin Support Clerk is responsible for and the areas of responsibility are vital to the success of our business.

Essential Duties and Responsibilities

  • Set-up new losses from a variety of sources including the web portal
  • Set-up web access for external users and verify authorization for access
  • Verify coverage of new losses
  • Set-up policies for new business and renewal business within the claims system
  • Set-up and distribute claim kit information to new and existing clients
  • Update all claim kit forms to ensure in-line with statute and DWC updates
  • Set-up and amend vendors in the claim system following the SSAE 16 protocols/procedures
  • Call and e-mail providers to obtain a correct and appropriate W-9 when needed for vendor add/change
  • Utilize a variety of bill review software to manage the vendor add process
  • Assist with new business mapping and IT tasks as needed
  • Copy work as needed
  • Print and mail the SIU random bill sampling each day · Data entry
  • Special projects for data integrity clean-up
  • Special projects as needed/requested
  • Client org structure changes/updates
  • Occupation changes/updates
  • Respond to all phone calls and inquiries no later than 24 hours after receipt. Handle other duties and tasks as deemed appropriate by the Supervisor or Manager.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Education and/or Experience

High school diploma


Qualified candidates who are interested in joining our growing team should email your resume to: