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PNI

Claims Representative II - Trainee

Waukesha, WI, United States

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Job details

Posting language: English
Posted: Nov 9, 2026

Original job description

The Claims Rep II Trainee is a closely supervised, entry-level position in which the incumbent obtains knowledge and an understanding of claims handling through both a formal and on-the-job training program. Upon the successful completion of the program, the Claims Rep II - Trainee is a candidate for promotion to the Claims Rep II position. This is a hybrid role reporting to the Waukesha, WI office.

POSITION COMPETENCIES

Attention to Details
Quality Orientation
Planning & Organizing
Positive Approach
Applied Learning

ESSENTIAL DUTIES AND RESPONSIBILITITES

Demonstrates honesty; keeps commitments made to others; behaves in a consistent manner; keeps sensitive information confidential; adheres to moral, ethical, and professional standards, regulations, and organizational policies.
Listens to others and objectively considers their ideas and opinions, even when they conflict with own.
As training progresses, perform basic claims handling duties on non-complex claims, under the supervision of the Team Leader, Director ACT and Claims Service Office Manager to include:
Accurate preparation of claim file documentation
Verification of coverages where applicable
Setting/adjusting reserves
Making appropriate contacts
Identifying subrogation and salvage opportunities
Achieving best practices type settlements in the disposition of claims
Issue payments within authority to appropriate parties
Accurately and carefully follows established procedures for completing work tasks.
Takes advantage of available resources (individuals, processes, departments, and tools) to complete work efficiently; coordinates with internal and external partners.
Establishes procedures to remain aware of issues, follow up on action items, and track results (e.g., quality, quantity, cost, or timeliness).
Successfully complete prescribed professional education courses (IIA, AIC, etc.).
Complete and apply knowledge and skills developed during formal classroom and/or on-the-job training sessions, as set forth in defined training schedule.
Adheres to specific client handling instructions for each Self-Insured client.
Attends client meetings with supervisor for training purposes.
Completes quarterly excess reports in accordance with the policies provisions with supervision and guidance.
Performs other duties as may be assigned by the Team Leader, Director ACT, Claims Service Office Manager or Regional Vice President.

ADDITIONAL RESPONSIBILITIES

SPECIAL RELATIONSHIPS

The Claims Rep II Trainee has direct contact and interaction with all levels of personnel within the Claims Service Office.
As training progresses, will have direct contact with policyholders, claimants, medical and legal professionals and vendors.

QUALIFICATIONS

Education/Credentials

Bachelor's degree preferred
Adjuster’s license or be willing to obtain one as required

Experience

Experience in a customer service oriented position preferred

Technical/Professional Knowledge

Effective communication skills, both oral and written
Effective inter-personal skills
Personal Computer skills, with an emphasis on Microsoft products
Ability to work within a team-oriented, fast-paced, customer-focused environment

The compensation has been carefully determined by considering a variety of important factors, including skill sets, experience, training, and certifications. With these considerations in mind, the estimated hiring range is $45,000 - $62,000. Additionally, you may be able to participate in our annual incentive program, depending on eligibility under the plan. JOB REQUIREMENTS (as required by ADA – Americans with Disabilities Act)

This position is primarily a sedentary position that requires occasional standing and walking throughout the office environment.
Must be able to perform computer-based tasks and access digital information necessary for job duties, including through the use of assistive technologies.
Must be able to complete computer-based tasks and utilize office equipment as needed to perform essential job functions.
Must be able to access and enter information accurately using automated systems.
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.

Why Choose Penn National Insurance?

At Penn National Insurance, we’re on a mission to help people feel secure and make life better when bad things happen. For over 106 years, we’ve been a trusted partner to individuals, families and businesses because we are a mutual insurance company where service and support for our policyholders are at the heart of everything we do.

We’re not just a company - we’re a community united by our core mission to “Make Life Better.” Here, you’ll find a place where your professional growth, success and personal well-being are our top priorities.

Your Career Journey: Empowering Your Growth

Your career should be more than just a job - it should empower you to feel secure, supported and inspired. At Penn National Insurance, we invest in your growth and celebrate your contributions with a comprehensive and competitive total rewards package. We’re committed to supporting your journey and helping you thrive at every stage of your career. Key highlights include:

Benefits and Compensation: Generous 401(k) match, graded profit sharing, incentive compensation, and a wide range of benefits to support your financial health, physical well-being and career development.
Flexibility: We offer remote and hybrid work options, flexible scheduling and a “dress-for-your-day” culture.
Recognition: We celebrate your achievements, big and small, through employee recognition programs designed to honor your contributions.

Your Employer of Choice: A Legacy of Trust and Strength

Joining Penn National Insurance means becoming part of a company with over a century of experience, built on trust, innovation and strong relationships. From our beginnings as a mutual insurance company founded by farmers to our 100th anniversary in 2019, we've stayed true to our relationship-driven model, focusing on direct service and meaningful support.

Your Community: Making an Impact Together

Making life better isn’t just our mission - it’s a value that guides everything we do. Our employees are at the heart of this mission, giving back through community engagement and charitable efforts. We proudly support our community through financial support and employee volunteering opportunities including our annual United Way campaign, where employee contributions and company matches make a significant impact each year.

Your Future: Building a Rewarding Career Path

We’re not just offering a job; we’re providing a fulfilling and rewarding career. We support your growth with a range of resources designed to help you build your skills and achieve your goals, including:

Continuing Education Support: Access to programs that help you enhance your knowledge, skills and educational goals along with 100% tuition reimbursement for academic studies.
Professional Development Opportunities: Tailored designation programs to help you advance in your career such as CPCU, AINS, CPA, CISSP, and more.
Long-Term Career Focus: With an average employee tenure of 14 years and many team members serving for over 40 years, we take pride in fostering a work environment that values long-term growth and development.

When you join us, you’re not just starting a job - you’re becoming part of a team that values your growth and invests in your future. Our commitment to long-term retention and employee development ensures that you will be part of a tradition and legacy of excellence that spans decades.

Only candidates from the following states will be considered for opportunities with Penn National Insurance and Inservco Insurance Services: Alabama, Delaware, Iowa, Maryland, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, Wisconsin – unless specifically stated otherwise in the job posting.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, creed, affectional and sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Consistent with the Americans with Disabilities Act (ADA) and EEOC guidance, it is the policy of Pennsylvania National Insurance to provide reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to a HR Business Partner via telephone at 800-368-4764, or through email.

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