Loss Control Intake Specialist

Key Responsibilities

• Attach required documentation accurately
• Submit orders to designated client email importer addressed

• Format spreadsheets to client‑specific requirements
• Upload/drop spreadsheets into the correct system without errors

• Accurately enter insured and property information for individual inspection orders

• Review CSC instructions carefully
• Recorder only the inspections explicitly identified by the CSC

• Maintain little to no error rate in inspection orders.
• Orders must be entered accurately, including insured data, inspection type, client requirements, and attachments.

• Inspection orders should meet 100% client formatting and submission requirements.
• Minimal rework, corrections, or rejected orders due to administrative errors.

• Successfully manage and process assigned order volume without backlog.
• Maintain consistent performance during high‑volume periods.

• Orders must be submitted within required service‑level expectations.
• Reorder requests should be handled promptly once received from the CSC.

• Follow step‑by‑step ordering procedures without deviation.
• Consistent compliance with client‑specific processes and internal guidelines.

• Demonstrate consistent attention to detail and dependability.
• Maintain organized records and documentation for auditing and tracking purposes.

Skills, Knowledge and Expertise

• Exceptional attention to detail and accuracy
• Proven ability to handle high‑volume administrative workloads
• Strong spreadsheet and data formatting skills
• Ability to follow detailed written procedures consistently
• Excellent organizational and time‑management skills
• Comfortable working across multiple systems simultaneously
• Clear written and verbal communication skills
• Strong problem‑solving skills related to data accuracy and order setup