Team Lead, Level 1 & 2

3 weeks ago
Claims Operations
Regular Full-Time


Performs Level 1 & 2 daily job functions and tasks (up to 50%). Assists and supports the Level 1 & 2 management team in the operation and development of the department. Responsible for assisting with training and development and coaching of employees. Works closely with management to assist with job function assignments, daily task/work flow, internal procedural enhancement identification, and reporting needs. Acts as liaison between client companies, claimants, vendors, and other departments as needed.




  1. Performs regular Level 1 & 2 job functions as assigned via task and at direction of department manager or supervisors.
  2. Assists in coordinating and providing training for new employees and provides ongoing support after completion of initial training.  Advises Manager/supervisor of progress of training and identifies any recurring issues or areas for concern.
  3. Serves as a technical resource for questions and troubleshooting.
  4. Develops and coordinates workflow adjustments. Provide the team with communication and/or training in regards to the change.
  5. Monitors the team’s results on a daily basis. Compares the results to the defined goal and takes steps to redistribute work and/or improve performance so goals are achieved.
  6. Assists in creating and maintaining department training documents and training manual.
  7. Communicates procedural changes.
  8. Regularly silent monitors specialists as directed by management to ensure quality of calls and education of claimants.
  9. Regularly conducts file audits as directed by management to ensure quality and completeness of work.
  10. Works to resolve escalated claimant issues.
  11. Provides employees with monthly written feedback (via template) in regards to individual and group performance.
  12. Provides manager/supervisor with monthly written feedback (via template) in regards to employee performance.
  13. Attends regular meetings for new processes or procedures and assists in the training of employees on new processes.
  14. Fosters good communications and exhibits leadership within the department.
  15. Maintains strict confidentiality of employee performance, claimant information, procedural manuals, client/prospect lists, information on new business ventures, and other confidential Allsup information.


Bachelor’s degree in business or related area and/or equivalent claimant representation/Allsup experience required. Minimum two years of Allsup claims handling responsibilities and experience or equivalent claims experience, including DDS or SSA experience. Extensive knowledge of SSDI technical and medical eligibility requirements. Working knowledge of Model Office, Claimant Representative and/or Disability Claims Specialists Department preferred.




Equal Opportunity Employer - Minorities/Females/Veterans/Disabled


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