Scale Adjuster Onboarding Checklist

Scale Adjuster Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Scale Adjuster starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Insurance onboarding experience or just need an onboarding checklist for your new Scale Adjuster, you’re in the right place. We’ve put together a sample Scale Adjuster onboarding checklist below and have created onboarding templates & resources to help.

Scale Adjuster Onboarding Checklist

1. Introduction to company policies and procedures: The scale adjuster should be provided with a comprehensive overview of the company’s policies and procedures, including guidelines for handling claims, customer interactions, and ethical standards. This task is typically performed by the HR department or a designated trainer.

2. Familiarization with company software and tools: The scale adjuster needs to become proficient in using the company’s software and tools for claim processing, data analysis, and reporting. This task may involve training sessions conducted by the IT department or experienced colleagues.

3. Understanding the insurance industry: It is crucial for the scale adjuster to have a solid understanding of the insurance industry, including different types of policies, coverage limits, and claim settlement processes. This knowledge can be imparted through training sessions conducted by senior adjusters or the company’s training department.

4. Shadowing experienced adjusters: To gain practical knowledge and learn best practices, the scale adjuster should spend time shadowing experienced adjusters. This task allows them to observe and learn from real-life claim assessments, negotiations, and interactions with policyholders. Experienced adjusters or supervisors typically perform this task.

5. Learning about company-specific guidelines: Each insurance company may have its own specific guidelines for claim assessment, documentation, and settlement. The scale adjuster should be provided with detailed information about these guidelines, which may be shared by senior adjusters, supervisors, or the company’s training department.

6. Understanding the company’s organizational structure: It is important for the scale adjuster to understand the company’s organizational structure, including reporting lines, key departments, and their roles. This knowledge helps them navigate the company effectively and collaborate with different teams. HR or the supervisor typically provides this information.

7. Building relationships with key stakeholders: The scale adjuster should be encouraged to build relationships with key stakeholders within the company, such as underwriters, claims managers, and customer service representatives. This task can involve introductions facilitated by supervisors or team leaders.

8. Reviewing past claim files: To familiarize themselves with the company’s claim history and patterns, the scale adjuster should review past claim files. This task helps them understand common issues, identify trends, and learn from previous claim assessments. Senior adjusters or supervisors may guide the scale adjuster in this task.

9. Attending industry conferences or seminars: To stay updated with industry trends, regulations, and best practices, the scale adjuster should be encouraged to attend relevant industry conferences or seminars. The company may provide financial support or guidance in selecting appropriate events.

10. Participating in ongoing training and development programs: Continuous learning is essential for a scale adjuster to stay updated with industry changes and enhance their skills. The company should provide access to ongoing training and development programs, which may be conducted internally or externally by industry experts.

11. Understanding the company’s customer service philosophy: The scale adjuster should be familiarized with the company’s customer service philosophy and the importance of providing excellent service to policyholders. This task can be performed by the HR department or through training sessions conducted by customer service representatives.

12. Learning about regulatory compliance: The scale adjuster needs to understand the regulatory requirements and compliance standards relevant to the insurance industry. This task may involve training sessions conducted by compliance officers or the company’s legal department.

13. Familiarization with company reporting and documentation requirements: The scale adjuster should be provided with clear guidelines on how to document claim assessments, investigations, and settlements. This task can be performed by supervisors or experienced adjusters, who can provide templates and examples.

14. Understanding the company’s performance metrics: The scale adjuster should be made aware of the company’s performance metrics and key performance indicators (KPIs). This task can be performed by supervisors or the company’s performance management team.

15. Reviewing company values and culture: To align with the company’s values and culture, the scale adjuster should be introduced to the company’s mission, vision, and core values. This task can be performed by HR or through orientation sessions conducted by senior leaders.

16. Establishing communication channels: The scale adjuster should be provided with information on the various communication channels within the company, such as email, instant messaging platforms, and internal collaboration tools. This task can be performed by the IT department or HR.

17. Understanding the company’s disaster response protocols: The scale adjuster should be familiarized with the company’s disaster response protocols, including procedures for handling claims during natural disasters or other emergencies. This task can be performed by supervisors or the company’s risk management team.

18. Reviewing company benefits and employee resources: The scale adjuster should be provided with information about the company’s benefits package, employee assistance programs, and resources available for personal and professional development. This task is typically performed by the HR department.

19. Participating in team-building activities: To foster a sense of belonging and collaboration, the scale adjuster should be encouraged to participate in team-building activities organized by the company. These activities can be organized by HR or team leaders.

20. Setting performance goals and expectations: The scale adjuster should have a clear understanding of their performance goals and expectations. This task is typically performed by supervisors or team leaders, who can provide guidance on targets and performance evaluation processes

Setting Up Your Employee Onboarding Process

From reading through the items in the example Scale Adjuster checklist above, you’ll now have an idea of how you can apply best practices to getting your new Scale Adjuster up to speed and working well in your Insurance team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.