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10 Effective Tips for New Insurance Adjusters to Succeed

Written by Jesús Romero | Dec 2, 2024 3:03:52 PM

Starting out as a new insurance adjuster can feel overwhelming. You are thrown into a fast-paced environment with high expectations and a steep learning curve. As you handle claims, you are simultaneously learning the ropes. It can often feel like you are constantly playing catch-up.

We have been there and got you covered. Discover how to build confidence, streamline workflows, and accelerate growth with n2uitive. Here are ten proven strategies to help new adjusters excel in their roles while maintaining accuracy and efficiency.

1. Seek Help and Use Available Resources

As a new insurance adjuster, you don’t need to have all the answers right away. Lean on your more experienced colleagues for advice and guidance. They’ve been in your shoes and can provide valuable insights that will save you time and prevent costly mistakes.

In addition to internal help and resources, take advantage of online platforms such as YouTube, forums, and industry blogs to continue building your knowledge. Keep reading blogs, journals, and adjuster communities to discover and learn the best practices in claims management.

The right questions, at the right time, can prevent costly mistakes. The key is to ask questions, not to avoid them. But, do your best to take notes and absorb what you learn so you don’t need to repeatedly ask the same question. This shows respect for your colleagues' time and demonstrates that you are actively engaged in your own learning process.

2. Prioritize Daily Tasks Without Cherry-Picking

It is tempting to gravitate toward the easiest claims, especially when starting. However, cherry-picking tasks can result in missed opportunities for growth. Instead, prioritize your daily tasks in order of urgency and importance.

Working through claims systematically, even when some feel daunting, helps you develop resilience and confidence in your skills. Facing the toughest tasks early on will set you up for success in the long run. As you gain experience, you'll find that what once felt overwhelming becomes easier to manage.

3. Take Control of Your Time

Managing multiple claims simultaneously is a challenge many new adjusters face. Claims adjusters can be expected to handle anywhere from 2 to 7 claims per day. Add the pressure to resolve each claim promptly, which can feel overwhelming. It’s important to remember that being slower at the start is completely normal. As you gain experience, your speed and efficiency will improve. 

Start by breaking down your tasks into smaller, more manageable chunks. Allocate specific time slots for each task and avoid jumping from one to another without completing them.

Practical strategies for managing your workload also can include:

  • Use the Eisenhower Matrix to prioritize tasks based on urgency and importance, while blocking specific chunks of the day for focused work on particular tasks to minimize distractions. 
  • Apply the two-minute rule for quick tasks; batch similar tasks together; and set clear goals and deadlines.
  • Delegate tasks when possible; use a visual dashboard to track claims; and reflect regularly on your progress. 
  • Automate manual tasks with technology, allowing you to focus on core responsibilities. 

Studies show that 60% of our time at work is spent on "work about work": preparing reports, data entry, file organization, following up on requests, and other administrative functions. By automating these tasks, you can free up valuable time to concentrate on what truly matters.

Tools like n2uitive can be a game-changer, streamlining the claims process and automating repetitive tasks. Reduce errors and save valuable time by recording, reviewing, storing, sharing, and transcribing statements all in one place.

4.  Build Your Network and Find Mentors

In any industry, success is often tied to the relationships you build. As a new adjuster, seek out mentors who can offer guidance, share their experiences, and help you navigate challenges. Relationships with more experienced colleagues can teach you soft skills, provide emotional support during tough times, and offer insights beyond just the job's technical aspects. 

According to Wharton, individuals receiving professional guidance are five times more likely to be promoted.

Additionally, build a strong professional network with fellow adjusters, attorneys, and claims specialists. Networking can lead to valuable learning opportunities and help you gain a broader perspective on the industry.

5.  Always Be Learning

Insurance adjusting is an evolving field, and there is always more to learn. Whether it is about new technologies, updated regulations, or different claim scenarios, stay curious and dedicated to expanding your knowledge. 

The n2uitive blog can be your trusted guide throughout your learning journey.

Remember, even seasoned professionals face stress and challenges. Persistence and adaptability are key. No one expects you to know everything right away, but with time and dedication, you will improve and grow in your role. 

6. Approach Difficult Situations Calmly and Professionally

As a new insurance adjuster, you will inevitably face challenging interactions with dissatisfied claimants, attorneys, or other involved parties. How you handle these situations can significantly impact the claims process and your professional reputation. Here are some key strategies to help you approach difficult situations calmly and professionally:

  • De-escalation techniques: In tense situations, your ability to stay calm and composed can help prevent further conflict. Practice active listening, allowing the other party to voice their concerns without interruption. Acknowledge their feelings, express empathy, and reassure them that you are there to help. Often, an assertive approach is all it takes to de-escalate a heated situation.
  • Maintain composure under pressure: Don’t take things personally. Remember, the frustration is typically directed at the situation, not you. Take a deep breath, pause before responding, and focus on the facts. Keeping a level head allows you to think more clearly and make better decisions.
  • Set boundaries and seek assistance: Sometimes, situations can become unproductive. Politely but firmly let the other party know if the conversation is no longer constructive. If needed, suggest continuing the discussion later or with someone else involved. Don’t hesitate to reach out to a supervisor or colleague for help if you feel the situation is beyond your control. 

7. Take Advantage of Time-Saving Technologies

In the modern world of insurance, technology plays a key role in making your job more efficient and effective. As a new adjuster, taking advantage of tools like n2uitive can save you hours of work, reduce errors, and help you stay on top of your claims. Insurance adjusters using n2uitive are 30% more productive. 

n2uitive automates repetitive tasks and streamlines recorded statement management, allowing you to focus on critical aspects of claims and settlement. By centralizing claim data and documentation, it helps you stay organized, reduce errors, and stay up to date on each claim's status.

Here is how n2uitive can help streamline your claims process:

  • Record: Capture conversations to document recollections in their own words.
  • Review: Access recorded statements for data-driven decisions and improved outcomes.
  • Store: Digitized, encrypted statements are stored securely for easy access and compliance.
  • Share: Securely share statements with third parties or transcription providers.
  • Transcribe: One-click transcription eliminates third-party services, reducing costs and risks.
  • Analyze: Real-time reports track adjuster performance and best practices.


8. Prioritize Self-Care and Well-being

A career in insurance adjusting can be stressful, especially when juggling multiple claims while adhering to tight deadlines. It is important to take care of yourself both physically and mentally.

Here are practical self-care tips to help manage stress as a claims adjuster:

  1. Stay active: Exercise regularly, even if it is a quick walk or stretching, to release tension and boost energy.
  2. Pursue hobbies: Dedicate time to activities you enjoy to refresh your mind and escape work pressures.
  3. Practice mindfulness: Spend a few minutes daily meditating or focusing on your breath to improve focus and reduce stress.
  4. Set boundaries: Maintain a healthy work-life balance by defining clear work hours and taking breaks.
  5. Connect with others: Lean on friends, family, or colleagues for support and encouragement.
  6. Prioritize rest and nutrition: Ensure consistent sleep and balanced meals to stay energized and focused.

Maintaining a healthy work-life balance is essential to avoid burnout. Incorporate stress management strategies like mindfulness, exercise, and engaging in hobbies that help you unwind. When you are feeling your best, you will be better equipped to handle the demands of your role.

  1. Learn to Communicate with Clarity and Empathy

As a claims adjuster, your ability to communicate clearly and empathetically is essential. You are not just managing insurance policies. You are addressing real people, often during stressful times. Effective communication can defuse tension, build trust, and lead to better outcomes. In contrast, research shows that 66% of insurance customers will switch providers if communications don't meet their expectations. 

Whether you are speaking with claimants, attorneys, or other parties, your ability to connect and convey information effectively can make a significant difference. Here is how:

  • Active listening and building rapport: Listen attentively without interrupting, allowing the other party to share their concerns fully. Show understanding by acknowledging their emotions and responding thoughtfully. Building trust begins with making people feel heard.
  • Simplify complex information: Claims processes and policies can be difficult to navigate. Break down complicated concepts into simple, easy-to-understand language, ensuring clarity in every conversation.
  • Maintain professionalism and neutrality: Tensions can rise in claims discussions, but staying calm, respectful, and neutral is key. Focus on facts, avoid taking things personally, and approach each interaction with fairness and empathy.

Remember, as an adjuster, you’re not just managing claims, you’re supporting people through challenging times. A thoughtful, empathetic approach builds trust and helps resolve claims effectively.

10. Plan for Career Growth

While it is important to focus on your immediate responsibilities, don't lose sight of your long-term goals. Set clear professional development targets and seek opportunities to learn and grow in your role.

In addition to finding mentors who can guide your career, look for training programs, certifications, and networking events that can expand your skills and open doors for future opportunities. Balancing immediate tasks with career development is crucial for long-term success.

Work Smarter, Not Harder with n2uitive

Integrating tools like n2uitive into your workflow simplifies the claims process, freeing up time for critical tasks and learning. From automating statement recordings to providing seamless access to claim data, n2uitive helps adjusters streamline operations and deliver outstanding service. 

n2uitive provides claim adjusters with the industry’s first comprehensive solution for managing the entire recorded statement lifecycle. It offers you a seamless platform to access, analyze, and handle recorded statements with ease. It offers you a chance to stand out and grow in a competitive field.

Get started today with n2uitive to simplify your claims process and unlock your full potential as an adjuster. Book your free demo.