Jobs · Finance · Pennsylvania

AGENCY CLAIMS SPECIALIST

The Carlisle Group (TCG) · Pennsylvania, United States · 3 wk ago
FinanceFull-time

About the role

Our client is a well-established independent insurance agency seeking an experienced Claims Specialist / Claims Advocate to join their team. This individual will play a critical role in supporting clients throughout the claims process while serving as a liaison between insureds, insurance carriers, adjusters, and internal agency teams. This is an excellent opportunity for an insurance professional who enjoys client advocacy, problem-solving, and delivering a high level of service within an independent agency environment.

Responsibilities

  • Serve as the primary point of contact for clients throughout the claims process, providing guidance, communication, and support.
  • Assist clients with reporting claims and provide guidance through the First Notice of Loss (FNOL) process.
  • Act as a liaison between insureds, insurance carriers, adjusters, and internal agency teams to facilitate communication and timely claim resolution.
  • Monitor claim activity, follow up on outstanding items, and provide clients with regular updates.
  • Advocate on behalf of agency clients to help ensure claims are handled effectively and efficiently.
  • Maintain accurate claim records and update agency management systems as needed.
  • Assist clients with coverage-related questions and explain the claims process in a clear and professional manner.
  • Collaborate with account managers, producers, and service teams to deliver exceptional client experience.
  • Identify recurring claim trends and communicate observations or recommendations to agency leadership.
  • Maintain strong working relationships with carrier partners, claim representatives, and internal stakeholders.

Qualifications

  • College Degree preferred or relevant claim experience
  • Strong understanding of commercial claims
  • Experience working with insurance carriers, claims adjusters, and insured clients
  • Excellent communication, organization, and problem-solving skills
  • Ability to manage multiple priorities in a fast-paced, client-focused environment
  • Strong attention to detail with a commitment to providing exceptional service
  • Proficient in client management systems and workflow integration

Benefits

  • Comprehensive benefits package including medical, dental, and vision coverage
  • 401(k) retirement plan
  • Paid time off and company holidays
  • Professional growth opportunities

Location: York, PA • Work Arrangement: Hybrid/On-site flexibility

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