Claims Advocate

Position Summary

The Claims Advocate serves as a trusted resource to clients by providing claims support and advocacy for Commercial Lines and Personal Lines accounts. This role assists clients throughout the claims process, facilitates communication with carriers and adjusters, and helps ensure timely and equitable claim resolution. The Claims Advocate works closely with Producers, Account Managers, and carrier partners to deliver positive client experience and support retention efforts.

Essential Duties and Responsibilities

• Manage and coordinate Commercial Lines and Personal Lines claims from initial reporting through resolution.
• Serve as a client advocate by facilitating communication between insureds, carriers, adjusters, and other involved parties.
• Aid clients with claim reporting, documentation collection, and claim status updates.
• Maintain accurate claim documentation and activity records within EPIC.
• Develop working relationships with carrier claim representatives and adjusters.
• Participate in client meetings, renewal discussions, and stewardship meetings when requested.
• Provide claims-related support to Producers and Service Teams to enhance client retention and satisfaction.
• Analyze claim trends and assist in identifying opportunities for risk mitigation and improved claim outcomes.
• Stay current on carrier procedures, coverage forms, and claims best practices.

Qualifications and Experience

• Minimum 2 years’ experience in insurance claims, risk management or agency experience.
• Four-year college degree or equivalent work experience and/or industry designation education preferred.
• Must be able to work independently and build strong internal/external client relationships.

Compensation and Benefits

• Competitive compensation package.
• Structured professional development and career growth opportunities.
• Generous paid time off and recognized holidays.
• Comprehensive benefits package, including company 401(k) match.
• Gym membership reimbursement.

Schedule

This role will be hybrid 3 days in the office, 2 days remote weekly after the training period.

Required

All applicants must be authorized to work in and currently reside in the United States.