Claims Consultant (Hybrid)

About the role

Patriot Growth Insurance Services is a growth-focused national insurance services firm founded in 2019. We are currently ranked as the 25th largest broker in the U.S. by Business Insurance and have been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot's collaborative model delivers resources and strategic support to its agencies. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview

The Claims Consultant provides foundational claims support by assisting clients, producers, and carrier partners with claim reporting, documentation, status tracking, and communication throughout the claims process. This role supports the organization’s claims advocacy practices while helping ensure accurate documentation, timely follow-ups, and responsive client service.

Professional Responsibilities

• Manage claim intake and reporting processes from initial notice through carrier submission
• Maintain accurate claim documentation, agency management system notes, and carrier communications
• Utilize proper activity logging, suspense tracking, and documentation procedures within the agency management system
• Avoid loss run requests, data validation, and preparation of basic loss summaries
• Monitor claim status and follow up with adjusters to ensure timely assignments and updates
• Cook claim-related information with Account Management and Risk Control teams
• Provide empathetic and professional client service by explaining claims processes and setting expectations
• Absorb scheduling claim reviews and client meetings
• Maintain strong organization and time management while handling multiple projects and priorities

Qualifications and Requirements

• Associate’s or Bachelor’s Degree (preferred)
• Interest in obtaining insurance licensing (preferred)
• Desire to pursue the Associate in Claims (AIC) designation within 2 years (preferred)
• Experience with Microsoft Office applications including Outlook, Excel, Word, and PowerPoint (preferred)
• Experience working with an Agency Management System such as EPIC or AMS360 (preferred)
• Strong organizational skills and attention to detail
• Ability to manage multiple tasks and priorities effectively
• Strong communication and client service skills

Why Patriot Growth Insurance Services?

• We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception.
• We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.
• In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment.
• We offer: Medical, Dental, and Vision Benefits, Flexible Spending Account (FSA) and Health Savings Account (HSA), and Commuter Transit Programs, Company paid Short-Term Disability, Long-Term Disability and Group Term Life, Company paid Employee Assistance Program, Paid Parental Leave, Paid holidays, Personalized PTO, 401 (k).

Benefits

We offer a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer: Medical, Dental, and Vision Benefits, Flexible Spending Account (FSA) and Health Savings Account (HSA), and Commuter Transit Programs, Company paid Short-Term Disability, Long-Term Disability and Group Term Life, Company paid Employee Assistance Program, Paid Parental Leave, Paid holidays, Personalized PTO, 401 (k).

EEO & DE&I Policy

We are an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training.