Insurance Specialist

Key Responsibilities

• Manage insurance claims from intake to closeout.
• Prepare, estimate, submit, and track claims using Xactimate.
• Cook up supplements, get approvals, and send invoices.
• Maintain organized, compliant, and complete claim files.
• Serve as the primary liaison between insurance carriers, customers, and internal teams.
• Handle negotiations, follow-ups, and dispute resolutions with carriers.
• Communicate proactively to manage expectations and timelines.
• Document all claims to meet regulatory, carrier, and contractual requirements.
• Track key deadlines, submission milestones, and follow-up tasks.
• Maintain audit-ready documentation across systems.
• Collaborate with roofing specialists to finalize job scope and move claim to contracted project.
• Partner with project managers to align claims with production timelines.
• Drive collection efforts related to insurance claims.
• Report on claims performance, closure rates, cycle times, and financial impact.
• Contribute to building scalable claims systems, processes, and reporting.

Qualifications

• 3+ years of insurance claims experience in roofing, restoration, or construction.
• Proven hands-on experience with Xactimate for claims estimating.
• Strong knowledge of insurance claims process, documentation, and negotiation.
• Excellent communication, negotiation, and problem-solving skills.
• Proficiency in claims management or CRM systems.
• Xactimate Level 2 Certification or mastery preferred.
• Experience managing claims for commercial projects or large-loss restoration preferred.
• Existing relationships or insights into major carriers' processes preferred.
• Bilingual (Spanish a plus).