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About the role
Key responsibilities & impact- Provide clients with customer service such as answering claims related questions
- Discussing claims processes and following up with the client at the conclusion of the claim to ensure all issues were addressed
- Contact clients and gather all appropriate information to adequately report claims and report claims to all appropriate carriers under all appropriate lines of business
- Enter all claims into Epic and generate Acord notices and follow up with carriers to ensure that the claim was reported
- Obtain necessary adjuster contact information and claim number then provide client with this information
- Inform producers and managers of any problems or issues concerning a client or a claim
- Actively manage claims for assigned clients and follow open claims utilizing activity system, obtaining status and updating Epic
- Continuously document claim file notes with all activities conducted on claim
- Proactively guide claims to a timely resolution
- Advocate for client in reserving and claim evaluations
- Coordinate carrier request with clients
- Coordinates claim reviews between the carrier and insureds
- Actively participate in claim reviews for assigned clients
- Develop relationships with assigned clients and carriers
- Prepare loss summary reports for internal customers
- Comply with agency standards, policies and procedures and assist claims manager with all tasks as requested
Requirements
What you’ll need- HS Diploma or recognized equivalent
- 5-7 years of relevant experience
- VT or NY Property & Casualty Insurance License
- Proficiency with MS Office
- Prior experience with Applied Epic is a plus
- Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
- ... and so much more!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
claims processingclaims managementreport generationdocumentationclient advocacyloss summary reporting
Soft Skills
customer servicecommunicationrelationship buildingproblem solvingteam leadership
Certifications
HS DiplomaProperty & Casualty Insurance License