Wilhelm

Manager

• Develop and implement claim department strategies that support the agency’s goals and build annual roadmap/plan across all claim functions.
• Act as primary contact for the agency for all claim-related inquiries and handle escalated employee scenarios with leadership.
• File claims with appropriate carriers, confirm claim set-up, document and follow up until claim closure; generate claims status reports and claim data.
• Review and analyze claims loss and expense reserves; identify exposures and report pending claims/litigation to management.
• Educate clients on claims processes, advise on options and implications, schedule periodic/quarterly claims meetings for large clients, and participate in renewals/presentations.
• Document client activity in agency management system and maintain Claims procedures for consistency, efficiency, and data accuracy.
• Prepare templates, documents, cheat sheets and letters; partner with admin teams (IT, Strategy) to implement process improvements.

Claims Manager