Salary
💰 $60,000 - $80,000 per year
About the role
- 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.
Requirements
- Minimum 3 years’ experience in insurance claims related field.
- Highly organized and detail oriented with excellent communication skills.
- Effective problem analysis, judgement, decision making, and proactive planning.
- Collaborative team player demonstrating professionalism.
- Demonstrated strong computer skills including Microsoft Office (Word, Excel, Outlook).
- Knowledge of Agency Management Systems.
- Comply with continuing education requirements for agent licensing as well as professional designations.