Claims Advocate - Private Client

SUMMARY

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business.  Independent responsibility for managing medium and complex claims of assigned clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

   Act as an advocate and claims specialist to provide support to clients, claimants, Producers, and carriers.

   Provide initial and ongoing advocacy on claims including detailed analysis, interpretation, consultation, and negotiation of coverage and reserves.

   Provide assistance on complex, large claims issues.

   Report to carriers on property, liability, litigated, high exposure, and specialty claims.

   Maintain claim diaries and review reservations of rights of denials.

   Travel to loss sites to assist clients with the claim process.

   Meet with clients and internal staff to provide analysis, interpretation, and recommendations regarding client loss information.

   Respond to clients and Producers regarding coverage, exposure, and settlement questions.

   Manage subrogation and recovery situations by working closely with client.

   Prepare coverage arguments for client advocacy and form coverage positions as client advocate.

   Work with client legal counsel on coverage, claims, and strategy for settlement.

   Assist client with case preparation and support as needed, using negotiation skills to provide best possible outcome for clients.

   Provide value added services to Producers, focusing on account retention and obtaining new business.

   Develop training materials with a client and service team perspective for coverage reviews, loss reporting procedures, and claims guidelines in handling various situations.

   Conduct quarterly claims review meetings with employer representatives.

   Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

   Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's degree or equivalent combination of education and experience  

Six (6) or more years related work experience, brokerage or insurance carrier experience preferred 

Possession of CPCU, AIC and/or ARM preferred

Valid Fire and Casualty Broker - Agent license

SKILLS

In depth knowledge of all commonly encountered P&C insurance coverage and Risk Management concepts and techniques

Proficient in Microsoft Office Suite

Excellent verbal and written communication skills 

Excellent customer service skills, including telephone and listening skills

Great leadership, problem solving and time management skills

Advanced analytical skills

Ability to work within a team and to foster teamwork 

Ability to interface with internal and external executives

Ability to maintain confidentiality

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