Claims Advocate

The Claims Advocate serves as a trusted resource for personal and commercial insurance clients by providing guidance, support, and advocacy throughout the claims process. This role acts as a liaison between clients, insurance carriers, adjusters, and agency personnel to help ensure claims are handled efficiently, accurately, and in accordance with policy coverage.

The ideal candidate is customer-focused, detail-oriented, and knowledgeable in Property & Casualty insurance. They are skilled at navigating complex claim situations, managing expectations, and delivering exceptional service during what can often be a stressful experience for clients.

This role is ideal for someone who enjoys being the client's advocate and ensuring they receive responsive, professional support when they need it most.

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Life Insurance

Disability Insurance

Responsibilities

• Serve as the primary agency contact for clients regarding personal and commercial lines claims.
• Assist clients in reporting and initiating claims with insurance carriers.
• Act as an advocate for clients throughout the claim lifecycle by facilitating communication between insureds, adjusters, carriers, contractors, and other involved parties.
• Monitor claim progress and provide timely updates to clients and internal stakeholders.
• Review policies, coverage forms, endorsements, and claim documentation to help clients understand coverage and claim procedures.
• Assist with claim escalations and complex claim scenarios involving coverage questions, delays, disputes, or service concerns.
• Collaborate with Account Managers, Producers, and Client Executives to identify and address claim-related issues that may impact client relationships.
• Maintain accurate claim notes and documentation within agency management systems.
• Support clients following catastrophic events, severe weather incidents, property losses, liability claims, and other significant losses.
• Educate clients on risk management practices and claims reporting best practices.
• Adhere to all agency procedures, regulatory requirements, and confidentiality standards.

• High school degree or equivalency; college degree preferred
• Previous insurance work experience
• Prior claims adjuster, claims examiner, or claims service experience is a plus
• Strong communication and interpersonal skills; excellent customer service, organizational, and problem-solving skills
• Self-starter with the ability to work well independently yet function as part of a team
• Current applicable license preferred. If not currently held, the ability to obtain licenses as required by State Department of Insurance and the ability to participate in seminars or other training to maintain license(s).
• Proficiency working in Microsoft Office (Word, Excel, and Outlook)
• AMS360 and ImageRight software experience preferred

Note: The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.