Agency Claims Consultant

Job Summary

Seeking a dedicated and detail-oriented Agency Claims Consultant to join a leading full-service insurance brokerage and risk management consulting firm. This role is responsible for managing the claims process, ensuring timely and accurate communication with clients and carriers, and providing exceptional support throughout the claims lifecycle. The ideal candidate is highly organized, customer focused, and able to manage multiple priorities in a collaborative environment.

Responsibilities

• Manage claim intake and reporting processes from initial notice through carrier submission.

• Maintain accurate claim documentation, agency management system notes, and carrier communications.

• Utilize proper activity logging, suspense tracking, and documentation procedures within the agency management system.

• Assist with loss run requests, data validation, and preparation of basic loss summaries.

• Monitor claim status and follow up with adjusters to ensure timely assignments and updates.

• Coordinate claim-related information with Account Management and Risk Control teams.

• Provide professional and empathetic client service by explaining claims processes and setting expectations.

• Assist with scheduling claim reviews and client meetings.

• Maintain strong organization and time management while managing multiple priorities.

Qualifications/Requirements

• Associate's or Bachelor's degree preferred.

• Holds an active P&C (Property and Casualty) insurance license, or is willing to obtain one.

• Interest in pursuing the Associate in Claims (AIC) designation preferred.

• Experience with Microsoft Office applications, including Outlook, Excel, Word, and PowerPoint.

• Experience using an agency management system such as EPIC or AMS360 preferred.

• Strong organizational skills and attention to detail.

• Ability to manage multiple tasks and priorities effectively.

• Excellent communication and client service skills.

• Minimum of 2 years of relevant experience preferred.

Compensation Package

• Salary Range: $50,000 - $80,000 (commensurate with experience)

• Benefits: Comprehensive benefits package.

• Work Arrangement: Hybrid.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Senior Agency Claims Consultant

Job Summary

Seeking a highly skilled and experienced Senior Agency Claims Consultant to join a team. This role is pivotal in managing complex claims, developing strategic solutions, and providing exceptional service to clients. The ideal candidate will have a strong background in commercial insurance claims, excellent analytical and negotiation skills, and the ability to collaborate effectively with internal and external stakeholders.

Compensation Package

• Salary: $100,000 - $120,000 annually, based on experience
• Benefits: Comprehensive benefits package

Responsibilities

• Manage catastrophic, litigated, and high-severity claims while leading strategy and negotiating settlements
• Analyze policy language and carrier coverage positions to develop claim strategies and support advocacy efforts
• Collaborate with attorneys, adjusters, and internal teams to resolve complex claims issues
• Conduct root-cause analysis and coordinate risk control initiatives to mitigate future losses
• Prepare and present claim reviews, loss trends, and performance analysis to senior client leadership
• Lead multi-year loss analysis and benchmarking to support renewal strategy and underwriting discussions
• Develop underwriting narratives and claims summaries to assist with renewal negotiations and pricing discussions
• Maintain strong relationships with key client contacts, carrier representatives, legal counsel, and other service partners
• Mentor and support Claims Consultants through technical guidance, training, and process improvement initiatives
• Oversee assignment of accounts within the Claims Department to ensure proper workload distribution
• Represent the organization in professional associations, industry forums, and events

Qualifications/Requirements

• Bachelor’s Degree or equivalent professional experience
• Insurance licensing or ability to obtain within 60 days
• Strong knowledge of commercial insurance policy language and claims processes
• Experience managing complex or litigated claims and developing claim resolution strategies
• Strong analytical, negotiation, and problem-solving skills
• Excellent communication and presentation skills, including experience working with executive-level clients
• Ability to collaborate effectively across internal teams and external partners
• CPCU or CIC designation (strongly preferred)
• AIC or CRIS designation (preferred)
• Experience working with an Agency Management System such as EPIC or AMS360 (preferred)
• Proficiency with Microsoft Office applications including Outlook, Excel, Word, and PowerPoint (preferred)
• Minimum of 6+ years of relevant experience

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Claims Account Executive

Job Summary

Seeking a dedicated and detail-oriented Claims Account Executive to join a dynamic team. In this role, you will be responsible for managing claims related to workers' compensation, property, and general liability. The ideal candidate will possess strong organizational skills, the ability to work collaboratively in a team environment, and a proactive approach to handling claims. This is an excellent opportunity to join a company with a strong culture, competitive compensation, and the backing of a reputable organization.

Compensation Package

• Salary Range: $65,000 - $90,000 per year
• Benefits: Comprehensive benefits package offered
• Travel: Occasional travel (<15%) for off-site team meetings, client meetings, site visits, and conferences

Responsibilities

• Handle general claim reporting for auto, property, general liability, and workers' compensation claims
• Conduct investigations and participate in reserve discussions
• Collaborate with team members to ensure efficient claims processing
• Maintain accurate and organized records of claims
• Provide exceptional service to clients and stakeholders

Qualifications/Requirements

• Education: Bachelor’s degree preferred
• Experience:
  • 1-3 years of experience in workers' compensation, property, and general liability claims (2+ years preferred)
  • Familiarity with Applied EPIC software is a plus
• Skills:
  • Strong organizational skills and attention to detail
  • Ability to take direction and work collaboratively as part of a team
  • Excellent communication and problem-solving abilities
• Other Requirements:
  • Open to candidates with agency experience; carrier experience will be considered if relevant to property and casualty claims

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Personal Lines Agency Claims Consultant

Job Summary

Seeking a highly skilled and experienced Personal Lines Agency Claims Consultant to join a team. This role is ideal for a professional with a strong background in personal lines claims and a passion for delivering exceptional service.

Compensation Package

• Salary Range: $80,000 - $92,000 annually
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage personal lines claims for accounts valued at $50,000 and above, with most accounts exceeding $100,000.
• Handle primarily renewal business, ensuring timely and accurate processing.
• Serve as a trusted advisor to clients, providing expert guidance and support throughout the claims process.
• Collaborate with producers, carriers, and other stakeholders to negotiate favorable outcomes.
• Maintain strong relationships with carriers and clients, ensuring a relationship-centric approach.
• Utilize EPIC software to manage claims and documentation efficiently.
• Participate in team meetings, training sessions, and company events to stay aligned with organizational goals and culture.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of current personal lines claims experience at an independent agency.
• Technical Skills: Proficiency in EPIC software preferred.
• Soft Skills:
  • Strong cultural fit with a focus on long-term commitment.
  • Excellent communication and negotiation skills.
  • Ability to build and maintain strong relationships with clients and carriers.
  • Detail-oriented with strong organizational skills.
  • Adaptable and flexible in a dynamic work environment.

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Claims Consultant

Job Summary

Seeking a highly skilled and experienced Claims Consultant to serve as a vital liaison between Producers and insured clients. The ideal candidate will play a key role in resolving complex claims issues, providing expert guidance, and ensuring smooth communication between all stakeholders. This position requires a professional with a strong background in claims management, excellent communication skills, and the ability to think analytically in challenging situations.

Compensation Package

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance
• Paid time off and holidays
• Opportunities for professional development and certification reimbursement

Responsibilities

• Review and obtain status updates on loss runs during account renewals or as needed.
• Attend prospective customer sales presentations to highlight the value-added services of the claims department.
• Investigate individual claims identified by Producers or accounts, ensuring appropriate handling and reserving value.
• Propose alternative methods for resolving claims, assist insured clients with Return-to-Work plans, and identify suitable treatment specialists or resources.
• Provide technical guidance on claims procedures and coverage to Producers, Customer Service Representatives (CSRs), and insured clients.
• Conduct claims review meetings with insured clients, Producers, and claim representatives.
• Deliver onsite training for insured clients on claims reporting procedures, returning injured workers to the job, and mitigating Employment Practices Liability exposures.
• Advocate for insured clients in coverage disputes with insurance companies and assist in analyzing coverage issues.
• Organize technical presentations for Producers, CSRs, and customers on claims-related topics.
• Evaluate injury types, accident trends, location patterns, and communication barriers to improve claims outcomes.
• Establish and maintain a preferred medical treatment network for workers’ compensation injuries.
• Foster strong communication links with various insurance claims departments.
• Perform other duties as assigned.

Qualifications/Requirements

Education/Experience

• Bachelor’s degree required.
• Minimum of 15 years of experience in claims management, including roles as a Claim Representative, Claim Supervisor, and Claim Consultant.
• Multi-line claims background, including Workers’ Compensation, Liability, and Property.

Licensure/Certification

• Associate in Claims (AIC) certification.
• Associate in Risk Management (ARM) certification.

Personal Characteristics

• Exceptional communication skills with the ability to handle difficult situations and individuals effectively.
• Strong analytical thinking and problem-solving abilities.
• Proven ability to resolve disputes between Claim Representatives and insured clients.
• Reliable and punctual with a commitment to professional excellence.

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Senior Claims Consultant

Compensation Package

• Base Salary: $90,000 – $110,000 annually (based on experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.
• Must have P&C License
• At least 5 years of experience adjusting claims

Position Summary
Our National retail client is seeking a Senior Claims Consultant to oversee claims handling and client advocacy. This role requires independent judgment, strong technical expertise, and the ability to serve as a key liaison among clients, carriers, Account Executives, and Producers. Candidates must hold an active P&C (Property and Casualty) insurance license.

Key Responsibilities

• Oversee a portfolio of Commercial and, as applicable, Personal Lines claims
• Act as liaison between clients, carriers, and internal teams on claim-related issues
• Attend strategy meetings and renewal meetings with Producers and Account Executives
• Advocate for clients in interactions with carriers on claims matters
• Maintain strong relationships and communications with carriers and clients
• Prepare and present claim reviews and action plans to clients
• Review and process new claim reports and court decisions
• Provide claims support through research, expertise, and communication
• Participate in trainings and educational presentations on claims handling and coverage issues
• Provide guidance to Claims Administrators on submission of claims and applicable lines of business

Qualifications

• Bachelor’s degree preferred
• Minimum 5 years of insurance industry experience adjusting claims
• Holds an active P&C (Property and Casualty) insurance license
• Strong knowledge of insurance coverages, claims processes, and regulations
• Proficiency with Microsoft Office Suite and agency management software
• Excellent communication, strategic planning, and problem-solving skills
• Highly organized with ability to manage multiple priorities independently and in a team environment

#LI-JL1

Commercial Lines Claims Processor

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Claims Processor to join a team. This role is integral to operations, providing exceptional service to clients and ensuring the efficient processing of claims and related transactions. The ideal candidate will have experience working with a variety of accounts, possess strong organizational skills, and demonstrate a professional and accountable work ethic. This position offers an excellent opportunity for growth within a supportive and collaborative environment.

Compensation Package

• Salary: $60,000 - $65,000 annually (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Process endorsements, certificates, change confirmations, and invoice all transactions as per instructions from Account Managers or Account Executives.
• Assist in processing new and renewal business as requested.
• Invoice assigned commercial premium transactions.
• Process confirmed cancellations.
• Provide prompt, courteous, and knowledgeable service to customers.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience in a similar role, with exposure to a variety of accounts.
• Software Proficiency: Experience with Applied EPIC software is preferred.
• Soft Skills:
  • Professional demeanor.
  • Strong sense of accountability.
  • Ability to work independently and take initiative.
  • Team-oriented mindset.
  • Excellent communication and organizational skills.

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