Job Description

Introduction: We are seeking an experienced and detail-oriented Commercial Lines Claims Liaison to join our team. This role serves as a critical bridge between Sales, Service, and the Carrier, ensuring efficient communication and coordination of claims-related activities. The ideal candidate will have a strong background in carrier underwriting and claims management, with the ability to work collaboratively with the Service Team and effectively manage communication between the Carrier and Insured/Customer. If you have a passion for customer service, data analysis, and process optimization, we encourage you to apply.

Essential Duties and Responsibilities:

• Serve as the primary point of contact between Sales, Service, and the Carrier, ensuring efficient communication and coordination.
• Collaborate with the Service Team to collect loss information and report it to the Carrier in a timely manner.
• Provide proactive updates to the Insured/Customer regarding claim status and developments.
• Organize and submit claims reports, ensuring they are timely and accurate.
• Address audit inquiries and concerns related to claims data.
• Participate in the audit and review of larger risk profiles to support ongoing development efforts.
• Reconcile claims data with financial records to ensure accuracy and consistency.
• Monitor and track losses and reserves to stay informed of claim developments.
• Act as a back-up to Account Manager and Account Service Manager roles as needed.
• Perform other related duties and tasks as necessary or assigned.

Requirements:

• High School diploma or equivalent (College degree preferred). Insurance studies and designations are a plus.
• Active Property and Casualty Insurance License required.
• Proficiency in Microsoft Windows, Office 365, Word, and Excel.
• Experience with Agency Management Systems; AMS360 and ImageRight experience preferred.
• Self-motivated, with the ability to manage multiple tasks independently and meet deadlines.
• Strong oral and written communication skills, with the ability to clearly convey complex information.
• Initiative and a willingness to take on additional responsibilities.
• High emphasis on teamwork, collaboration, data analysis, and process innovation.
• Ability to work independently while taking ownership of responsibilities and maintaining attention to detail.

Benefits:

• Competitive salary and benefits package.
• Opportunities for career growth and development.
• A collaborative work environment that values teamwork, innovation, and continuous improvement.

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