Claims Advocate, Personal Lines

Job Description

Job Description

JOB SUMMARY AND PURPOSE

The Claims Advocate is responsible for carrier / client collaboration and advocacy of personal lines claims, determining plans of action and / or claims management expectations. They work directly with multiple insurance company representatives and clients to manage claims cost on all lines of personal lines coverages. Additionally, this individual also may have account management responsibilities for a small book of business. A strong work ethic, ability to take on multiple responsibilities, and knowledge of agency procedures and standards are a must! This role directly impacts the revenue, service and customer experience goals of the organization.

ESSENTIAL DUTIES :

Claims Management – Facilitates claims process for Insureds

• Act as a resource / point of contact for complex claims issued for Insured
• Oversee handling of claims and pursue timely closure of all claims
• Participate in claims strategies development within the Personal Lines team
• Develop positive relationships with carrier claims managers / adjusters, clients and carriers
• Analyze claims status, prepare and / or present reports to Personal Lines Manger as requested
• Document claims activity on EPIC

Advisor / Department Support – Provide technical support to Personal Lines Manager; specifically, in analyzing client needs, coverage forms and quotations.

Customer Needs Analysis – Anticipate and determine the specific, unique needs of each Insured and work to solve those problems.

Account Management – Builds relationship with Insured and determine effective ways to service their account

Customer Service and Support – Assistance and support of the ongoing needs and issues of each Client.

Insurance Industry Knowledge – Demonstrates solid knowledge and ability, including competitive and customer trends, to strategically direct Clients and solve situations.

ADDITIONAL DUTIES :

EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and / or EXPERIENCE :

SKILLS :

STARTING COMPENSATION :

Differs with experience.

The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbent’s may be requested to perform job-related tasks other than those stated in this description.