Claims Advocate Lead - Financial Institutions

SUMMARY 

Responsible for providing adequate coverage/policy interpretation on medium to large complex claims.  Substantial direct client contact involved. 

ESSENTIAL DUTIES AND RESPONSIBILITIES  

Manages claims status and prompts various parties, broker, staff, client and adjuster to take next step; including prepayment, partial payment, gather information, work with subrogation contacts.

Partners with client legal counsel on coverage, claims and strategy for settlement;

Manages primarily medium to large, complex claims;

Manages and oversees claims data in database including claims updates, running claims runs, analyzing claims information and preparing information for underwriting and/or client review;

Prepares coverage arguments for client advocacy and form coverage positions as client advocate;

Provides adequate coverage/policy interpretation for large property and casualty claims;

Prepares and analyzes loss valuations;

Attends claims meetings with clients, carriers, legal counsel and adjusters to review claim status, resolve and settle issues;

Provides follow-up calls, written correspondence and keep records of all work done on behalf of our clients;

Partners with client on case preparation and support as needed;

Uses negotiation skills to provide best possible outcome for clients as needed;

Builds and establishes strong relationships with carriers, adjusters and clients;

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

Delivers claims training in person and in client workspace as needed;

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

Other duties as assigned

QUALIFICATIONS 

Bachelor’s degree or equivalent combination of education and experience

Eight (8) or more years related work experience, brokerage or carrier experience

Possession of CPCU, AIC and/or ARM preferred

Valid Fire and Casualty Broker – Agent license

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

SKILLS

Excellent verbal and written communication skills

Great leadership, problem solving and time management skills

Advanced analytical skills

Excellent planning, organizational and prioritization skills

Ability to interface with executives – internal and external

Ability and motivation to work independently

Proficient in Microsoft Office products

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