Claims Advocate - Financial Institutions
Claims Advocate - Financial Institutions
Posted 5 days ago
SENIORITY
Senior
About the role
- Advocate for clients and manage claims with carriers and claimants
- Conduct detailed analysis, interpretation, and negotiation of coverage and reserves
- Assist with complex and high-exposure claims and report to carriers
- Maintain claim diaries, monitor reservations and denials, and track rights
- Travel to loss sites and meet with clients and internal staff for recommendations
- Respond to questions on coverage, exposure, and settlements
- Manage subrogation and recovery efforts with clients
- Prepare coverage arguments and coordinate with client's legal counsel
- Support case preparation and negotiation to achieve favorable outcomes
- Provide value-added services to Producers to help retain accounts and win new business
- Develop training materials on coverage reviews, loss reporting, and claims guidelines
- Lead quarterly claims review meetings with employer representatives
- Ensure data integrity in agency management systems
- Perform other duties as assigned
- Six (6) or more years related experience in brokerage or insurance carrier environment
- Possession of CPCU, AIC and/or ARM preferred
- Valid Fire and Casualty Broker – Agent license
- In-depth knowledge of standard P&C insurance coverage and risk management concepts
- Strong verbal and written communication skills
- Ability to work in a team and foster collaboration
- Excellent customer service and listening skills
- Advanced analytical abilities
- Proficiency with Microsoft Office Suite
- Experience interfacing with executivescommunicationteamworkleadership
- Microsoft Office Suiteclaims analysis and managementclaims liaison with carriers and attorneys
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
