Claims Consultant

Agency Claims Consultant

Job Summary

Seeking a dedicated and detail-oriented Agency Claims Consultant to join a team. As a leading full-service insurance broker and risk management consulting firm, a pride ourselves on a reputation for honesty, integrity, and exceptional service. In this role, you will play a critical part in managing the claims process, ensuring timely and accurate communication with clients and carriers, and providing empathetic support to a valued clients.

Compensation Package

• Salary Range: $50,000 - $80,000 (commensurate with experience)
• Benefits: Comprehensive benefits package
• Work Schedule: Hybrid (3 days in-office, 2 days remote)

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 empathetic and professional client service by explaining claims processes and setting expectations.
• Assist with scheduling claim reviews and client meetings.
• Maintain strong organization and time management while handling multiple projects and priorities.

Qualifications/Requirements

• Associate’s or Bachelor’s Degree (preferred).
• Interest in obtaining insurance licensing (preferred).
• Desire to pursue the Associate in Claims (AIC) designation within 2–3 years (preferred).
• Experience with Microsoft Office applications, including Outlook, Excel, Word, and PowerPoint (preferred).
• Experience working with 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.
• Strong communication and client service skills.
• Minimum of 2+ years of relevant experience preferred.

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