About the Role

As Insurance Agency Claims Specialist, you are often the first point of contact for clients when a claim occurs. Your ability to report claims in a timely manner, gather pertinent information in a thorough manner, and provide reassurance is critical to setting the process up for success. Your attention to detail when documenting reports, updates, and resolutions in the insurance agency’s management system, as well as provide communicate claims statuses, is helpful to the sales and service teams.

Duties & Responsibilities

  • Accurately report and file claim notices with insurance carriers
  • Maintain electronic files and records within the agency management system 
  • Track claim status and create reports for internal staff and client use
  • Communicate with and get updates from adjusters
  • Participate in strategic client meetings as required

Skills & Experience

  • Minimum one (1) year of experience working with property and casualty insurance claims
  • Understanding of claims handling guidelines and workflows

Job Specs

Because this position is with a retail insurance agency, you will not directly adjust claims but serve as a liaison to help administer and navigate the process ensuring a swift and smooth resolution for clients. Over time it’s possible this role will evolve into more client engagement and claims advocacy.

Tagged as: adjuster, agency, auto, casualty, claims, claims resolution, commercial lines, filing, general liability, insurance, personal lines, property, reporting, work comp

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