About the Role

The Insurance Agency Claims Specialist is responsible for claims handling over an Indiana based insurance agency’s property and casualty portfolio. You support the needs of the sales and service team with the ultimate goal of increasing client satisfaction and retention.  

Duties and 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
  • Help resolve claims disputes
  • Participate in strategic client meetings as required
  • Monitor claims inventory, answer phone calls, general admin, etc.

Skills and Experience

  • At least two (2) years of property and casualty claims handling experience. Commercial claims experience is required.
  • Understanding of claims handling guidelines and workflows.
  • Ability to analyze Commercial P&C insurance policies for coverage eligibility.
  • Ability to train and learn the claims processing guidelines and best practices as well as train on the agency’s management system.

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 the agency sees this position developing into a strategic, consultative role alongside their loss control team to provide a comprehensive shared services practice.

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

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