Claims Advocate

The Claims Advocate will handle all insurance claim matters presented by High Net Worth/Private Clients of Risk Strategies., and affiliates, in accordance with objectives and procedures outlined by management.

Primary Responsibilities and Duties:

• Receive new losses from clients/producers. Provide guidance to ensure they are taking the appropriate steps to mitigate their damage and are acting in accordance with the terms of the policies to preserve their rights
• Report and/or ensure that the claims are filed under the appropriate policy(ies)
• Review circumstances surrounding claims along with appropriate coverage and verbally communicate preliminary coverage opinion to the client
• Acknowledge receipt of claim to client in writing and request all documents necessary in order to move forward and properly advocate on client’s behalf
• Keep internal system claim file properly updated and attach documents in accordance with protocols created and set within the department
• Handle to conclusion insurance claims presented by clients and/or as assigned by Claims Team Leader.
• Assist client in assembling and submitting their claim to the carrier
• Duties include advocating for the client, providing the client with white glove claims service throughout the claims process, maintaining an active diary, transmittal of documentation, follow up calls, and emails to the client and carrier

Requirements and Qualifications:

• Valid P&C Brokers’ license a must
• 5+ years of hands-on multi-line claims handling experience (preferably brokerage exp)
• Must possess advanced knowledge of Property & Casualty coverage
• Extensive knowledge of multi-line coverage and how coverage applies to different losses

Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With over 100 offices and 4,100 employees across the US & Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.