Claims Advocate

EPIC Insurance Brokers & Consultants; Atlanta (GA); Hybrid; USD 60,000 - 70,000; Full time

Job summary

EPIC Insurance Brokers & Consultants is looking for a Claims Advocate in Atlanta. The role involves managing a diverse book of Commercial Lines accounts by providing excellent customer service, processing claims, and building strong client relationships. Candidates should have 3-5 years of claims experience and a college degree in Insurance or a related field. Strong communication and analytical skills are essential. The position offers a competitive salary of $60,000 - $70,000 with potential bonuses.

Qualifications

• 3-5+ years claims experience with a carrier, TPA, or broker preferred.
• Knowledge of general liability, workers’ compensation, property, and related lines of business.
• Ability to communicate professionally to C-Suite in various industries.

Responsibilities

• Act as a liaison between the organization, insurance provider and client regarding claims.
• Receive and process information for claims.
• Monitor and follow up on outstanding claims.

Skills

Customer Service Focus

Analytical and Problem-Solving Skills

Strong Negotiation Skills

Relationship Building

Active Listening

Education

College degree in Insurance or related field

Tools

MS Office Suite

Sagitta

ImageRight

Job description

LOCATION: Carmel, IN, Atlanta, GA, Mount Laurel, NJ-Hybrid 3 days a week in the office required.

Job Overview

Claims Advocates provide excellent customer service by ensuring all client needs are met while engaging in behaviors such as claims processing, evaluation, and resolution of claims. They build robust relationships by working to understand client needs and providing solutions that effectively mitigate client risks. In this role, the Claims Advocate will be responsible for servicing and managing a diverse book of Commercial Lines accounts.

What You’ll Do

• Acts as a liaison between the organization, insurance provider and client regarding the status and eligibility for coverage for all relevant claims
• Receives and processes information for first report of claim from the client, either by phone or email
• Gathers information from client/claimant, and analyzes coverage and discusses reporting to carrier
• Processes claim with carrier or assists client with gathering data required by company to settle a claim
• Informs client about his duties and responsibilities as well as advises client of company’s procedures and acknowledges all claims in writing
• Maintains proper claim file documentation including claim notes, correspondence, faxes and emails in Sagitta/ImageRight
• Monitors and follows up on outstanding claims, updates accounts as necessary, answers inquiries, and makes recommendations for resolution
• Reviews and researches questionable coverage decisions and reports all claims denials to management and/or the account team
• Assumes ownership of customer concerns and feedback until a resolution is successfully accomplished
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Participate in client meetings and claim reviews via conference/video calls
• Contributes to a team effort by accomplishing related results as needed

Administrative Functions

• Coordinating loss runs and other client claim information with service teams.
• Intake new claims.

Reports and Database Management

• Document client activity in Sagitta and ImageRight system.
• Provide status progress reports to clients and account team.
• Complete various reports via systems and templates.

What You’ll Bring

Customer Service Focus: Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns. Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.

Influence and Persuasion: Effective in using appropriate interpersonal styles and communication methods to persuade, convince, influence and impress others to gain acceptance of a product, service, specific agenda or course of action, develop new business and to establish credibility to sustain the respect of others.

Active Listening: Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others’ messages. Asks clarifying questions to ensure understanding.

Initiating Action: Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and Frenkel. Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description.

Information Seeking: Driven by an underlying curiosity and desire to know more about people, things or issues. This involves going beyond routine questions and includes digging or pressing for exact information and/or resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.

Relationship Building: Develops and maintains long-term relationships with others and excels at building and maintaining friendly interactions, establishing credibility and building rapport with individuals and networks of contacts.

Achievement Motivation and Perseverance: Demonstrates a determination to achieve ever-increasing levels of performance. Sets high standards and challenging goals for new accounts, financial targets, customer service and themselves. Maintains a constant focus on exceeding objectives.

Composure and Resilience: Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity. Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict.

• 3-5+ years claims experience with a carrier, TPA, or broker preferred.
• Knowledge of general liability, workers’ compensation, property, crime, inland marine, group automobile, fiduciary and related lines of business.
• Ability to communicate professionally and with confidence to C‑Suite in various industries.
• Strong analytical and problem‑solving skills.
• Excellent communication and presentation skills.
• Strong negotiation and organizational skills.
• Strong computer skills including MS office suite, Excel and PowerPoint.
• Experience with Sagitta and ImageRight is a plus.
• College degree in Insurance or related field preferred.
• P&C producer license preferred but not required.

Compensation

The national average salary for this role is $60,000.00 - $70,000.00 in base pay, exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.