Claims Advocate

Brunswick Companies; Cleveland (OH); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Brunswick Private Client is seeking a dedicated Private Client Claims Advocate to serve as the primary liaison between clients, carriers, adjusters, and service providers, delivering concierge-level support throughout the claims process.

You will educate clients, triage claims, coordinate with partners, and help strengthen vendor relationships while allowing Account Executives to focus on advisory work. Hybrid role may evolve after training, with a focus on exceptional client experiences.

Qualifications

• License: Property & Casualty insurance license required or able to obtain and maintain licensure.
• Experience in personal lines claims, account management, or related insurance role preferred.
• Strong communication, organizational, and client service skills.

Responsibilities

• Serve as the primary point of contact for clients throughout the claims process.
• Receive, triage, and coordinate claims from first notice of loss through resolution.
• Educate clients on the claims process, establish expectations, and provide proactive claim updates.
• Advocate for clients by coordinating communication with carriers, adjusters, and service providers.
• Deliver an exceptional client experience throughout the life of every claim.
• Develop and maintain relationships with carrier claims representatives and trusted vendor partners.

Skills

Communication

Organization

Client service

Job description

NOTE: This position can transition to a hybrid role once fully trained and self-sufficient.

ABOUT BRUNSWICK PRIVATE CLIENT

Brunswick Private Client partners with financial advisors, family offices, attorneys, and other trusted professionals to help high-net-worth individuals and families make informed decisions about protecting their assets and lifestyles. Our approach is consultative, educational, and relationship-driven, with a focus on delivering exceptional client experiences and long-term partnerships.

POSITION SUMMARY

The Private Client Claims Advocate serves as Brunswick's dedicated claims specialist, providing concierge-level support and advocacy throughout the claims process while partnering closely with our Account Executive team. This role serves as the primary liaison between clients, carriers, adjusters, and service providers to ensure claims are handled promptly, professionally, and with the highest level of care.

The Claims Advocate is responsible for delivering an exceptional claims experience, developing specialized claims expertise, strengthening carrier and vendor relationships, and continually improving Brunswick's claims processes. By assuming ownership of day-to-day claims management, this role allows our Account Executives to remain focused on client advisory, relationship management, and retention while ensuring clients receive dedicated support during one of the most important moments in their relationship with Brunswick.

KEY RESPONSIBILITIES

Claims Advocacy & Client Experience

• Serve as the primary point of contact for clients throughout the claims process.
• Receive, triage, and coordinate claims from first notice of loss through resolution.
• Educate clients on the claims process, establish expectations, and provide proactive claim updates.
• Advocate for clients by coordinating communication with carriers, adjusters, and service providers and assisting with escalated claim issues.
• Deliver an exceptional client experience throughout the life of every claim.
• Develop and maintain strong relationships with carrier claims representatives and trusted vendor partners.
• Coordinate vendor involvement during complex claims and identify quality resources for clients.
• Serve as Brunswick's primary liaison for claims-related carrier matters.

Claims Expertise & Operational Excellence

• Develop advanced knowledge of carrier claims procedures and best practices.
• Assist Account Executives with claim-related coverage questions and strategy discussions.
• Identify claims trends and recommend operational improvements.
• Develop and maintain standardized claims workflows and client communication resources.
• Serve as a claims resource for the Private Client team.

Documentation & Department Support

• Maintain complete and accurate Epic documentation and ensure agency documentation standards are met.
• Support reporting, quality control, and compliance initiatives.
• During lighter claims activity, assist the Service Team with workflow, documentation, administrative processing, and service initiatives.
• Participate in process improvement initiatives, system enhancements, departmental projects, and other operational priorities that support the evolving needs of the Private Client department.

QUALIFICATIONS

• Property & Casualty insurance license required or ability to obtain and maintain licensure.
• Experience in personal lines claims, account management, or a related insurance role preferred.
• Strong communication, organizational, and client service skills.
• Ability to manage multiple priorities while maintaining accuracy and professionalism.
• Physical requirements: Prolonged periods working on a computer.

THE IDEAL CANDIDATE

• Personable and naturally relationship-oriented.
• Highly organized and detail-oriented.
• A strong communicator who can simplify complex topics.
• Proactive, responsive, and dependable.
• Professional, polished, and confident working with affluent clientele.
• Passionate about delivering an exceptional client experience.

CORPORATE VALUES

• Leadership – Listen first to lead with clarity and purpose.
• Ownership and Follow Through – We do what we say and follow through every time.
• Value People Deeply – We put people first and show love in every interaction.
• Experience – Use experience to provide guidance people can trust.
• Visit our LinkedIn page here: Brunswick Private Client
• Visit our website here: Brunswick Private Client Website

Visit our LinkedIn page here: Brunswick Private Client

Visit our website here: Brunswick Private Client Website

Brunswick Private Client is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All your information will be kept confidential according to EEO guidelines. Please visit www.brunswickprivateclient.com to learn more about us.