Claims Advocate - Financial Institutions

Alliant; New York (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

Alliant Insurance Services, Inc. in Chicago, IL is seeking a Claims Advocate for Financial Institutions to service existing accounts and support Producers by pursuing new business, with responsibility for medium and complex claims.

You will advocate for clients, analyze coverage and reserves, negotiate settlements, and coordinate with carriers, clients, and legal counsel to achieve the best possible outcomes.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Six (6) or more years related work experience, brokerage or insurance carrier experience preferred.
• Possession of CPCU, AIC and/or ARM preferred.
• Valid Fire and Casualty Broker – Agent license.
• In depth knowledge of all commonly encountered P&C insurance coverage and Risk Management concepts and techniques.

Responsibilities

• Acts as an advocate and claims specialist to provide support to clients, claimants, Producers, and carriers.
• Provides initial and on-going advocacy on claims including detailed analysis, interpretation, consultation and negotiation of coverage and reserves.
• Provides assistance on complex, large claims issues.
• Reports to carriers on property, liability, litigated, high exposure and specialty claims.
• Maintains claim diaries and reviews reservations of rights of denials.
• Travels to loss sites to assist clients with the claim process.
• Meets with clients and internal staff to provide analysis, interpretation and recommendations regarding client loss information.
• Responds to clients and Producers regarding coverage, exposure, and settlement questions.
• Manages subrogation and recovery situations by working closely with client.
• Prepares coverage arguments for client advocacy and form coverage positions as client advocate.
• Works with client legal counsel on coverage, claims and strategy for settlement.
• Assists client with case preparation and support as needed, using negotiation skills to provide best possible outcome for clients.
• Provides value added services to Producers, focusing on account retention and obtaining new business.
• Develops training materials with a client and service team perspective for coverage reviews, loss reporting procedures, and claims guidelines in handling various situations.
• Conducts quarterly claims review meetings with employer representatives.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Other duties as assigned.

Skills

Verbal and written communication

Teamwork

Customer service

Leadership

Analytical skills

Interfacing with executives

MS Office proficiency

Education

Bachelor’s degree or equivalent

6+ years experience in brokerage or insurance

CPCU/AIC/ARM preferred

Fire and Casualty Broker license

P&C insurance knowledge

Job description

Claims Advocate - Financial Institutions

Chicago, IL, USA

Job Description

Posted Thursday, August 20, 2026 at 7:00 AM

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

SUMMARY

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. Independent responsibility for managing medium and complex claims of assigned clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Acts as an advocate and claims specialist to provide support to clients, claimants, Producers, and carriers;
• Provides initial and on-going advocacy on claims including detailed analysis, interpretation, consultation and negotiation of coverage and reserves;
• Provides assistance on complex, large claims issues;
• Reports to carriers on property, liability, litigated, high exposure and specialty claims;
• Maintains claim diaries and reviews reservations of rights of denials;
• Travels to loss sites to assist clients with the claim process;
• Meets with clients and internal staff to provide analysis, interpretation and recommendations regarding client loss information;
• Responds to clients and Producers regarding coverage, exposure, and settlement questions;
• Manages subrogation and recovery situations by working closely with client;
• Prepares coverage arguments for client advocacy and form coverage positions as client advocate;
• Works with client legal counsel on coverage, claims and strategy for settlement;
• Assists client with case preparation and support as needed, using negotiation skills to provide best possible outcome for clients;
• Provides value added services to Producers, focusing on account retention and obtaining new business;
• Develops training materials with a client and service team perspective for coverage reviews, loss reporting procedures, and claims guidelines in handling various situations;
• Conducts quarterly claims review meetings with employer representatives;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

EDUCATION / EXPERIENCE

• Bachelor’s degree or equivalent combination of education and experience
• Six (6) or more years related work experience, brokerage or insurance carrier experience preferred
• Possession of CPCU, AIC and/or ARM preferred
• Valid Fire and Casualty Broker – Agent license
• In depth knowledge of all commonly encountered P&C insurance coverage and Risk Management concepts and techniques

SKILLS

• Excellent verbal and written communication skills
• Ability to work within a team and to foster teamwork
• Excellent customer service skills, including telephone and listening skills
• Great leadership, problem solving and time management skills
• Advanced analytical skills
• Ability to interface with internal and external executives
• Proficient in Microsoft Office Suite

#LI-DR1

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits