Claims Advocate- P&C

EPIC Insurance Brokers & Consultants; Newport Beach (CA); Hybrid; USD 95,000 - 105,000; Full time

Benefits offered by this job

PTO & Holidays

401(k) matching

Medical & dental insurance

Job summary

EPIC Insurance Brokers & Consultants in California is seeking a Claims Advocate to support a diverse client portfolio across industries. You will interpret P&C policies, liaise with insurers, and guide claims to favorable outcomes within established timelines.

The role requires 3–5 years of P&C claims experience, strong communication, and the ability to multitask and work independently. Local travel may be required; hybrid in-office schedule 2x/week in LA or Newport Beach.

Qualifications

• 3-5 years of Property & Casualty claims experience.
• Intermediate to advanced computer skills, including Microsoft Office programs.
• Ability to interact effectively with a wide variety of people.
• Ability to work independently with little supervision.

Responsibilities

• Assist clients with the reporting of Property & Casualty (P&C) claims, interpreting policies to determine applicable coverage.
• Act as a liaison between clients and insurers to ensure timely handling and best outcomes.
• Assist clients to resolve coverage issues and negotiate settlements.
• Review summons and complaints for proper handling and reporting to carriers.
• Respond to inquiries from clients, adjusters, producers, attorneys and claimants.
• Set up and maintain claim files; prepare faxes, cover letters and other correspondence.
• Document all claim activity in agency management systems.
• Notify account managers and producers of client service, claims, or coverage concerns.
• Notify Loss Control of potential safety issues related to a claim.
• Monitor progress of claims to satisfactory conclusion.
• Participate in carrier claim reviews with the client.
• Travel locally as required.

Skills

Analytical skills

Problem solving

Written communication

Oral communication

Time management

Organizational skills

Multi-tasking

Prioritization

Math skills

Teamwork

Judgment

Handling sensitive situations

MS Office

Tools

MS Office

Job description

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

LOCATION

This role will be located out of our Los Angeles or Newport Beach office, 2x a week in-office requirement.

Summary

To perform this job successfully, the Claims Advocate must be able to perform each essential duty satisfactorily. This position supports a diverse portfolio of clients across multiple industry verticals and serves as a trusted claims resource to clients, carriers, and internal stakeholders. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Duties and Responsibilities

• Assist clients with the reporting of Property & Casualty (P&C) claims. This responsibility requires the ability to interpret P&C policies to determine which coverage(s) apply so that all appropriate insurers are notified.
• Act as a liaison between clients and insurers to ensure that claims are being handled in a timely manner with the best possible outcome for all concerned.
• Assist clients to resolve coverage issues and to negotiate settlements.
• Review summons and complaints for proper handling and reporting to appropriate carriers.
• Respond to inquiries from clients, adjusters, producers, attorneys and claimants, not only as inquires may relate to a claim, but also from the “servicing” standpoint.
• Set up and maintain claim files; prepare faxes, cover letters and other correspondence as necessary.
• Document all claim activity and communications within the agency management systems.
• Notify account managers and producers of any client service, claims, or coverage concerns.
• Notify Loss Control of any potential safety issues that have resulted in a claim or could give rise to a claim.
• Monitor progress of claims to satisfactory conclusion.
• Participate in carrier claim reviews with the client.
• Support clients across a variety of industry sectors and risk profiles, providing responsive claims advocacy and service.
• Set priorities and manage workflow to ensure efficient and timely processing of all responsibilities.
• Work as a team within established timelines and production capabilities. Interact with others in a professional effective, supportive, and productive manner.
• Maintain cordial and effective relations with clients, carriers, vendors, business partners and members of EPIC’s Southern California Account Management Team.
• Communicate effectively with internal and external stakeholders, providing information, guidance, and support to help achieve client objectives and company goals.
• Remain informed of legislative developments, coverage changes, market trends, carrier programs, and emerging technology to continuously enhance knowledge and performance.
• Local travel may be required on a periodic basis.
• Knowledge of Property & Casualty coverage forms, claims processes, and industry practices.
• Strong analytical and problem-solving skills.
• Excellent written and oral communication skills.
• Excellent organizational and time management skills
• Ability to multi-task and prioritize assignments.
• Basic math skills.
• Excellent teamwork skills,
• Ability to make good judgment
• Ability to handle sensitive situations.

Education and/or Experience

• 3-5 years of Property & Casualty claims experience. Experience may be met through prior work with a broker, insurance carrier, and/or third-party administrator (TPA).
• Intermediate to advanced computer skills, including a working knowledge of Microsoft Office programs.
• Ability to interact effectively with a wide variety of people
• Ability to work independently with little supervision

Certificates, Licenses, Registrations

• Valid P&C Brokers License

The national average salary for this role is $95,000 to $105,000 in base pay and 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.

WHY EPIC

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

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