Claims Advocate Team Lead

Alliant Insurance Services; Irvine (CA); On-site; USD 120,000 - 165,000; Full time

Job summary

Alliant Insurance Services seeks a senior claims professional to manage medium to large, complex claims with substantial direct client contact. You will coordinate with brokers, clients, adjusters and counsel to advance settlements and ensure coverage interpretations align with policy language.

Ideal candidates hold a Bachelor’s degree and a valid Fire & Casualty Broker license, with 10+ years of brokerage or carrier experience. CPCU/AICPU/ARM credentials are preferred.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Ten (10) or more years related work experience in brokerage or carrier.
• In-depth knowledge of commonly encountered P&C insurance coverage and risk management concepts.
• Valid Fire and Casualty Broker - Agent license required.
• CPCU preferred; AICPU preferred; ARM preferred.

Responsibilities

• Manages claims status and prompts parties to take the next step, including prepayment and information gathering.
• Partners with client legal counsel on coverage, claims and settlement strategy.
• Manages and oversees medium to large, complex claims.
• Maintains claims data in the database and prepares information for underwriting or client review.
• Prepares coverage arguments and positions as client advocate.
• Provides coverage interpretation for large property and casualty claims.
• Prepares and analyzes loss valuations.
• Attends claims meetings with clients, carriers, legal counsel and adjusters.
• Keeps records of all work and follows up with clients.

Skills

Communication

Leadership

Analytical skills

Planning & organization

Executive interface

MS Office

Education

Bachelor's degree

CPCU preferred

AICPU preferred

ARM preferred

Job description

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.

More information is available on the company's website at: www.alliant.com

SUMMARY

Responsible for providing adequate coverage/policy interpretation on medium to large complex claims. Substantial direct client contact involved.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manages claims status and prompts various parties, broker, staff, client and adjuster to take next step; including prepayment, partial payment, gather information, work with subrogation contacts.
• Partners with client legal counsel on coverage, claims and strategy for settlement;
• Manages primarily medium to large, complex claims;
• Manages and oversees claims data in database including claims updates, running claims runs, analyzing claims information and preparing information for underwriting and/or client review;
• Prepares coverage arguments for client advocacy and form coverage positions as client advocate;
• Provides adequate coverage/policy interpretation for large property and casualty claims;
• Prepares and analyzes loss valuations;
• Attends claims meetings with clients, carriers, legal counsel and adjusters to review claim status, resolve and settle issues;
• Provides follow-up calls, written correspondence and keep records of all work done on behalf of our clients;
• Partners with client on case preparation and support as needed;
• Uses negotiation skills to provide best possible outcome for clients as needed;
• Builds and establishes strong relationships with carriers, adjusters and clients;
• Develops training materials with a client and service team perspective for coverage reviews, loss reporting procedures, claims guidelines in handling various situations;
• Delivers claims training in person and in client workspace as needed;
• Manages claims staff, including motivating/mentoring staff, providing employee training and development, conducting performance reviews and performing disciplinary action as appropriate;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

• Bachelor's Degree or equivalent combination of education and experience
• Ten (10) or more years related work experience, brokerage or carrier experience
• In depth knowledge of all commonly encountered P&C insurance coverage and Risk Management concepts and techniques
• Valid Fire and Casualty Broker - Agent license required
• Chartered Property Casualty Underwriter (CPCU) preferred
• Associate in Claims-American Institute for Chartered Property and Casualty Underwriters (AICPU) preferred
• Accredited Accounts Receivable Manager (ARM) preferred

SKILLS

• Excellent verbal and written communication skills
• Excellent leadership, problem solving and time management skills
• Advanced analytical skills
• Excellent planning, organizational and prioritization skills
• Ability to interface with executives - internal and external
• Proficient in Microsoft Office products

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