Claims & Survey Coordinator

Jewelers Mutual Group; Neenah (WI); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative culture

Charitable gift matching

Great Place to Work Certified

Job summary

Jewelers Mutual Group is seeking a detail-oriented Claims & Survey Coordinator to support the General Agency’s survey and claims functions. You’ll compile survey packages, review reports for accuracy, maintain records, and coordinate with vendors, carriers, adjusters, and internal stakeholders to ensure timely reporting and efficient agency operations.

The role involves handling open-market surveys, tracking requirements, and reconciling invoices across insurer portals, while supporting renewal

Qualifications

• High school diploma or equivalent.
• Strong organizational and time-management skills.
• Proficiency with Microsoft Office applications, including Outlook, Excel, and Word.
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines.
• Effective written and verbal communication skills.

Responsibilities

• Compile insurance applications for all risks requiring survey into consolidated PDF packages and submit them to survey vendors (e.g., FISK, Premier); manage multiple, overlapping monthly survey cycles as bordereaux are received.
• Review incoming survey reports for accuracy — confirming the address, policy number, named insured, and location match the application — and return any discrepancies to the vendor for correction.
• Save completed survey reports in the agency system, retain them for future renewal cycles, and track outstanding reports through to completion.
• Prepare requirement and recommendation letters from survey reports, send them to insureds, and follow up to confirm requirements are satisfied.
• Order surveys for open-market business (fine art, jewelers block, JB Select binders, and similar) and coordinate with London and domestic underwriters to obtain any resulting requirements.
• Verify survey‑vendor invoices against work actually completed, flagging vendor errors so the agency is not charged for them.
• Log and monitor claims, following up with domestic carriers and adjusters (e.g., Hartford, CNA, Berkeley, Selective, Travelers) for status, payment, and reserve updates.
• Pull loss runs, claim details, and policy documents from carrier portals; reconcile claims filed directly with carriers and capture claim data to support carrier/loss reporting and producer requests.

Skills

Organizational skills

Time management

MS Office

Attention to detail

Written and verbal communication

Education

Associate’s degree in business, insurance, or related field

Tools

Insurance agency management systems

Carrier portals

Job description

Summary

The Claims & Survey Coordinator provides administrative and operational support for the General Agency's survey and claims functions. This position coordinates insurance surveys, tracks survey requirements and recommendations, maintains survey records, monitors claims activity, and serves as a liaison with vendors, carriers, adjusters, and internal stakeholders. The role ensures the timely collection, organization, and reporting of survey and claims information while supporting efficient agency operations.

Summary

The Claims & Survey Coordinator provides administrative and operational support for the General Agency's survey and claims functions. This position coordinates insurance surveys, tracks survey requirements and recommendations, maintains survey records, monitors claims activity, and serves as a liaison with vendors, carriers, adjusters, and internal stakeholders. The role ensures the timely collection, organization, and reporting of survey and claims information while supporting efficient agency operations.

Why Jewelers Mutual

Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.

As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.

We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.

What You’ll Do

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Compile insurance applications for all risks requiring survey into consolidated PDF packages and submit them to survey vendors (e.g., FISK, Premier); manage multiple, overlapping monthly survey cycles as bordereaux are received.
• Review incoming survey reports for accuracy — confirming the address, policy number, named insured, and location match the application — and return any discrepancies to the vendor for correction.
• Save completed survey reports in the agency system, retain them for future renewal cycles, and track outstanding reports through to completion.
• Prepare requirement and recommendation letters from survey reports, send them to insureds, and follow up to confirm requirements are satisfied.
• Order surveys for open-market business (fine art, jewelers block, JB Select binders, and similar) and coordinate with London and domestic underwriters to obtain any resulting requirements.
• Verify survey‑vendor invoices against work actually completed, flagging vendor errors so the agency is not charged for them.
• Log and monitor claims, following up with domestic carriers and adjusters (e.g., Hartford, CNA, Berkeley, Selective, Travelers) for status, payment, and reserve updates.
• Pull loss runs, claim details, and policy documents from carrier portals; reconcile claims filed directly with carriers and capture claim data to support carrier/loss reporting and producer requests.

Minimum Qualifications

• High school diploma or equivalent.
• Strong organizational and time-management skills.
• Proficiency with Microsoft Office applications, including Outlook, Excel, and Word.
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines.
• Effective written and verbal communication skills.

Preferred Qualifications

• Associate’s degree in business, insurance, or related field.
• 1-3 years insurance experience in claims or underwriting support helpful.
• Experience working with insurance agency management systems and carrier portals.
• Knowledge of commercial property and casualty insurance.

What We Offer You

• Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.
• Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
• Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes.
• Great Place to Work Certified: Join a team recognized for an environment of innovation and growth.

Accessibility and Accommodations

We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting [e-mail].