Commercial Lines Claims Advocate

Patriot Growth Insurance Services, LLC; Waterloo (IA); Hybrid; USD 33,000 - 36,000; Full time

Benefits offered by this job

Medical plans

Virtual healthcare

Disability coverage

Parental leave

Personalized PTO

401(k) match

Dental and vision

Employee assistance program

Job summary

Patriot Growth Insurance Services, LLC?is seeking a Commercial Lines Claims Advocate to guide insured clients through the claims lifecycle. You will coordinate with clients, carriers, and internal teams to ensure timely submissions and proactive updates, while maintaining thorough documentation.

The role emphasizes client service, collaboration, and confidentiality within a hybrid work environment based in Waterloo, IA.

Qualifications

• High school diploma or GED.
• Active Iowa Property & Casualty license or ability to obtain and maintain licensing.
• Strong written and verbal communication with professional, empathetic support.
• Excellent organizational skills and ability to multitask and manage follow-up.
• Strong attention to detail and accurate claim documentation.
• Proficiency with Microsoft Office and agency management/CRM systems.
• Ability to work collaboratively with clients, carriers, and teams.
• Commitment to confidentiality and ongoing professional development.

Responsibilities

• Serve as primary contact for insured clients throughout the claims process.
• Coordinate communication between clients, carriers, producers, and internal teams.
• Prepare and submit claims documentation within required timeframes.
• Monitor claim activity and follow up to drive timely handling and resolution.
• Review policy documentation to support submissions and coverage discussions.
• Facilitate claim review meetings and prepare client claim summaries.
• Maintain accurate records of claim activity and follow-up actions.

Skills

Customer service

Insurance license Iowa P&C

High school diploma

Written and verbal communication

Organizational skills

Attention to detail

Microsoft Office Suite

Agency management/CRM/claims systems

Team collaboration

Confidentiality

Education

Associate's degree in Business Administration

Bachelor's degree in Business Administration

Tools

Agency management systems

CRM systems

Claims management software

Microsoft Office

Job description

PDCM | Waterloo, IA | Hybrid | Full-Time

Why This Role Matters

As a Commercial Lines Claims Advocate, you'll be a trusted resource for clients navigating one of the most important moments in the insurance lifecycle: the claims process. Your ability to guide clients, coordinate communication, and advocate for timely resolutions will help deliver a positive claims experience while reinforcing confidence in their insurance program.

In this role, you'll work closely with clients, producers, carriers, and internal service teams to ensure claims are submitted accurately, tracked proactively, and resolved efficiently. You'll play an important role in strengthening client relationships, supporting account retention, and helping clients achieve the best possible claim outcomes.

How You'll Make an Impact

• Serve as the primary point of contact for insured clients throughout the claims process, providing guidance, updates, and support from claim initiation through resolution.
• Coordinate communication between clients, carriers, producers, and internal teams to ensure alignment, transparency, and timely follow-up.
• Prepare and submit claims documentation, ensuring all information is complete, accurate, and submitted within required timeframes.
• Monitor claim activity, proactively follow up on open claims, and help drive timely claim handling and resolution.
• Review policy documentation and coverage information to support claim submissions and coverage discussions.
• Facilitate claim review meetings, prepare client claim summaries, and support strategic discussions for complex or large accounts.
• Maintain accurate records of claim activity, communications, and follow-up actions within agency management systems.

Who You Are

• Client-focused and empathetic, with a genuine desire to help others during challenging situations.
• Organized and capable of managing multiple claims, priorities, and deadlines simultaneously.
• A proactive communicator who keeps stakeholders informed and follows through on commitments.
• Detail-oriented when reviewing documentation, policy information, and claim records.
• A persistent problem solver who works diligently to advance claims and remove obstacles.
• Collaborative and effective at building relationships with clients, carriers, producers, and teammates.
• Committed to professionalism, confidentiality, and exceptional client service.

What You Bring

Day One:

• Prior customer service experience, preferably within insurance, claims, account management, or a client support environment.
• Active Iowa Property & Casualty insurance license, or ability to obtain and maintain required licensing.
• High school diploma or GED.
• Strong written and verbal communication skills with the ability to provide professional and empathetic support.
• Excellent organizational skills and the ability to prioritize, multitask, and manage follow-up activities effectively.
• Strong attention to detail and commitment to maintaining accurate claim documentation.
• Proficiency with Microsoft Office Suite and agency management, CRM, or claims-related systems.
• Ability to work collaboratively with clients, carriers, producers, and internal teams.
• Commitment to confidentiality, ethical business practices, and ongoing professional development.

Valuable Additions:

• Associate's or Bachelor's degree in Business Administration or a related field.
• 2+ years of Commercial Lines insurance experience in claims advocacy, customer support, account management, or a related role.
• Knowledge of commercial insurance claims processes, carrier procedures, policy interpretation, and coverage discussions.
• Experience supporting large commercial accounts and coordinating claims review meetings.
• Familiarity with HIPAA requirements and handling sensitive or protected information.
• Experience negotiating or assisting with claim resolution and closure activities.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.

About PDCM

With roots dating back more than 100 years, PDCM blends a century of experience with industry innovation to bring you a completely different approach to managing risk and insurance. Our personalized advisers use PDCM’s unique Risk Reduction Approach to take a comprehensive look at our client’s needs and customize a plan for their family or business. PDCM blends a century of experience with industry innovation to bring you a different approach to managing risk and insurance. Our dedication and commitment to serving the business community has enabled us to become one of the most successful independent insurance agencies and consulting firms in Iowa. PDCM is a proud partner agency of Patriot Growth Insurance Services, LLC.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

Pay Range:

Posted below**Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team. Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range: $24.04 USD - $26.44 USD