Insurance Specialist

Occidental Roofing, LLC; Tempe (AZ); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Company vehicle

Meal allowance

Equity eligibility

Job summary

Occidental Roofing, LLC is seeking an experienced Insurance Specialist to own and lead the insurance claims process from post-inspection through claim approval and finalization. You’ll be the subject matter expert for Xactimate, claims documentation, and carrier negotiation to ensure claims are processed efficiently, accurately, and profitably.

This full‑time role focuses on building a high-performance claims operation, protecting customer outcomes and driving revenue, with opportunities to

Qualifications

• 3+ years of insurance claims experience in roofing, restoration, or construction.
• Proven hands-on experience with Xactimate for claims estimating.
• Strong knowledge of insurance claims process, documentation, and negotiation.
• Excellent communication, negotiation, and problem-solving skills.
• Proficiency in claims management or CRM systems.

Responsibilities

• Manage insurance claims from intake to closeout.
• Prepare, estimate, submit, and track claims using Xactimate.
• Coordinate supplements, approvals, and invoicing.
• Maintain organized, compliant, and complete claim files.
• Serve as primary liaison between insurance carriers, customers, and internal teams.
• Handle negotiations, follow-ups, and dispute resolutions with carriers.
• Communicate proactively to manage expectations and timelines.
• Ensure all claims meet regulatory, carrier, and contractual requirements.
• Track deadlines, submission milestones, and follow-up tasks.
• Collaborate with roofing specialists to finalize job scope and move claim to contracted project.
• Partner with project managers to align claims with production timelines.
• Drive collection efforts related to insurance claims.
• Report on claims performance, closure rates, cycle times, and financial impact.

Skills

Insurance claims experience

Xactimate

Communication

Negotiation

CRM systems

Tools

Xactimate

CRM systems

Job description

Occidental Roofing is engineering the future of roofing. We're not a traditional contractor-we're a family-owned, engineering-led company building the next generation of the roofing industry.

• Our vision is bold: to establish Occidental Roofing as the national benchmark for trust, leadership, and modern professionalism by integrating qualified talent, technical innovation, and operational excellence.
• Our mission is simple: to deliver peace of mind at scale through unrivaled roofing solutions that protect homes, businesses, and communities.

We're assembling a team of builders, thinkers, and doers-disciplinated, mission-driven professionals ready to create something world-class. We value expertise. We reward results. We demand continuous improvement.

At Occidental Roofing, we work on problems with real-world, long-term impact. And we believe compensation should match that impact: meritocratic, transparent, and designed to reward the skills, ownership, and excellence you bring.

The Opportunity

We're hiring an experienced Insurance Specialist to own and lead the insurance claims process from post-inspection through claim approval and job scope finalization. You'll be the subject matter expert for Xactimate, claims documentation, and carrier negotiation- ensuring claims are processed efficiently, accurately, and profitably.

As an Insurance Specialist, you'll play a critical role in building a high-performance claims operation that protects customer outcomes, drives revenue, aligns projects scope and reduces cycle time.

We're looking for a claims professional with hands-on Xactimate experience, restoration or construction claims background, and the ambition to grow into a leadership role in our restoration division.

Key Responsibilities

• Claims Management & Processing
• Manage insurance claims from intake to closeout.
• Prepare, estimate, submit, and track claims using Xactimate.
• Coordinate supplements, approvals, and invoicing.
• Maintain organized, compliant, and complete claim files.
• Serve as primary liaison between insurance carriers, customers, and internal teams.
• Handle negotiations, follow-ups, and dispute resolutions with carriers.
• Communicate proactively to manage expectations and timelines.
• Documentation & Compliance
• Ensure all claims meet regulatory, carrier, and contractual requirements.
• Track key deadlines, submission milestones, and follow-up tasks.
• Maintain audit-ready documentation across systems.
• Collaborate with roofing specialists to finalize job scope and move claim to contracted project.
• Partner with project managers to align claims with production timelines.
• Drive collection efforts related to insurance claims.
• Report on claims performance, closure rates, cycle times, and financial impact.
• Contribute to building scalable claims systems, processes, and reporting.

Qualifications

Required

• 3+ years of insurance claims experience in roofing, restoration, or construction.
• Proven hands-on experience with Xactimate for claims estimating.
• Strong knowledge of insurance claims process, documentation, and negotiation.
• Excellent communication, negotiation, and problem-solving skills.
• Proficiency in claims management or CRM systems.

Preferred

• Xactimate Level 2 Certification or mastery.
• Experience managing claims for commercial projects or large-loss restoration.
• Existing relationships or insights into major carriers’ processes.
• Bilingual (Spanish a plus).

Why Join Us

Competitive Pay & Performance-Based Rewards

• $80,000 - $120,000 On-Target Earnings (OTE).
• Base salary + performance bonuses tied to claims cycle time, closure rates, and financial outcomes.
• Quarterly + annual performance bonuses.
• Vehicle and meals allowance.
• Direct path to Claims Manager or Restoration Division leadership roles.
• Equity eligibility (available upon 12 months of service and exceeding performance targets).
• Health insurance.
• 401(k) plan.
• Paid time off (PTO).
• Company expense card.

Location and Work Schedule

• Office Location: Tucson or Tempe headquarters.
• Work Schedule: Full-time.
• Occasional evening or weekend work during claim escalations or deadlines.
• Travel
• Regular travel to Tucson or Phoenix markets.
• Occasional travel to Tucson office for projects, meetings, and training.