Senior Claims & Client Relation Specialist - Shepherd Specialty

Shepherd Insurance LLC; Tampa (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

Join a dynamic and growing organization that values family culture and teamwork. As a Senior Claims & Client Relation Specialist, you will play a crucial role in supporting clients through the claims process, ensuring effective communication between clients, internal teams, and insurance partners. This position offers an exciting opportunity to develop strong relationships and manage diverse claims across various lines of business. If you are passionate about client advocacy and possess excellent organizational skills, this role is perfect for you. Be part of a well-established agency that prioritizes your professional growth and success.

Qualifications

• 5+ years of experience in claims management or client relations.
• Strong understanding of commercial claims adjusting is essential.

Responsibilities

• Advocate for clients throughout the claims process, ensuring positive outcomes.
• Manage all aspects of claims, including evaluations and communication.

Skills

Claims Management

Client Relations

Time Management

Organizational Skills

Interpersonal Communication

Education

High School Diploma or GED

College Degree

Tools

Microsoft Office Suite

Agency Management Systems

Job description

Description

PURPOSE:

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Specialty is a division of Shepherd Insurance, a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

As a Senior Claims & Client Relation Specialist, you are responsible for serving as the support between the client, internal service team, and insurance partners regarding all claim’s matters. With a positive attitude, you will schedule, coordinate and manage the internal and external management of the claims process.

RESPONSIBILITIES:

1. Serve as direct advocate to clients throughout each step of the claims process, including resolutions and solutions to claims issues.
2. Manage all aspects of claims across all lines of business, including coverage evaluation, regular follow-ups, and communication with insureds and internal team.
3. Develop and maintain strong relationships with external adjusters to ensure positive claim outcomes.
4. Support clients with claim reporting, adjuster assignments, and claim status updates.
5. Assist TPA and carrier adjusters with evidence requests and claims when insureds are unresponsive.
6. Ensure adherence to pre-established processes and procedures by TPA claims adjusters.
7. Monitor and review large loss claims, severe events and sensitive claims, and escalate as necessary.
8. Schedule, coordinate, and manage internal and external meetings related to claims.
9. Conduct regular meetings with insurance carriers and TPA partners to review claims, projects, and policy initiatives.
10. Participate in, lead and administer claim reviews and client presentations as required.
11. Oversee the Monthly Loss Run Process and provide loss run requests as needed.
12. Maintain claim records, track severe claim events, and ensure AMS database accuracy.
13. Stay informed and updated on claims, industry, contracts and TPA trends and attend relevant training programs.
14. Perform other related duties as assigned.

Requirements

1. Experience: At least five (5) years’ experience in similar position is desirable.
2. Required state licensing certification is desirable.
3. General liability coverage experience is desirable.
4. Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
5. Possess a thorough understanding of commercial claims adjusting or management.
6. Excellent time management and organizational skills with the capacity to balance multiple responsibilities or projects effectively.
7. Strong interpersonal abilities that facilitate clear communication with clients and colleagues.
8. Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.