Senior Claims Examiner, Professional Lines

Coaction Global; Morristown (TN); On-site; USD 103,000 - 168,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits package

Job summary

Coaction Global seeks a Senior Claim Examiner to lead complex Professional Liability claims, including Fidelity Bond, E&O, EPL, and D&O, on primary and excess basis. You will oversee investigations, coverage analysis, reserving, and litigation management.

Collaborate with underwriting, risk management, and brokers; drive process improvements, ensure regulatory compliance, and maintain strong client relationships across accounts.

Qualifications

• Bachelor’s degree required; advanced degree or professional designations preferred.
• 10+ years in handling complex Professional Liability claims.
• Expertise in Fidelity Bond, E&O, EPL, and D&O claims (primary and excess preferred).
• Strong policy language interpretation, coverage analysis, and litigation management.
• Ability to manage large claims with significant financial exposure.
• Experience collaborating with defense counsel, experts, and third-party administrators.
• High attention to detail and commitment to quality and compliance.

Responsibilities

• Oversee end-to-end handling of complex Professional Liability claims, including investigation, coverage analysis, reserving, litigation management, and resolution.
• Evaluate and assign new claims based on complexity, jurisdiction, and expertise.
• Maintain a proactive diary system to track milestones and service standards.
• Ensure timely, strategic decisions aligned with business and client goals.
• Provide hands-on claims management for Fidelity Bond, D&O, E&O, and EPL matters.
• Direct litigation strategy with defense counsel, mediations, and trials.
• Analyze coverage issues, liability exposures, and damages with precision.
• Serve as primary liaison for key accounts and specialty programs with leadership.
• Lead claim review meetings; analyze trends and present insights to stakeholders.
• Partner with Underwriting, Risk Management, and Customer Service to align objectives.
• Drive continuous process improvements and ensure regulatory compliance.

Skills

Claims leadership

Regulatory compliance

Client relationship management

Litigation coordination

Strategic claim oversight

Education

Bachelor's degree

CPCU

AIC

JD

Job description

At Coaction, we’re a unique mix of leaders, achievers, thinkers, and team players with a high-performance mindset and a diverse skillset. We bring our industry expertise together to continually push the boundaries of what insurance can be for our clients.

As a Senior Claim Examiner at Coaction, you will join a dynamic, fast-paced claims organization focused on managing complex Professional Liability matters. This role is integral to delivering exceptional claims service across Fidelity Bond and Miscellaneous Professional lines, including Errors & Omissions (E&O), Employment Practices Liability (EPL), and Directors & Officers (D&O) claims on both a primary and excess basis.

Leveraging deep technical expertise and a strategic mindset, you will oversee the full claims lifecycle—ensuring high-quality investigations, timely resolution, and alignment with corporate objectives, regulatory requirements, and Coaction’s claim handling guidelines.

Key Responsibilities

Claims Oversight & Strategy

• Manage end-to-end handling of complex Professional Liability claims, including investigation, coverage analysis, reserving, litigation management, and resolution.
• Evaluate and assign new claims based on complexity, jurisdiction, and expertise.
• Maintain a proactive diary system to track key milestones and ensure adherence to service standards.
• Ensure timely, strategic decision-making aligned with business and client goals.

Technical Expertise

• Provide hands-on claims management for Fidelity Bond, D&O, E&O, and EPL matters.
• Direct litigation strategy in collaboration with defense counsel, including attendance at mediations, settlement conferences, and trials.
• Analyze coverage issues, liability exposures, and damages with precision and sound judgment.

Client & Broker Engagement

• Serve as a primary claims liaison for key accounts and specialty programs in partnership with Professional Liability leadership.
• Lead and participate in claim review meetings; analyze trends and present insights to internal and external stakeholders.
• Build and maintain strong relationships with brokers, insureds, and risk managers to deliver high-quality, tailored service.

Internal Collaboration

• Partner closely with Underwriting, Risk Management, and Customer Service teams to ensure alignment with broader business objectives.
• Provide insights on claims trends, emerging risks, and loss drivers to inform underwriting strategy and product development.
• Contribute to cross-functional initiatives to enhance operational effectiveness.

Process Optimization & Compliance

• Drive continuous improvement in claims handling processes, workflows, and best practices.
• Ensure full compliance with Coaction Claim Handling Guidelines and Protocols, as well as all applicable regulatory requirements and NAIC guidance.
• Maintain strong documentation and audit readiness standards.

Qualifications & Requirements

• Bachelor’s degree required; advanced degree or professional designations (e.g., CPCU, AIC, JD) preferred.
• 10+ years of experience handling complex Professional Liability claims.
• Demonstrated expertise in Fidelity Bond, E&O, EPL, and D&O claims (primary and excess experience strongly preferred).
• Strong knowledge of policy language interpretation, coverage analysis, and litigation management.
• Proven ability to manage large, complex claims with significant financial exposure.
• Experience working with defense counsel, experts, and third-party administrators.
• High attention to detail and commitment to quality and compliance.

Salary range specific to for this role: $103,000-$168,000 + discretionary incentive bonus + benefits depends on various factors including, without limitation, individual and organizational performance. The offered rate of compensation will be based on individual education, experience, and qualifications. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

Equal Opportunity Employer

Coaction is an Equal Employment Opportunity employer. Coaction’s policy is not to discriminate against any applicant or employee based on race, color, religion, national origin, gender, age, sexual orientation, gender identity or expression, marital status, mental or physical disability, and genetic information, or any other basis protected by applicable law. Coaction also prohibits harassment of applicants or employees based on any of these protected categories.