Claims Advocate

Responsibilities

• This role is responsible for, although not limited to, the following job duties:
• Acts as a liaison between the organization, insurance provider and client regarding the status and eligibility for coverage for all relevant claims
• Receives and processes information for first report of claim from the client, either by phone or email
• Gathers information from client/claimant, and analyzes coverage and discusses reporting to carrier
• Processes claim with carrier or assists client with gathering data required by company to settle a claim
• Informs client about his duties and responsibilities as well as advises client of company's procedures and acknowledges all claims in writing
• Maintains proper claim file documentation including claim notes, correspondence, faxes and emails in Sagitta/ImageRight
• Monitors and follows up on outstanding claims, updates accounts as necessary, answers inquiries, and makes recommendations for resolution
• Reviews and researches questionable coverage decisions and reports all claims denials to management and/or the account team
• Assumes ownership of customer concerns and feedback until a resolution is successfully accomplished
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Participate in client meetings and claim reviews via conference/video calls
• Contributes to a team effort by accomplishing related results as needed
• ADMINISTRATIVE FUNCTIONS:
• Coordinating loss runs and other client claim information with service teams.
• Intake new claims.
• REPORTS AND DATABASE MANAGEMENT:
• Document client activity in Sagitta and ImageRight system.
• Provide status progress reports to clients and account team.
• Complete various reports via systems and templates.

Requirements

• Customer Service Focus:
• Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns. Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.
• Active Listening: Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others' messages. Asks clarifying questions to ensure understanding
• Relationship Building: Develops and maintains long-term relationships with others and excels at buildin

Additional Information

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Carmel, IN, Atlanta, GA, Mount Laurel, NJ-Hybrid 3 days a week in the office required. JOB OVERVIEW: Claims Advocates provide excellent customer service by ensuring all client needs are met while engaging in behaviors such as claims processing, evaluation, and resolution of claims. They build robust relationships by working to understand client needs and providing solutions that effectively mitigate client risks. In this role, the Claims Advocate will be responsible for servicing and managing a diverse book of Commercial Lines accounts.

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