Property and Casualty Insurance Claims Advocate

Job Title: Property and Casualty Insurance Claims Advocate

Job Type: Fulltime

Location: Mesa, Arizona - Onsite with hybrid available after introductory period.

The Arizona Group is an Arizona based Independent Insurance Agency seeking an experienced P&C Insurance - Claims Advocate to join our team. As an Insurance Claims Advocate, you will be responsible for supporting and managing the claim service needs of Commercial and Personal Lines clients of The Arizona Group. In relationship with Client Account Managers and Producers in the area of claim service there will be additional responsibility to develop and maintain strong working relationships with carrier claim departments and adjusters, ensuring that that Clients receive the best possible outcome.

(Note: This is not a claims adjuster position.)

Qualifications: for Property and Casualty Insurance Claims Advocate

• Licensed Property & Casualty Agent in the State of Arizona – in good standing.
• Minimum of 3 years of related Commercial Property and Casualty Insurance experience.
• Strong written, verbal, presentation, interpersonal, and communication skills.
• Detail oriented with strong organizational and time management skills.
• Ability to work independently and manage multiple tasks simultaneously.
• Strong Computer skills with Microsoft Word, Excel and Outlook, and Teams.
• Experience with Applied (EPIC) agency management system preferred.
• Demonstrates continuous learning orientation.
• Professionalism in appearance, communication, and treatment of others

Responsibilities: for Property and Casualty Insurance Claims Advocate

• Perform day-to day claims service requirements of clients within designated authority.
• Serve as liaison between carrier and insured/claimant as necessary.
• Maintain accurate records of all claims and communicate updates to clients in accordance with the Agency’s Processing Standard.
• Take first report of claim from client.
• Contact Insurance Company adjusters as required.
• Check status of ongoing claims with insurance carrier at a specified time after claim has been reported.
• Advise Producer and Account Manager of claim via e-mail.
• Manage Agency draft authority, when available
• When applicable. visit clients during claims process.
• Visit with carrier representatives and adjusters as needed to maintain positive agency relationship.
• Track and manage carrier loss ratios and attempt to reduce carrier reserve amounts where appropriate.
• Work closely with Claims Representative to manage correspondence, electronic files and other necessary tasks and documentation.
• Research denial of coverage for possible coverage opportunities, where appropriate.
• Provide Education to clients as needed.
• Analyze, clearly communicate, and document issues from both internal and external clients.
• Timely resolution of outstanding issues.

Superior Service :

• Pro-active in researching and learning relevant industry developments on an ongoing basis.
• Processes all items on a timely basis to ensure excellent customer service to our clients.
• Observes and points out to the appropriate person items that may need special attention.
• Offers alternative workflows and/or other efficiencies to enhance productivity

TAG CULTURE

• Strives to treat all people fairly. Understands and respects the customs, rights and dignity of all people. Expects the best of others and demonstrates this belief by giving others support. Gives co-workers the benefit of the doubt and provides opportunity for resolution to disputes.
• Measures oneself against a standard of excellence. The standard maybe one’s own past performance (striving for constant improvement); challenging goals one has set (getting results); or going beyond what anyone has ever done before (innovation). Maintains knowledge of job functions. Follows, develops and leads reliable processes. Continually evaluates processes to streamline or eliminate those that do not add value. Develops contingency plans.
• Actions are consistent with what one says is important; “walk the talk.” Earns confidence and inspires trust by communicating intentions, ideas and feelings honestly, openly and directly. Welcomes honest feedback. Admits mistakes and works toward mutually satisfying solutions. Preserves confidentiality.
• Maintains a positive outlook, resisting stress and working constructively under pressure. Responds resourcefully and accepts responsibility for learning and change. Helps others learn from their experiences by teaching them to examine reasons for success or failure. Fosters the development and learning of others. Communicates expectations and enhances professional development through coaching practices.
• Adopts a positive leadership role, including communicating the TAG mission and Business Priority Goals that generates an excitement for the overall mission of the Agency. Seeks input from team members when making decisions. Utilizes cross-functional efforts to ensure departmental goals and objectives are met. Celebrates success with all team members.