Claims Advocate- P&C

EPIC Brokers • Newport Beach, CA

2d • $95,000 - $105,000 • Hybrid

About The Position

This position supports a diverse portfolio of clients across multiple industry verticals and serves as a trusted claims resource to clients, carriers, and internal stakeholders. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

• Knowledge of Property & Casualty coverage forms, claims processes, and industry practices.
• Strong analytical and problem-solving skills.
• Excellent written and oral communication skills.
• Excellent organizational and time management skills
• Ability to multi-task and prioritize assignments.
• Basic math skills.
• Excellent teamwork skills,
• Ability to make good judgment
• Ability to handle sensitive situations.
• 3-5 years of Property & Casualty claims experience. Experience may be met through prior work with a broker, insurance carrier, and/or third-party administrator (TPA).
• Intermediate to advanced computer skills, including a working knowledge of Microsoft Office programs.
• Ability to interact effectively with a wide variety of people
• Ability to work independently with little supervision
• Valid P&C Brokers License

Responsibilities

• Assist clients with the reporting of Property & Casualty (P&C) claims. This responsibility requires the ability to interpret P&C policies to determine which coverage(s) apply so that all appropriate insurers are notified.
• Act as a liaison between clients and insurers to ensure that claims are being handled in a timely manner with the best possible outcome for all concerned.
• Assist clients to resolve coverage issues and to negotiate settlements.
• Review summons and complaints for proper handling and reporting to appropriate carriers.
• Respond to inquiries from clients, adjusters, producers, attorneys and claimants, not only as inquires may relate to a claim, but also from the “servicing” standpoint.
• Set up and maintain claim files; prepare faxes, cover letters and other correspondence as necessary.
• Document all claim activity and communications within the agency management systems.
• Notify account managers and producers of any client service, claims, or coverage concerns.
• Notify Loss Control of any potential safety issues that have resulted in a claim or could give rise to a claim.
• Monitor progress of claims to satisfactory conclusion.
• Participate in carrier claim reviews with the client.
• Support clients across a variety of industry sectors and risk profiles, providing responsive claims advocacy and service.
• Set priorities and manage workflow to ensure efficient and timely processing of all responsibilities.
• Work as a team within established timelines and production capabilities. Interact with others in a professional effective, supportive, and productive manner.
• Maintain cordial and effective relations with clients, carriers, vendors, business partners and members of EPIC’s Southern California Account Management Team.
• Communicate effectively with internal and external stakeholders, providing information, guidance, and support to help achieve client objectives and company goals.
• Remain informed of legislative developments, coverage changes, market trends, carrier programs, and emerging technology to continuously enhance knowledge and performance.
• Local travel may be required on a periodic basis.

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed