About The Position

The Claims Advocate gathers claims activities and results and facilitates claim resolutions as needed. The role serves as a liaison between clients and insurance carriers, advocating for the best outcome for the client while respecting the insurance carrier. It ensures claim forms are accurate and complete and reviews claim status, action plans, and reserves using advanced problem-solving skills. The Claims Advocate challenges adjustments when warranted and advocates for the client's best outcome in accordance with Lockton Company service standards. The position coordinates and performs cost-containment surveys to evaluate clients’ existing cost-management programs; provides status reports to clients and keeps internal clients informed; develops yearly service plans for each client’s policy; and coordinates and attends regularly scheduled client claims-review meetings. It also develops audit sheets, summarizes findings and calculations in a written report, reviews loss history and recommends ways to improve the client’s position, and researches industry trends and governmental regulations. Other responsibilities and duties may be assigned as needed.

Requirements

  • Bachelor of Arts or Sciences degree in a business or related field, or equivalent practical insurance claim management experience.
  • Substantial knowledge of Third Party Administrators’ practices and procedures, and the ability to develop long-term partnerships that meet client expectations and needs.
  • Proven experience evaluating the accuracy of property and casualty claim reserving practices.
  • Strong knowledge of evaluating, interpreting, and communicating insurance claims and coverage.
  • Strong knowledge of Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint.
  • Strong verbal and interpersonal communication skills.
  • Understanding of industry trends and governmental regulations.
  • Ability to complete continuing education requirements as needed.
  • Ability to attend company, department, and team meetings as required, including industry training sessions.
  • Ability to comply with company policies and procedures and proactively protect confidential client and company information.
  • Ability to organize work efficiently and manage time to meet deadlines.
  • Ability to travel by automobile and aircraft.
  • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.
  • Ability to work at a computer for a prolonged amount of time.
  • Ability to work outside normal business hours as needed.
  • Legally able to work in the United States.

Responsibilities

  • Gather claims activities and results and facilitate claim resolutions as needed.
  • Act as a liaison between clients and insurance carriers, advocating for the best outcome for the client while respecting the insurance carrier.
  • Ensure the accuracy and completeness of claim forms.
  • Review claim status, action plans, and reserves using advanced problem-solving skills.
  • Challenge adjustments when warranted and advocate for the client’s best outcome in accordance with Lockton Company service standards.
  • Coordinate and perform cost-containment surveys to evaluate clients’ existing cost-management programs.
  • Provide status reports to clients and ensure internal clients are well informed.
  • Develop yearly service plans for each client’s policy.
  • Coordinate and attend regularly scheduled claims-review meetings with clients.
  • Develop audit sheets and prepare written reports summarizing findings and calculations.
  • Review loss history and provide recommendations to improve the client’s position.
  • Research industry trends and governmental regulations.
  • Perform other responsibilities and duties as needed.
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