Claims Advocate- P&C

EPIC BrokersNewport Beach, CA
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, interpreting P&C policies to determine applicable coverage and notify appropriate insurers.
  • Act as a liaison between clients and insurers to ensure timely claims handling and optimal outcomes.
  • Assist clients in resolving coverage issues and negotiating settlements.
  • Review summons and complaints for proper handling and reporting to carriers.
  • Respond to inquiries from clients, adjusters, producers, attorneys, and claimants regarding claims and servicing.
  • Set up and maintain claim files, preparing necessary correspondence.
  • Document all claim activity and communications within agency management systems.
  • Notify account managers and producers of client service, claims, or coverage concerns.
  • Notify Loss Control of potential safety issues that have resulted in or could result in a claim.
  • Monitor claim progress to satisfactory conclusion.
  • Participate in carrier claim reviews with the client.
  • Support clients across various industry sectors and risk profiles with responsive claims advocacy and service.
  • Set priorities and manage workflow for efficient and timely processing of responsibilities.
  • Work as a team within established timelines and production capabilities.
  • Interact professionally, effectively, supportively, and productively with others.
  • Maintain cordial and effective relations with clients, carriers, vendors, business partners, and the Southern California Account Management Team.
  • Communicate effectively with internal and external stakeholders, providing information, guidance, and support.
  • Stay informed of legislative developments, coverage changes, market trends, carrier programs, and emerging technology to enhance knowledge and performance.
  • Local travel may be required on a periodic basis.

Benefits

  • Generous Paid Time off (Managed PTO for salaried/exempt employees; 22 PTO days starting out for hourly/non-exempt employees)
  • 12 company-observed paid holidays
  • 4 early-close days
  • Paid parental leave
  • Pregnancy disability and bonding leave
  • Organ donor/bone marrow donor leave
  • Generous employee referral bonus program ($1,500 per hired referral)
  • Employee recognition programs
  • Employee Resource Groups (Women’s Coalition, EPIC Veterans Group)
  • Mentorship Program
  • Tuition Reimbursement Program
  • Leadership Development
  • Pet Insurance
  • Identity Theft & Fraud Protection Coverage
  • Legal Planning
  • Family Planning
  • Menopause & Midlife Support
  • 401(k) matching
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Wellness & employee assistance programs
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