Claims Intake Specialist

Associated Agencies Inc•Rolling Meadows, IL

8h•$60,000 - $70,000•Hybrid

About The Position

As the primary point of contact for all new commercial claims reports, the Claims Intake Specialist delivers a thorough, organized, and concierge-level intake experience. This critical role guides clients through the initial reporting process, gathers necessary documentation, analyzes policies to determine applicable coverage, flags potential issues, and advises on claim reporting strategy to maximize outcomes before handing the file over to the Claims Manager. A career with Associated means an opportunity with an employer that offers: Stability – 130-year-old privately held insurance brokerage and risk advisory firm. Culture – We are committed to creating a family-oriented environment. Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers. A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years. Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs. Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team. Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.

Requirements

3 to 5+ years of commercial insurance experience
Active Property & Casualty license
Experience with AMS systems, preferably Applied Epic (preferred not required)
Strong understanding of commercial coverages and policy analysis (Auto, GL, Property, Workers’ Comp, Cyber, EPL, etc.)
Experience managing claims reporting and the FNOL process
Strong, professional communication skills with the ability to guide clients and set expectations
Highly organized with strong attention to detail in a fast-paced environment
Experience in a commercial brokerage, TPA, or carrier claims environment
Industry designations or coursework (AIC, CPCU, ARM, or similar

Responsibilities

Claim Intake & FNOL: Serve as the primary contact for all new commercial claim reports, promptly acknowledging submissions, setting clear expectations, and gathering essential loss data and supporting documentation.
Coverage Analysis: Read and review client policies to determine which coverages may respond to the reported loss, understand the coverage applications, and identify potential exclusions or red flags early in the process.
Reporting Strategy: Advise clients on whether a formal claim should be filed or a notice-only approach is more appropriate based on the facts and coverage analysis.
System Setup: Create the claim instance in Applied Epic, ensuring complete and accurate data entry and document organization.
Seamless Handoff: Prepare a comprehensive handoff summary for the Claims Manager detailing the loss, applicable policies, gathered information, and potential coverage issues.
Client Advocacy & Escalation: Route urgent matters (e.g., severe injuries, large litigation) immediately per guidelines, while proactively following up on outstanding intake items to ensure files are ready for carrier submission.