Claims & Survey Coordinator

Jewelers Mutual Group • Neenah, WI

16h

About The Position

The Claims & Survey Coordinator provides administrative and operational support for the General Agency's survey and claims functions. This position coordinates insurance surveys, tracks survey requirements and recommendations, maintains survey records, monitors claims activity, and serves as a liaison with vendors, carriers, adjusters, and internal stakeholders. The role ensures the timely collection, organization, and reporting of survey and claims information while supporting efficient agency operations.

Requirements

• High school diploma or equivalent.
• Strong organizational and time-management skills.
• Proficiency with Microsoft Office applications, including Outlook, Excel, and Word.
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines.
• Effective written and verbal communication skills.

Nice To Haves

• Associate’s degree in business, insurance, or related field.
• 1-3 years insurance experience in claims or underwriting support helpful.
• Experience working with insurance agency management systems and carrier portals.
• Knowledge of commercial property and casualty insurance.

Responsibilities

• Compile insurance applications for all risks requiring survey into consolidated PDF packages and submit them to survey vendors (e.g., FISK, Premier); manage multiple, overlapping monthly survey cycles as bordereaux are received.
• Review incoming survey reports for accuracy — confirming the address, policy number, named insured, and location match the application — and return any discrepancies to the vendor for correction.
• Save completed survey reports in the agency system, retain them for future renewal cycles, and track outstanding reports through to completion.
• Prepare requirement and recommendation letters from survey reports, send them to insureds, and follow up to confirm requirements are satisfied.
• Order surveys for open-market business (fine art, jewelers block, JB Select binders, and similar) and coordinate with London and domestic underwriters to obtain any resulting requirements.
• Verify survey-vendor invoices against work actually completed, flagging vendor errors so the agency is not charged for them.
• Log and monitor claims, following up with domestic carriers and adjusters (e.g., Hartford, CNA, Berkeley, Selective, Travelers) for status, payment, and reserve updates.
• Pull loss runs, claim details, and policy documents from carrier portals; reconcile claims filed directly with carriers and capture claim data to support carrier/loss reporting and producer requests.

Benefits

• Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.
• Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
• Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
• Great Place to Work® Certified: Join a team recognized for an environment of innovation and growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED