Training and Audit Manager, Sr. Claims Advocate

Gallagher•Brewster, NY

About The Position

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview The Gallagher National Risk Control Team is now the Gallagher Claims and Risk Consulting Team. This new team is equipped with experts, processes and solutions to help you meet the evolving nature of risk. As risk evolves, so has Gallagher with tools and programs to help you proactively meet these challenges now and in the future. Gallagher's Claims and Risk Consulting team includes more than 100 safety and risk control professionals across the country with in-depth knowledge of current and emerging regulations, safety and health management, and operational exposures. How you'll make an impact Acts as an Advocate for complex clients, providing assistance and coverage advice as well as monitoring of large and complex claims, documenting all pertinent activity as it relates to the claim. Acts as a Training Manager for fellow advocates, providing foundational training and development on claims advocacy best practices. Advocate responsibilities include: Consulting with clients and brokers on claims and coverage issues; Facilitating and attending client meetings and claims reviews; and Negotiating changes in reserves for a positive client outcome as appropriate by line of coverage. Provides status reports to clients as required by any applicable service plan, reviews action plans and reserves with consideration for client costs. Actively researches and obtains claims information from both clients, and carriers and timely and accurately communicate with all interested parties. Reviews all new problematic or complex claims on designated clients and formulates a plan of action to achieve a favorable claim resolution. Training responsibilities include: Facilitate meetings with Claims Advocates to discuss ongoing claim issues, address workflow challenges, and provide a safe space for advocates to share and collaborate on solutions. Conduct one-on-one meetings with Claims Advocates to address formal claim-related issues and to provide targeted training based on feedback or concerns. Lead mentoring sessions with Workers Compensation Claims Advocates to discuss system processes and workflow optimization, provide feedback and development, and to collaborate on maintaining efficiency and alignment with internal and external stakeholders. Conduct two comprehensive audits annually for the entire region, reviewing Claims Advocate files for accuracy. Share results with managers for team communication, facilitate Claims Advocate review of audit findings and schedule follow-up discussions. Partner with managers to deliver foundational training, supplemented by corporate e-learning modules. Guide new hires in managing claims from both the Pulse system and Claims Advocacy perspectives.\ Provide additional training opportunities, including company specific analytics training, meetings with regional technology experts, and Account management strategy discussions.

Requirements

5 years of relevant claims experience, with adjuster experience preferred
Advanced proficiency with Microsoft Word, Outlook, Excel, and PowerPoint
Exceptional verbal, written and interpersonal communication skills, including responsiveness
Excellent analytical, time management, and organizational skills, including ability to multi-task, prioritize, and manage large volumes of information

Nice To Haves

Previous training and development experience.

Responsibilities

Acts as an Advocate for complex clients, providing assistance and coverage advice as well as monitoring of large and complex claims, documenting all pertinent activity as it relates to the claim.
Acts as a Training Manager for fellow advocates, providing foundational training and development on claims advocacy best practices.
Consulting with clients and brokers on claims and coverage issues
Facilitating and attending client meetings and claims reviews
Negotiating changes in reserves for a positive client outcome as appropriate by line of coverage.
Provides status reports to clients as required by any applicable service plan, reviews action plans and reserves with consideration for client costs.
Actively researches and obtains claims information from both clients, and carriers and timely and accurately communicate with all interested parties.
Reviews all new problematic or complex claims on designated clients and formulates a plan of action to achieve a favorable claim resolution.
Facilitate meetings with Claims Advocates to discuss ongoing claim issues, address workflow challenges, and provide a safe space for advocates to share and collaborate on solutions.
Conduct one-on-one meetings with Claims Advocates to address formal claim-related issues and to provide targeted training based on feedback or concerns.
Lead mentoring sessions with Workers Compensation Claims Advocates to discuss system processes and workflow optimization, provide feedback and development, and to collaborate on maintaining efficiency and alignment with internal and external stakeholders.
Conduct two comprehensive audits annually for the entire region, reviewing Claims Advocate files for accuracy.
Share results with managers for team communication, facilitate Claims Advocate review of audit findings and schedule follow-up discussions.
Partner with managers to deliver foundational training, supplemented by corporate e-learning modules.
Guide new hires in managing claims from both the Pulse system and Claims Advocacy perspectives.
Provide additional training opportunities, including company specific analytics training, meetings with regional technology experts, and Account management strategy discussions.

Benefits

Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program