Description
Position Summary:
This individual will proactively advocate on behalf of our clients. This position is responsible for an alpha split pertaining to commercial lines clients in Tiers 3&4. This person may also be assigned specific accounts as needed. This role will manage the claims lifecycle from inception to conclusion as appropriate depending on the Tier. During that time, the main focus will be to assist the client with their claim and any concerns surrounding the claims process. This individual will follow up with independent adjusters and insurance carriers as needed, as well as assist some clients with reporting claims directly to the carrier and maintain diaries on Tier 3. This role may also include assistance with spreadsheet reports, special projects as well as handling subrogation.
This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual.
Essential Job Functions:
- Function as main point of contact for clients. Address general questions, provide guidance on coverage and informs/educates clients on claims process.
- Take insured’s first notice of loss, submit to appropriate carrier or transfer client to the carrier to report the claim directly.
- Manage diary system for follow up for Tier 3 Clients.
- Manage claim life cycle for Tier 3 Clients.
- Serve as off hours Claims contact on rotating basis.
- Maintain Imageright files and document activity using claims management system.
- May be assigned special clients or programs for handling.
- May handle Subrogation Recovery.
- Serve as back up to other Claims Consultants and Claims Administrator as needed.
- Performs other duties as assigned.
Requirements
Skills and Abilities:
- Fluency in MS Office products.
- Superior verbal and written communications skills.
- Strong knowledge of insurance coverage and terminology.
- Ability to multitask and operate in an ever changing environment is critical.
- Ability to work well in a team environment.
- Ability to communicate clearly, to work well with others, and to manage time effectively.
Education and Experience Requirements:
- Associate or Bachelor’s degree preferred or equivalent in work experience.
- Insurance designation preferred.
- 3+ years’ experience in Insurance, preferably in claims.
- Adjuster’s or Producer’s License required.
Skills Required
- Fluency in Microsoft Office products
- Superior verbal and written communication skills
- Strong knowledge of insurance coverage and terminology
- Ability to multitask in a changing environment
- Ability to work effectively in a team environment
- Clear communication and effective time-management skills
- Associate or bachelor's degree, or equivalent work experience
- Insurance designation
- At least 3 years of insurance experience, preferably in claims
- Adjuster's or Producer's license
What We Do
Starkweather & Shepley is a leading independent insurance brokerage firm dedicated to providing comprehensive risk management solutions and personalized service to businesses and individuals.









