The Role
Manages insurance claims from initial notification through resolution. Responsibilities include logging claims, submitting documentation, tracking status, processing payments and reimbursements, communicating with clients and carriers, reviewing coverage, supporting denials and appeals, maintaining accurate records, reconciling claims, and following compliance requirements.
Summary Generated by Built In
About Nichols CauleyNichols Cauley is a leading integrated financial services platform recognized among the Top 100 Firms by Inside Public Accounting. We are honored to be named one of Accounting Today’s Best Firms to Work For and Best Firms for Young Accountants, reflecting our commitment to professional excellence, career development, and a collaborative, supportive culture. Through our Manage. Protect. Grow. approach, we provide clients with coordinated expertise across tax, assurance, outsourced accounting, insurance, transaction advisory, and strategic consulting services. By strategically investing in technology, automation, and AI-driven innovation to enhance client service and empower our team members to do their best work. At Nichols Cauley, you’ll find an environment where relationships matter, innovation is encouraged, and long-term success is a shared goal. If you’re seeking a rewarding career with an organization dedicated to your growth, development, and future success, we encourage you to apply and join our team.Position SummaryThe Client Claims Associate is a detail-oriented, customer-focused role within Nichols Cauley's Risk and Insurance practice, central to the firm's claims management operations. This position serves as a liaison between clients, carriers, and internal teams, managing the full lifecycle of insurance claims from initial notification through resolution.This role ensures timely and accurate claims processing while maintaining the highest standards of client service, working closely with carriers and colleagues across the practice to protect client interests and support Nichols Cauley's Manage. Protect. Grow. approach.Key ResponsibilitiesClaims Administration & Processing
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
- Receive and log incoming claims from clients and carriers.
- Input claim information into the agency management system (AMS) and carrier portals.
- Prepare and submit required claim documentation to insurance carriers.
- Track claim status and maintain organized claim files, both digital and physical.
- Process claim payments and coordinate reimbursements to clients.
- Respond to client inquiries regarding claim status and coverage questions.
- Serve as the primary point of contact for assigned claims, providing regular updates.
- Communicate with insurance carriers to expedite claim processing.
- Document all client interactions and correspondence.
- Address client concerns professionally and escalate complex issues when needed.
- Review policies to verify coverage applicability and limitations.
- Identify potential coverage gaps or exclusions.
- Prepare clear explanations of coverage determinations for clients.
- Assist with denial management and appeal processes.
- Maintain thorough claim documentation for audit and compliance purposes.
- Meet established turnaround times for claim acknowledgment and resolution.
- Maintain accurate records and ensure data integrity across all systems.
- Assist with month-end and year-end claim reconciliation.
- Support compliance with regulatory requirements and carrier guidelines.
- Participate in training programs and stay current on industry changes.
- High school diploma or equivalent.
- 1-3 years of claims processing or insurance customer service experience.
- Proficiency with insurance agency management systems (AMS360 preferred) and Microsoft Office.
- Strong written and verbal communication skills.
- Ability to multitask and prioritize in a fast-paced environment.
- Attention to detail and strong organizational skills.
- Professional demeanor and commitment to client satisfaction.
- Strong problem-solving and analytical skills, with sound professional judgment in handling sensitive or confidential information.
- Experience with commercial or property & casualty insurance claims.
- Familiarity with carrier portals and insurance terminology.
- A track record of customer service excellence with measurable results.
- Bilingual capabilities (Spanish/English).
- Basic understanding of commercial insurance policy coverage.
- Certification or pursuit of the AIC (Associate in Claims) designation.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- High school diploma or equivalent
- 1-3 years of claims processing or insurance customer service experience
- Proficiency with insurance agency management systems; AMS360 preferred
- Proficiency with Microsoft Office
- Strong written and verbal communication skills
- Ability to multitask and prioritize in a fast-paced environment
- Attention to detail and strong organizational skills
- Professional demeanor and commitment to client satisfaction
- Strong problem-solving and analytical skills
- Sound professional judgment when handling sensitive or confidential information
- Experience with commercial or property and casualty insurance claims
- Familiarity with carrier portals and insurance terminology
- Track record of customer service excellence with measurable results
- Bilingual Spanish and English capabilities
- Basic understanding of commercial insurance policy coverage
- Certification or pursuit of the Associate in Claims designation
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The Company
What We Do
Nichols Cauley is an integrated financial and business advisory firm serving small and midsized businesses, entrepreneurs, and family-owned companies, primarily across the Southeast. Its services span accounting and outsourced finance, tax and state/local tax consulting, audit and assurance, business and CFO advisory, risk management, insurance and employee benefits, ERP solutions, and mergers-and-acquisitions advisory. The firm coordinates these disciplines to help clients manage operations, protect assets, and support growth.
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