The Role
Manage claims for commercial property and casualty clients, assist in reporting new claims, evaluate coverage, and provide training to agency staff.
Summary Generated by Built In
Major Duties and Responsibilities:
- Assist Commercial lines property and casualty clients with the process of reporting new claims and with problem resolution on previously reported claims.
- Evaluate reported claims for coverage applicability, investigating aspects of the claims when necessary.
- Enter initial claim data into the agency computer system and update it as new data becomes available, in accordance with agency procedures.
- Assist other agency employees in evaluating coverage issues and resolving claim problems for their clients.
- Monitor activity on large, open claims for all clients.
- Monitor total claim activity for “Franchise Accounts.”
- Prepare the claim review portion of client stewardship reports and meetings.
- Prepare risk/loss analysis reports, upon request from clients
- Negotiate coverage, reserve and payment issues with carrier adjusters as needed.
- Participate in capability presentations, explaining and demonstrating the claim services and assistance we provide our clients.
- Serve as a member of the agency’s disaster awareness/recovery team.
- Train other agency personnel on claim procedures and technical coverage issues.
- Four-year college degree or equivalent work experience.
- Three years property/casualty insurance work experience.
- Basic knowledge of property/casualty coverages (advanced knowledge preferred).
- Good interpersonal skills and customer focus.
- Good analytical skills for evaluating claim results, sources and trends.
- Basic computer/data entry skills (agency management, word processing and spreadsheet software experience preferred).
- The ability to effectively communicate both orally (especially on the telephone) and in writing.
Skills Required
- Four-year college degree or equivalent work experience
- Three years property/casualty insurance work experience
- Knowledge of property/casualty coverages
- Good interpersonal skills and customer focus
- Good analytical skills for evaluating claim results, sources, and trends
- Basic computer/data entry skills
- Effective communication skills, oral and written
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The Company
What We Do
We believe people can achieve extraordinary things with the right support. Since 1860, Ross & Yerger has insured our clients' dreams, making an impact that goes beyond a policy. As an employee-owned independent agency, our teams have an unwavering commitment to meeting your needs first, not those of stockholders or investors. When you partner with Ross & Yerger, our team will be there, helping you in your time of need..
