Claims Reporting & Administration

• Prepare and submit primary and excess claim notices to carriers in accordance with policy requirements
• Ensure timely and accurate reporting of new claims, including collection of required documentation
• Track claim acknowledgments and follow up with carriers to confirm receipt and assignment

• Maintain accurate claim records in agency management and claims systems

   

Claims Tracking & Documentation

• Maintain departmental logs, claim registers, and reporting trackers
• Monitor claim activity and document key developments, including reserves, payments, and status updates
• Ensure consistency and accuracy of claim data across internal platforms

Support to Claims Consultants

• Provide administrative and operational support to Claims Consultants on various accounts
• Assist with claim reviews, reporting packages, and claim summaries
• Coordinate scheduling and preparation of claim review meetings as needed
• Support special projects, data gathering, and reporting initiatives

Communication & Coordination

• Serve as a liaison between carriers, third-party administrators, and internal teams to facilitate information flow
• Field routine claim inquiries and direct more complex issues to Claims Consultants
• Proactively obtain claim updates from carriers and provide status reporting to internal stakeholders

• Assist in ensuring clients receive timely and accurate claim-related communications

   

Client Interaction 

• Support client-facing communications such as claim acknowledgments, status updates, and documentation requests
• Participate in client calls or meetings as needed to assist Claims Consultants
• Maintain professionalism and responsiveness in all interactions

• 1–3+ years of experience in insurance, claims administration, or brokerage operations preferred
• Basic understanding of commercial insurance coverages and claims processes
• Strong organizational and time-management skills with the ability to manage multiple priorities
• High level of accuracy and attention to detail
• Proficiency with Microsoft Office (Excel, Word, Outlook) and claims/agency management systems
• Strong written and verbal communication skills
• Ability to work collaboratively within a team environment
• Customer-service orientation with a focus on responsiveness and follow-through
• Ability to handle sensitive and confidential claim information with professionalism
• Analytical mindset with the ability to track and interpret claim data