Provide clients with customer service such as answering claims related questions
Discussing claims processes and following up with the client at the conclusion of the claim to ensure all issues were addressed
Contact clients and gather all appropriate information to adequately report claims and report claims to all appropriate carriers under all appropriate lines of business
Enter all claims into Epic and generate Acord notices and follow up with carriers to ensure that the claim was reported
Obtain necessary adjuster contact information and claim number then provide client with this information
Inform producers and managers of any problems or issues concerning a client or a claim
Actively manage claims for assigned clients and follow open claims utilizing activity system, obtaining status and updating Epic
Continuously document claim file notes with all activities conducted on claim
Proactively guide claims to a timely resolution
Advocate for client in reserving and claim evaluations
Coordinate carrier request with clients
Coordinates claim reviews between the carrier and insureds
Actively participate in claim reviews for assigned clients
Develop relationships with assigned clients and carriers
Prepare loss summary reports for internal customers
Comply with agency standards, policies and procedures and assist claims manager with all tasks as requested

HS Diploma or recognized equivalent
5-7 years of relevant experience
VT or NY Property & Casualty Insurance License
Proficiency with MS Office
Prior experience with Applied Epic is a plus
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Lead Claims Consultant – Commercial Lines

Key skills