Claims Specialist
Risk Strategies Company
(Burlingame, California)Today’s complex, dynamic world of highly interconnected, globalized business requires a different approach to risk; smart, agile, innovative.
To handle commercial and personal lines property casualty insurance claim matters for Risk Strategies’ clients
- Receive newly created loss from Claims Administrator and confirm that the claims is filed under the appropriate policy
- Review circumstances surrounding claims along with appropriate coverage and verbally communicate preliminary coverage opinion to the client
- Acknowledge receipt of claim to client in writing and request all documents necessary in order to move forward and properly advocate on client’s behalf
- Keep AMS claims file properly updated and attach documents in accordance with protocols created and set within the department
- Handle to conclusion insurance claims presented by RSC clients and/or as assigned by Claims Practice Leader. Duties include advocating for the client, maintaining an active diary, transmittal of documentation and follow-up correspondence to the client and carrier
- Assist client in assembling and submitting their claim to the carrier
- Attend client meetings, on-site loss inspections and board meetings when necessary
- Coordinate and mediate at builder’s meetings on problem claims
- Field client questions or complaints and act as mediator with the carrier when necessary
- Provide information for adjusters and other company personnel as requested
- Provide insured with interim and final settlement information
- Review lawsuits submitted by clients prior to filing with carriers
- Handle Account Executive inquiries and provide loss information and runs when necessary
- Conduct and/or attend client claim reviews as requested by Producers and Account
- Executives
- Perform other duties/projects as assigned by Claims Practice Leader from time to time
- 5+ yrs. Commercial property & casualty claims experience
- Valid P&C Broker’s license preferred
- Possess excellent verbal and written communication skills and exceptional interpersonal communication skills
- Agency management system knowledge required, AMS 360/Work Smart preferred
- Proficient computer skills, in particular Microsoft Office suite
- Ability to multi-task and maintain organization in a fast paced, changing environment
- Possess the ability to provide superior customer service
- Possess excellent client advocacy and negotiation skills
- Self-starter, professional and assertive
- Exceptional organizational and time-management skills
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