索赔倡导团队负责人
Claims Advocate Team Lead
Alliant Insurance Services 是美国最大、发展最快的保险经纪和咨询公司之一。我们通过专业化的全国性平台和当地办公室网络开展业务,为客户提供一套全面的解决方案,这些方案基于创新思维和个性化服务。Alliant 正在改变客户应对风险管理与福利的方式,使他们能够抓住新的机遇来增长和保护自己的组织。更多信息请访问公司网站:www.alliant.com。
职位概述
负责对中型到大型复杂索赔提供充分的保障/保单解释。涉及大量的直接客户沟通。
主要职责和要求
管理索赔状态并促使各方(经纪人、员工、客户和理赔员)采取下一步行动;包括预付款、部分付款、收集信息、与追偿联系人合作。
与客户法律顾问合作,处理保障、索赔和和解策略;
主要负责中型到大型复杂索赔;
管理并监督数据库中的索赔数据,包括索赔更新、运行索赔、分析索赔信息,并准备承保和/或客户审查的信息;
为客户倡导准备保障论点,并作为客户倡导者形成保障立场;
为大型财产和责任索赔提供充分的保障/保单解释;
准备和分析损失评估;
参加与客户、保险公司、法律顾问和理赔员的索赔会议,审查索赔状态,解决和处理问题;
提供后续电话、书面信函并记录为客户所做的一切工作;
根据需要与客户合作进行案件准备和支持;
运用谈判技巧,以确保客户获得最佳结果;
与保险公司、理赔员和客户建立并保持良好的关系;
从客户和服务团队的角度出发,开发培训材料,用于保障审查、损失报告程序、索赔指南等不同情况的处理;
根据需要亲自或在客户工作场所进行索赔培训;
管理索赔团队,包括激励/指导员工、提供员工培训和发展、进行绩效评估并根据需要执行纪律措施;
遵守代理管理系统数据标准和数据完整性(输入和维护完整准确的信息)
查看英文原文
Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations. More information is available on the company's website at: www.alliant.com.
SUMMARY
Responsible for providing adequate coverage/policy interpretation on medium to large complex claims. Substantial direct client contact involved.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Manages claims status and prompts various parties, broker, staff, client and adjuster to take next step; including prepayment, partial payment, gather information, work with subrogation contacts.
Partners with client legal counsel on coverage, claims and strategy for settlement;
Manages primarily medium to large, complex claims;
Manages and oversees claims data in database including claims updates, running claims runs, analyzing claims information and preparing information for underwriting and/or client review;
Prepares coverage arguments for client advocacy and form coverage positions as client advocate;
Provides adequate coverage/policy interpretation for large property and casualty claims;
Prepares and analyzes loss valuations;
Attends claims meetings with clients, carriers, legal counsel and adjusters to review claim status, resolve and settle issues;
Provides follow-up calls, written correspondence and keep records of all work done on behalf of our clients;
Partners with client on case preparation and support as needed;
Uses negotiation skills to provide best possible outcome for clients as needed;
Builds and establishes strong relationships with carriers, adjusters and clients;
Develops training materials with a client and service team perspective for coverage reviews, loss reporting procedures, claims guidelines in handling various situations;
Delivers claims training in person and in client workspace as needed;
Manages claims staff, including motivating/mentoring staff, providing employee training and development, conducting performance reviews and performing disciplinary action as appropriate;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience
Ten (10) or more years related work experience, brokerage or carrier experience
In depth knowledge of all commonly encountered P&C insurance coverage and Risk Management concepts and techniques
Valid Fire and Casualty Broker – Agent license required
Chartered Property Casualty Underwriter (CPCU) preferred
Associate in Claims-American Institute for Chartered Property and Casualty Underwriters (AICPU) preferred
Accredited Accounts Receivable Manager (ARM) preferred
SKILLS
Excellent verbal and written communication skills
Excellent leadership, problem solving and time management skills
Advanced analytical skills
Excellent planning, organizational and prioritization skills
Ability to interface with executives – internal and external
Proficient in Microsoft Office products
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Originally posted on Himalayas