Claims Advocate North Meridan St, 7th Fl, Carmel, IN

EPIC Insurance Brokers & Consultants is one of the fastest‑growing firms in the insurance industry. With a nationwide presence and a culture built on ownership, inspiration, big thinking, and results, we look for people who know what they want and aren’t afraid to make it happen. LOCATION Carmel, IN; Atlanta, GA; Mount Laurel, NJ – Hybrid (3 days per week in the office required). JOB OVERVIEW Claims Advocates provide excellent customer service by ensuring all client needs are met while engaging in behaviors such as claims processing, evaluation, and resolution. They build robust relationships by working to understand client needs and providing solutions that effectively mitigate client risks. In this role, the Claims Advocate will be responsible for servicing and managing a diverse book of Commercial Lines accounts. WHAT YOU’LL DO Act as a liaison between the organization, insurance provider, and client regarding the status and eligibility for coverage for all relevant claims. Receive and process information for the first report of claim from the client, either by phone or email. Gather information from client/claimant, analyze coverage, and discuss reporting to carrier. Process claim with carrier or assist client with gathering data required by company to settle a claim. Inform client about their duties and responsibilities and advise them of company’s procedures; acknowledge all claims in writing. Maintain proper claim file documentation including claim notes, correspondence, faxes, and emails in Sagitta/ImageRight. Monitor and follow up on outstanding claims, update accounts as necessary, answer inquiries, and make recommendations for resolution. Review and research questionable coverage decisions and report all claim denials to management and/or the account team. Assume ownership of customer concerns and feedback until a resolution is successfully accomplished. Comply with all internal procedures and practices while meeting service performance and quality standards. Participate in client meetings and claim reviews via conference/video calls. Contribute to a team effort by accomplishing related results as needed. ADMINISTRATIVE FUNCTIONS Coordinate loss runs and other client claim information with service teams. Intake new claims. REPORTS AND DATABASE MANAGEMENT Document client activity in Sagitta and ImageRight system. Provide status progress reports to clients and account team. Complete various reports via systems and templates. WHAT YOU’LL BRING Customer Service Focus : Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns. Influence and Persuasion : Effective in using appropriate interpersonal styles and communication methods to persuade, convince, influence, and impress others to gain acceptance of a product, service, agenda, or course of action. Active Listening : Enhances mutual understanding by expressing genuine interest in others’ messages and asking clarifying questions. Initiating Action : Self‑starter who frequently takes a lead role in improving or enhancing a product or service to benefit the client and the company, often taking additional responsibilities beyond the formal job description. Information Seeking : Driven by curiosity and a desire to know more, digging or pressing for exact information and resolving discrepancies through series of questions or environmental scanning. Relationship Building : Develop and maintain long‑term relationships, establishing credibility and rapport with contacts. Achievement Motivation and Perseverance : Demonstrates determination to achieve ever‑increasing performance; sets high standards and challenging goals. Composure and Resilience : Handles pressure effectively, remains optimistic and persistent, and recovers quickly after setbacks. QUALIFICATIONS 3‑5+ years claims experience with a carrier, TPA, or broker preferred. Knowledge of general liability, workers' compensation, property, crime, inland marine, group automobile, fiduciary, and related lines of business. Professional and confident communication with C‑Suite across industries. Strong analytical and problem‑solving skills. Excellent communication and presentation skills. Strong negotiation and organizational skills. Proficient computer skills including MS Office suite, Excel, and PowerPoint. Experience with Sagitta and ImageRight is a plus. College degree in Insurance or related field preferred. P&C producer license preferred but not required. COMPENSATION Base pay ranges from $60,000.00 to $70,000.00, exclusive of bonuses or benefits. Compensation is determined based on experience, skills, training, certifications, education, and market data. WHY EPIC Generous paid time off, including personal days, holidays, and early‑close days. Generous leave options: paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave. Employee referral bonus of $1,500 per hired referral. Employee recognition programs and reward trips. Employee Resource Groups: Women’s Coalition, EPIC Veterans Group. Unique benefits such as pet insurance, identity theft & fraud protection, legal planning, family planning, and menopause & midlife support. 401(k) matching, medical, dental, vision, and wellness & employee assistance programs. 50/50 work culture fostering collaboration, teamwork, and inclusivity. Charitable efforts: Donation Connection, Employee Assistance Fund, and People First Foundation. Recognized among the top 10 property/casualty agencies by Insurance Journal. Visit our careers page at for more information. Equal Employment Opportunity EPIC embraces diversity in all its many forms. We are committed to fostering a community where every colleague feels welcomed, valued, respected, and heard. It is our belief that diversity drives innovation and enables us to deliver the best outcomes to our clients. As set forth in EPIC Brokers’ Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. #J-18808-Ljbffr