Claims Advocate Lead - Financial Institutions

Claims Advocate Lead - Financial Institutions Chicago, IL, USA • New York, NY, USA Job Description Posted Tuesday, August 25, 2026 at 7:00 AM 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. 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; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned

QUALIFICATIONS

Bachelor’s degree or equivalent combination of education and experience Eight (8) or more years related work experience, brokerage or carrier experience Possession of CPCU, AIC and/or ARM preferred Valid Fire and Casualty Broker – Agent license In depth knowledge of all commonly encountered P&C insurance coverage and Risk Management concepts and techniques

SKILLS

Excellent verbal and written communication skills Great leadership, problem solving and time management skills Advanced analytical skills Excellent planning, organizational and prioritization skills Ability to interface with executives – internal and external Ability and motivation to work independently 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. 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 View email address on click.appcast.io For more information on Alliant Insurance Service's benefits, please visit #J-18808-Ljbffr Alliant