Claims Consultant (Hybrid)

Claims Consultant

About Safegard, A Division of Patriot Growth Insurance Services: The Safegard Group, Inc. is a regional insurance brokerage and risk management consulting agency that services corporate, institutional, professional, and individual clients. We take a partnership approach to providing custom designed insurance programs and risk management solutions. Safegard is dedicated to superior service that is often not evident in the brokerage community. We have experienced outstanding growth since our 1994 inception, and we continue to selectively solicit accounts that value our technical and service capabilities. By utilizing our long-term relationships with insurers, third party providers, and key industry resources, we are able to provide comprehensive solutions and services to our clients. Safegard has three primary business divisions: Commercial Lines, Personal Lines, and Employee Benefits. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: The Claims Consultant provides foundational claims support by assisting clients, producers, and carrier partners with claim reporting, documentation, status tracking, and communication throughout the claims process. This role supports the organization's claims advocacy practices while helping ensure accurate documentation, timely follow-ups, and responsive client service.

Work Arrangement: This is a full-time hybrid position reporting to our office located in Media, PA.

Professional Responsibilities:

• Manage claim intake and reporting processes from initial notice through carrier submission
• Maintain accurate claim documentation, agency management system notes, and carrier communications
• Utilize proper activity logging, suspense tracking, and documentation procedures within the agency management system
• Assist with loss run requests, data validation, and preparation of basic loss summaries
• Monitor claim status and follow up with adjusters to ensure timely assignments and updates
• Coordinate claim-related information with Account Management and Risk Control teams
• Provide empathetic and professional client service by explaining claims processes and setting expectations
• Assist with scheduling claim reviews and client meetings
• Maintain strong organization and time management while handling multiple projects and priorities

Qualifications and Requirements:

• Associate's or Bachelor's Degree (preferred)
• Interest in obtaining insurance licensing (preferred)
• Desire to pursue the Associate in Claims (AIC) designation within 23 years (preferred)
• Experience with Microsoft Office applications including Outlook, Excel, Word, and PowerPoint (preferred)
• Experience working with an Agency Management System such as EPIC or AMS360 (preferred)
• Strong organizational skills and attention to detail
• Ability to manage multiple tasks and priorities effectively
• Strong communication and client service skills

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at