Claims Advocate

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Description Delivering Peace, Empowering your Potential, and Fortifying the Future. Claims Advocate at Mountain West Insurance & Financial Services As a Claims Advocate at Mountain West Insurance & Financial Services, you will be a key contributor by creating excellent customer experiences while processing client claims. This pivotal role requires taking ownership of communication between clients and the insurance company, facilitating collaboration with Producers and Account Executives, and leveraging Risk Management tools. Your focus will be on providing proactive claims management and identifying claim trends to assist in minimizing exposure while ensuring a high level of client satisfaction. Responsibilities Receive and respond to the first report of claims. Determine the correct insurance policy for claim submission. Prepare the First Notice of Loss Report and submit it to the insurance carrier. Collaborate with the insurance carrier to ensure prompt assignment to an adjuster and first contact. Advise clients on Claim Number and Adjuster Contact Information for effective communication. Document comprehensive Claims Information and all related communications in EPIC (agency management system). Understand various coverages and engage in discussions with Adjusters as needed. Document claims reserves and settlements in EPIC. Monitor reserves to verify appropriateness and communicate findings. Document the closing of claims in EPIC and communicate to insured, producers, and account executives. Ensure adherence to best practices for high quality management of claims. Prepare detailed claim summary reports and coverage reviews as requested. Conduct ongoing claim reviews for assigned clients. Review claims on loss runs to support Account Executives in marketing renewals. Advise Producers and Account Executives on various claims matters, including: Large Accident, Reserves, or Death Claims. Frequency Issues. Loss Control or Safety Issues. Compensation & Benefits $25 – $30 per hour Medical, Dental, Vision, 401k with company match Paid Time Off (PTO) Required Skills Demonstrate ability to collaborate as a team-oriented individual, fostering effective working relationships with clients, fellow team members, adjusters, and insurance companies. Knowledge of insurance coverages, products, and usages, or a high level of technical insurance expertise. Preferred experience in handling claims. Capable of reviewing and analyzing detailed information for accuracy and completeness. Strong analytical and problem‑solving skills, including the ability to analyze and interpret complex and abstract insurance situations. Efficient self‑direction and multitasking capabilities in a fast‑paced department. Excellent verbal and written communication skills. Strong interpersonal skills with the ability to resolve conflicts effectively. Education/Training Requirements College degree or equivalent experience preferred. Proficient in using a personal computer, calculator, agency automation systems, and various application/software programs (e.g. MS Word, MS Excel, MS Outlook, Epic). Maintain insurance license as required by the appropriate State Department of Insurance, and Mountain West Insurance & Financial Services, LLC. Work Environment/Physical Demands Extended periods of sitting at a desk while using a computer and other office equipment. Repetitive motion tasks, such as typing, data entry, and phone use. Occasional lifting of files or other materials, typically weighing up to 20 pounds. Ability to move freely around the office space to collaborate with colleagues or access office resources. Visual acuity to read documents, screens, and fine print on documents. Manual dexterity to operate office equipment and handle paperwork efficiently. Ability to maintain focus and attention to detail in a sometimes fast paced and multitasking environment. The office environment typically has a moderate noise level consistent with a professional office setting. Some travel may be required for this position, primarily for attending training sessions, conferences, or meetings with clients or stakeholders. A valid driver's license and reliable transportation may be necessary for travel to off‑site locations. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Please note that this job description is subject to change at any time and does not encompass all responsibilities, duties, or activities that may be required of the employee. Additional tasks, responsibilities, and duties may be assigned as deemed necessary by management. Position Details Location: Englewood, CO Employment Type: Full‑Time Job Title: Claims Advocate Number of Openings: 1 Exempt/Non‑Exempt: Non‑Exempt About the Organization Mountain West Insurance & Financial Services is a fast‑growing independent insurance agency partnered with a nationally ranked top 15 insurance brokerage holding company. Founded in 1998, Mountain West has over 200 employees and over 20 office locations across Colorado and in Farmington, New Mexico, including many of Colorado's top ski resort communities. Mountain West is a rapidly growing company representing clients in over 40 states offering unlimited career opportunities. This position is currently accepting applications. #J-18808-Ljbffr Mountain West Insurance & Financial Services LLC