Claims Advocate / Loss Control

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 Executors, 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.

Performance Expectations/Responsibilities

Claims Intake and Processing:

Receive and respond to the first report of claims.

Determine the correct insurance policy for claim submission.

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).

Document claims reserves and settlements in EPIC.

Document the closing of claims in EPIC and communicate to insured, producers, and account executives.

Quality Management:

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.

Large Accident, Reserves, or Death Claims.

Loss Control or Safety Issues.

25 - $30 per hour

Medical, Dental, Vision, 401k with company match

Demonstrate ability to collaborate as a team-oriented individual, fostering effective working relationships with clients, fellow team members, adjusters, and insurance companies.

Preferred experience in handling claims.

Education/Training Requirements

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.

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.

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. J-18808-Ljbffr Mountain West Insurance & Financial Services, LLC