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Commercial Lines Claims Advocate

patriotgrowthinsuranceservicesllc · Waterloo, IA · PDCM
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<div style="font-family: 'Segoe UI'; font-size: 14px; font-style: normal; font-weight: 400; line-height: 20px;"> <h1>Commercial Lines Claims Advocate</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>PDCM </strong>| <strong>Waterloo, IA</strong> | <strong>Hybrid</strong> | <strong>Full-Time</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">As a Commercial Lines Claims Advocate, you'll be a trusted resource for clients navigating one of the most important moments in the insurance lifecycle: the claims process. Your ability to guide clients, coordinate communication, and advocate for timely resolutions will help deliver a positive claims experience while reinforcing confidence in their insurance program.<br><br></div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">In this role, you'll work closely with clients, producers, carriers, and internal service teams to ensure claims are submitted accurately, tracked proactively, and resolved efficiently. You'll play an important role in strengthening client relationships, supporting account retention, and helping clients achieve the best possible claim outcomes.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Serve as the primary point of contact for insured clients throughout the claims process, providing guidance, updates, and support from claim initiation through resolution.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Coordinate communication between clients, carriers, producers, and internal teams to ensure alignment, transparency, and timely follow-up.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Prepare and submit claims documentation, ensuring all information is complete, accurate, and submitted within required timeframes.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Monitor claim activity, proactively follow up on open claims, and help drive timely claim handling and resolution.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Review policy documentation and coverage information to support claim submissions and coverage discussions.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Facilitate claim review meetings, prepare client claim summaries, and support strategic discussions for complex or large accounts.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Maintain accurate records of claim activity, communications, and follow-up actions within agency management systems.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Client-focused and empathetic, with a genuine desire to help others during challenging situations.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Organized and capable of managing multiple claims, priorities, and deadlines simultaneously.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A proactive communicator who keeps stakeholders informed and follows through on commitments.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Detail-oriented when reviewing documentation, policy information, and claim records.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A persistent problem solver who works diligently to advance claims and remove obstacles.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Collaborative and effective at building relationships with clients, carriers, producers, and teammates.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Committed to professionalism, confidentiality, and exceptional client service.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Prior customer service experience, preferably within insurance, claims, account management, or a client support environment.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Active Iowa Property & Casualty insurance license, or ability to obtain and maintain required licensing.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">High school diploma or GED.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong written and verbal communication skills with the ability to provide professional and empathetic support.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Excellent organizational skills and the ability to prioritize, multitask, and manage follow-up activities effectively.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong attention to detail and commitment to maintaining accurate claim documentation.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proficiency with Microsoft Office Suite and agency management, CRM, or claims-related systems.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to work collaboratively with clients, carriers, producers, and internal teams.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Commitment to confidentiality, ethical business practices, and ongoing professional development.</li> </ul> <h3>Valuable Additions:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Associate's or Bachelor's degree in Business Administration or a related field.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf

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