We're Hiring!

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Key Responsibilities:

Client Strategy and Leadership

- Serve as the primary relationship manager for a portfolio of mid-to-large group benefits clients, within the C-suite and HR executive leadership, on primarily self-funded/self-insured plans (stop-loss placement, claims utilization analysis, and vendor/TPA management) 

- Confidently lead presentations, renewal meetings, and strategy sessions in client, carrier, and industry-facing individuals with utmost professionalism

- Anticipate client needs by making proactive recommendations on alternative funding strategies, cost drivers, and long-term financial planning, strengthening retention and deepening new and existing partnerships

Business Growth and Operations

- Identify and cross-selling opportunities that will enhance client value and increase contribution toward company revenue growth 

- Collaborate with carriers and TPAs to resolve escalated service issues and negotiate competitive renewals

- Partner with producers and leadership to design innovative client solutions and proposals

Team Development and Support

- Share knowledge and understanding of relevant market trends, regulatory updates, and best practices with colleagues to strengthen overall team performance

- Exemplify mentorship via demonstrating healthy workload prioritization, escalation of client issues, and implementation of strategic initiatives 

- Deliver guidance on plan design, funding models, cost-containment strategies, and compliance requirements

Qualifications and Experience

- 7-10+ years’ employee benefits experience within an insurance brokerage

- Expertise with self-funded/self-insured health plans (required)

- Strong technical knowledge of group benefits products, funding models, and compliance requirements (i.e., ACA, COBRA, HIPAA, etc.)

- Excellent communication, presentation, and relationship management skills

- Proficiency in Applied Epic (preferred)

- Valid Life & Health Insurance License (required)

What We Offer:

- $125-$137K+ Discretionary Bonus

- Further Education Opportunities with Certification Reimbursement

- Health, Dental, Vision, and Life Insurance Benefits

- 401(k) Plan

- 20 Days of PTO + 9 Holidays

- Hybrid Work Flexibility (1-day WFH)

- Free Onsite Gym and Café on Premises 

Job Description:

The Senior Claim Specialist will be responsible for managing the claims process for clients from start to finish with an exceptional ability to achieve the best possible outcome for internal and external clients. This position requires an experienced claim professional who needs minimal supervision and can deliver exceptional service to our clients. Exposure to a wide variety of claims is a plus. Must be a quick learner and able handle significant volume and competing demands. Timeliness and accuracy in managing responsibilities is required, despite competing demands. This position will be a claims advocate for assigned accounts across multiple lines of business, which may include handling personal lines claims for high-net worth individuals. 

Key Responsibilities:

• Support the Head of Claims and manage the claims process for all assigned responsibilities.
• Ability to proactively identify and work through intermediate to complex coverage issues.
• Complete Desk Reviews to include detailed facts, liability and damages analysis, and status in connection with renewal process. 
• Coordinate and conduct both carrier-led and internal-led claim reviews.
• Establish and maintain good working relationships with both internal and external stakeholders –  internal: Account Executive Teams, etc.; external: adjusters, Claim Account Executives, wholesalers, etc. 
• Autonomously manage specific accounts with minimal supervision from Head of Claims.
• Maintain claim file documentation and claims diaries in accordance with Best Practices on all assigned claims. 
• Create independent relationships with clients with oversight only from Head of Claims.
• Be able to negotiate favorable results for clients in all aspects of claims disposition.
• Access and utilize data obtained from various carrier systems to achieve the best possible claim outcomes
• Ad hoc projects to support the Claims Department.
• Performs other related duties as assigned to support departmental and organizational objectives.

Qualifications and Experience:

• Minimum of 15 years’  experience of relevant claims experience
• Bachelor’s degree required      
• Proficiency in Applied Epic strongly preferred
• Proficiency in Microsoft Suite (Word, Excel, PowerPoint) required 
• Ability to travel occasionally as business needs require 
• Flexibility to work outside of regular business hours when necessary to support claim activity and client needs.
• Must be able to handle competing demands and unpredictability.
• Must be able to handle high-pressure situations, maintaining composure with challenging claims.
• Must be a pleasant individual, that can work well with others in a team environment and understand that their contribution and collaboration is essential to the success of the department and broader organization. 
• Must have sound technical proficiency in one or more of the following types of claims: Auto, General Liability, Property and Workers Compensation. Having only Property experience is not acceptable. 
• Must have commercial lines experience, personal lines experience is a plus. 
• Must be staunchly  “solution oriented” with an ability to think outside the box.
• Must be tenacious in handling difficult and frustrating situations until resolved in a positive      manner and in the client’s favor to the extent possible. 

What We Offer:

• $125k-$150k + Discretionary Bonus 
• Further Education Opportunities with Certification Reimbursement
• Health, Dental, Vision,  and Life Insurance Benefits
• 401(k) Plan
• 20 Days of PTO + 9 Holidays
• Hybrid Work Flexibility (1-day WFH)
• Free Onsite Gym and Café on Premises