Claims Administration Representative

• Review, validate, and process First Notice of Loss (FNOL) submissions
• Provide support for claim and account-related inquiries and resolve routine issues
• Maintain accurate claim files, documentation, and records for compliance, audit readiness, and claim management
• Monitor claim activity and milestones and prepare reports and status updates on claim trends, aging, reserve movements, and outstanding issues
• Coordinate with adjusters, carriers, brokers, and internal teams to facilitate claim progression and timely resolution
• Identify, investigate, and elevate complex claim issues, coverage questions, service concerns, and financial discrepancies
• Respond to urgent requests and high-priority claim matters
• Support claims projects, process improvements, and operational activities
• Adhere to claims handling procedures, regulatory requirements, and internal controls
• Build and maintain relationships with clients, carriers, and internal business partners
• Support Private Client and Health & Benefits stakeholders
• Maintain system records and deliver accounting operations, KPI reporting, and management information
• Use data-driven insights to prioritize execution, identify escalations, and communicate through data storytelling
• Support assigned initiatives and cross-functional projects
• Perform account reconciliations with markets and clients and resolve discrepancies
• Stay informed of legal, regulatory, and market changes affecting the role and business

• 2+ years of insurance claims handling experience, preferably within a brokerage or agency environment
• Strong understanding of insurance principles, policy coverage, and the end-to-end claims lifecycle
• Ability to independently manage a portfolio of claims, prioritize competing demands, and make sound decisions in a fast-paced environment
• Excellent analytical, problem-solving, and investigative skills
• Strong interpersonal, verbal, and written communication skills
• Highly organized and detail-oriented, with ability to manage multiple priorities, meet deadlines, and ensure accurate documentation and recordkeeping
• Ability to interpret and apply policies, procedures, regulatory requirements, and internal controls
• Commercially minded and results-oriented, with a proactive and solution-focused approach
• Experience collaborating across claims, finance, operations, and external partners; offshore team experience is a plus
• Ability to mentor, support, and share knowledge with less experienced team members
• Self-motivated team player committed to continuous improvement and high-quality outcomes
• Proficiency with agency management systems;
  Applied Epic experience preferred
• Proficiency with Microsoft Office applications, particularly Excel, Word, and Power Point
• Flexibility to work 10:00 AM–6:00 PM EST hours to accommodate West Coast clients

Demonstrates expertise in insurance claims handling, including FNOL processing, compliance, and documentation management. Proficient in analytical problem-solving and effective communication, with a strong focus on client relationships and operational efficiency.

• Insurance Claims Handling Experience
• Understanding of Insurance Principles
• Proficiency with Agency Management Systems
• Analytical and Problem-Solving Skills
• Strong Interpersonal and Communication Skills

• Claims Lifecycle Management
• Data Analysis
• Account Reconciliation
• Regulatory Compliance
• Documentation Management

• Highly Organized
• Detail-Oriented
• Self-Motivated Team Player
• Proactive and Solution-Focused
• Ability to Mentor and Support Team Members

• First Notice of Loss (FNOL)
• Claims Processing
• Client Relationship Management
• Operational Activities
• Cross-Functional Collaboration

• Applied Epic
• Microsoft Excel
• Microsoft Word
• Microsoft Power Point