Claims Advocate in Georgetown, Texas

Claims Advocate

JT Bates Group specializes in risk management solutions for heavy equipment dealers and materials handling companies. With more than 35 years of experience in the equipment industry, the company designs products that protect both dealers and construction businesses from operational and financial risk. JT Bates Group focuses on practical, industry-specific tools that help clients manage claims, reduce exposure, and maintain business continuity.

Team members collaborate closely with customers, providing responsive service and tailored support in a niche, highly specialized market.

The Claims Advocate is a full-time, hybrid role based in Georgetown, TX, with flexibility for some work from home. This role is responsible for managing claims from initial reporting through resolution, including gathering documentation, reviewing coverage details, and communicating with dealers, customers, and insurance partners. The Claims Advocate will monitor claim status, follow up with stakeholders, and ensure timely and accurate updates are recorded in internal systems.

Day-to-day tasks include analyzing claim information, identifying potential issues, escalating complex cases when necessary, and providing clear, professional guidance to clients about the claims process. The role also involves collaborating with internal teams to improve claims workflows, supporting continuous improvement initiatives, and contributing to a positive, service-focused customer experience.

Administratively:

• Evaluate submitted claims to make sure documents are received and requirements are met.
• Enter claims in Straight Docs within the promised turnaround time. Submit claims to Aspen.
• Identify the adjuster who will process the claim and establish a relationship.
• Pursue all missing claim requirements with dealers.
• Communicate with dealers when requirements are missing, cannot be established, or if more claim information is needed.
• Routinely review claim statuses and request updates from Aspen.
• Follow claims from dealer submittal to closing, ensuring information is up to date and claims are running smoothly.
• Data entry and running reports as needed.
• Use deductive reasoning and claim knowledge to establish with the dealership the proper claims to submit and notify them of any concerns with the claims.
• Collaborate on further expansion of training policies and procedures.
• Assist with special projects when needed, depending on availability.

Secondary Functions:

• Consistent communication with the Claims Manager with key information regarding performance needs.
• Consistently follow up with dealers to establish missing claim requirements or other necessary information within a desired timeline.
• Research customer information and/or dealer information when needed.
• Clearly document all key customer information in Straight Docs.

Requirements:

• Property and Casualty Insurance License.
• Ability to obtain an Adjusters License.
• Claims experience with in-depth knowledge of Straight Docs and related functions.
• Proven work experience demonstrating professional communication and decision-making skills.
• Ability to work independently and prioritize urgent requests.
• Organizational & time management skills.
• Excellent computer skills, including familiarity/comfortability with Apple systems and Microsoft Office Suite (Outlook, Word, Excel).