| Job Summary |
In the event of a claim for a customer, the Claims Advocate serves as the liaison between the customer and the carrier to provide the best possible claims service. The role of the Claims Advocate is to help the client navigate through the claims process with a focus on
bringing claims to a resolution and protecting the customer’s best interest.
Summary of Essential Job Functions
- Gathers claim information, reviews coverage with the customer, and prepares loss notices. When possible, encourages and provides information for the customer to report claims directly to the carrier. Consults with customer on the importance of prompt reporting, return to work, and risk management issues.
- Assists customer with any problems that arise after the claim is reported. Works directly with the claims adjuster to address the issue, coordinates conference calls, as needed, and provides the customer with a resolution to the issue.
- Provides follow up on claims from the time it is reported until it is closed. Keeps claim information updated in AMS360 with information for the carrier website and from information received from the adjuster throughout the claims process.
- Notifies all carriers involved when there is a lawsuit and notifies the ECM producer with any updates.
- Works with claims adjusters to ensure appropriate reserve levels are set for effective resolution of claims.
- Reviews large loss claims and works with the claims adjuster to identify possible reserve reductions. Notifies the ECM producer for any reserve increases over $25,000.
- Submit and document FR10’s.
- Assists with claim reviews
- Interact, communicate, and collaborate with ECM staff; sharing information and time as needed to support business objectives
- Adheres to all ECM policies and procedures
- Assists or completes other tasks as directed by Claims Practice Leader
Minimum requirements
- Hold and maintain a NC Insurance Agent and/or Adjuster license.
- Minimum high school graduate. College degree and/or industry designations preferred.
Core Competencies
- Models ECM Core Values.
- Customer Focus. Demonstrates a sense of urgency and concern for understanding and satisfying the needs of both internal and external customers.
- Builds Collaborative Relationships. The ability to develop, maintain, and strengthen partnerships with customers, colleagues, adjusters, and carriers.
- Thoroughness and Reliability. Ensuring that work product is timely, accurate, and complete.
- Clear and Persuasive Communication. The ability to express information and ideas clearly in both oral and written forms in a way that informs, influences, and persuades others.
- Technical Expertise. The ability to demonstrate a depth of claims knowledge and business acumen.
- Professionalism. Thinks carefully about the likely effects on others of one’s words, actions, appearance, and mode of behavior. Selects the words or actions most likely to have the desired effect on the individual or group in question.
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Apply Now
Company Culture
Change makers. Employee owners.
We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.
See what it feels like to be supported by IMA on your career journey.