Commercial Lines Claims Advocate

Why This Role Matters

How You'll Make an Impact

• Serve as the primary point of contact for insured clients throughout the claims process, providing guidance, updates, and support from claim initiation through resolution.
• Coordinate communication between clients, carriers, producers, and internal teams to ensure alignment, transparency, and timely follow-up.
• Prepare and submit claims documentation, ensuring all information is complete, accurate, and submitted within required timeframes.
• Monitor claim activity, proactively follow up on open claims, and help drive timely claim handling and resolution.
• Review policy documentation and coverage information to support claim submissions and coverage discussions.
• Facilitate claim review meetings, prepare client claim summaries, and support strategic discussions for complex or large accounts.
• Maintain accurate records of claim activity, communications, and follow-up actions within agency management systems.

Who You Are

• Client-focused and empathetic, with a genuine desire to help others during challenging situations.
• Organized and capable of managing multiple claims, priorities, and deadlines simultaneously.
• A proactive communicator who keeps stakeholders informed and follows through on commitments.
• Detail-oriented when reviewing documentation, policy information, and claim records.
• A persistent problem solver who works diligently to advance claims and remove obstacles.
• Collaborative and effective at building relationships with clients, carriers, producers, and teammates.
• Committed to professionalism, confidentiality, and exceptional client service.

What You Bring

Day One:

• Prior customer service experience, preferably within insurance, claims, account management, or a client support environment.
• Active Iowa Property & Casualty insurance license, or ability to obtain and maintain required licensing.
• High school diploma or GED.
• Strong written and verbal communication skills with the ability to provide professional and empathetic support.
• Excellent organizational skills and the ability to prioritize, multitask, and manage follow-up activities effectively.
• Strong attention to detail and commitment to maintaining accurate claim documentation.
• Proficiency with Microsoft Office Suite and agency management, CRM, or claims-related systems.
• Ability to work collaboratively with clients, carriers, producers, and internal teams.
• Commitment to confidentiality, ethical business practices, and ongoing professional development.

Valuable Additions:

• Associate's or Bachelor's degree in Business Administration or a related field.
• 2+ years of Commercial Lines insurance experience in claims advocacy, customer support, account management, or a related role.
• Knowledge of commercial insurance claims processes, carrier procedures, policy interpretation, and coverage discussions.
• Experience supporting large commercial accounts and coordinating claims review meetings.
• Familiarity with HIPAA requirements and handling sensitive or protected information.
• Experience negotiating or assisting with claim resolution and closure activities.

Real Benefits for Real Life

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services