Welcome to Oakbridge Insurance Agency. We are a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.
For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.
Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.
Are you interested in leveraging your skills and joining a new and growing company that truly cares for its employees and customers?
We are a team of dedicated professionals who share a passion to work, live, and serve in the same communities where we do business. We are looking to add a Claims Specialist to our high net worth Personal Lines division.
In this role, the Claims Specialist investigates, analyzes, and determines the extent of liability and coverage regarding property and casualty claims. The Claims Representative guides, counsels, and directs clients through the claims process with insurance carriers. The Claims Representative reviews and audits completed claims to determine they have been settled in accordance with company practices and procedures.
Job Elements

• Develop positive relationships with clients, carriers, and vendors
• Receive and report new claims to carriers based on established guidelines
• Act as a resource for claims resolution and escalate complex issues based on established department procedures
• Investigate insurance company's liability and coverage exposure for claims using legal and claim principals
• Proactively monitor claims to ensure adequate reserving and to ensure desired outcomes
• Report overpayments, under payments, or other irregularities
• Guide clients through the claims process, which includes providing education and instruction
• Communicate effectively and professionally with all parties involved
• Hold carriers, third party administrators, and independent adjusters accountable to act in good faith
• Document actions taken and communications; document outcomes and communicate outcomes to necessary parties
• Perform claims analytics using reports, trends analysis, etc.
• Maintain extensive knowledge of insurance coverages
• Keep current on new developments in the claims arena through periodicals, seminars, and membership organizations

Job Requirements

• Well-developed customer service skills with a sense of urgency
• Fiduciary duty to exercise discretion or expertise in acting on behalf of the client
• Ability to determine relevant facts of claims from documentation and conversations; ability to analyze and interpret claims and loss information
• Strong organizational skills to keep up with multiple claims cases concurrently
• Proficient in the use of Microsoft Office, especially Outlook, Word, and Excel
• Practical knowledge of all major property and casualty, personal, and commercial lines of coverage, claims principals, terminology, and practices/procedures
• Excellent verbal and written communication skills
• Self-motivated problem solver with a demonstrated track record of success
• Mathematical aptitude and attention to detail
• Well-polished professional and tactful negotiation and persuasion skills

Preferred Education / Experience

• Experience in property and casualty claims
• Insurance and claims management designations and/or certificates
• Bachelor's degree

Work Location

• Macon, GA
• Open to partial work-from-home arrangement (Hybrid Schedule)