Senior Claims & Client Relation Specialist - Shepherd Specialty

Description

PURPOSE: 

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Specialty Shepherd Insurance is a division of Shepherd Insurance, a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. 

As a Senior Claims & Client Relation Specialist, you are responsible for serving as the support between the client, internal service team, and insurance partners regarding all claim’s matters. With a positive attitude, you will schedule, coordinate and manage the internal and external management of the claims process. 

RESPONSIBILITIES: 

• Serve as direct advocate to clients throughout each step of the claims process, including resolutions and solutions to claims issues.
• Manage all aspects of claims across all lines of business, including coverage evaluation, regular follow-ups, and communication with insureds, and internal team.
• Develop and maintain strong relationships with external adjusters to ensure positive claim outcomes.
• Support clients with claim reporting, adjuster assignments, and claim status updates.
• Assist TPA and  carrier adjusters with evidence requests and claims when insureds are unresponsive.
• Ensure adherence to pre-established processes and procedures by TPA claims adjusters.
• Monitor and review large loss claims, severe events and sensitive claims, and escalate as necessary.
• Schedule, coordinate, and manage internal and external meetings related to claims.
• Conduct regular meetings with insurance carriers and TPA partners to review claims,      projects, and policy initiatives.
• Participate in, lead and administer claim reviews and client presentations as required.
• Oversee the Monthly Loss Run Process and provide loss run requests as needed.
• Maintain claim records, track severe claim events, and ensure AMS database accuracy.
• Stay informed and updated on claims, industry, contracts and TPA trends and attend relevant training programs. 
• Perform other related duties as assigned.

Requirements

• Experience: At least five (5) years’ experience in similar position is desirable.
• Required state licensing certification is desirable.
• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Possess a thorough understanding of commercial claims adjusting or management. 
• Excellent time management and organizational skills with the capacity to balance multiple responsibilities or projects effectively. 
• Strong interpersonal abilities that facilitate clear communication with clients and colleagues. 
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system. 

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position. 

AMERICANS WITH DISABILITY SPECIFICATIONS 

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment 

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.