Claims Intake Specialist at Associated Agencies Inc

Rolling Meadows, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

70000.0

Posted On

07 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Claim Intake, FNOL, Coverage Analysis, Policy Analysis, Reporting Strategy, System Setup, Data Entry, Client Guidance, Escalation Management, Attention To Detail, Commercial Insurance, Property And Casualty License, AMS Systems, Applied Epic

Industry

Insurance

Description

Description As the primary point of contact for all new commercial claims reports, the Claims Intake Specialist delivers a thorough, organized, and concierge-level intake experience. This critical role guides clients through the initial reporting process, gathers necessary documentation, analyzes policies to determine applicable coverage, flags potential issues, and advises on claim reporting strategy to maximize outcomes before handing the file over to the Claims Manager. A career with Associated means an opportunity with an employer that offers: Stability – 130-year-old privately held insurance brokerage and risk advisory firm. Culture – We are committed to creating a family-oriented environment. Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers. A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years. Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs. Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team. Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks. Key Responsibilities Claim Intake & FNOL: Serve as the primary contact for all new commercial claim reports, promptly acknowledging submissions, setting clear expectations, and gathering essential loss data and supporting documentation. Coverage Analysis: Read and review client policies to determine which coverages may respond to the reported loss, understand the coverage applications, and identify potential exclusions or red flags early in the process. Reporting Strategy: Advise clients on whether a formal claim should be filed or a notice-only approach is more appropriate based on the facts and coverage analysis. System Setup: Create the claim instance in Applied Epic, ensuring complete and accurate data entry and document organization. Seamless Handoff: Prepare a comprehensive handoff summary for the Claims Manager detailing the loss, applicable policies, gathered information, and potential coverage issues. Client Advocacy & Escalation: Route urgent matters (e.g., severe injuries, large litigation) immediately per guidelines, while proactively following up on outstanding intake items to ensure files are ready for carrier submission. Requirements 3 to 5+ years of commercial insurance experience Active Property & Casualty license Experience with AMS systems, preferably Applied Epic (preferred not required) Strong understanding of commercial coverages and policy analysis (Auto, GL, Property, Workers’ Comp, Cyber, EPL, etc.) Experience managing claims reporting and the FNOL process Strong, professional communication skills with the ability to guide clients and set expectations Highly organized with strong attention to detail in a fast-paced environment Experience in a commercial brokerage, TPA, or carrier claims environment Industry designations or coursework (AIC, CPCU, ARM, or similar Associated Benefits Click HERE for benefits Bonus eligibility Hybrid work schedule $60,000 - $70,000 #Li-hybrid

Responsibilities

The Claims Intake Specialist acts as the primary contact for new commercial claims, guiding clients through reporting, gathering data, analyzing policies for coverage, and advising on reporting strategy before handing the file to the Claims Manager. Key duties include managing Claim Intake and FNOL, performing Coverage Analysis, advising on Reporting Strategy, setting up the claim in the system, and ensuring a Seamless Handoff.