Broker Claims Specialist

C. Winchell Agency, Inc.  •  New York, NY

5 - 7 years experience  • 

Salary depends on experience
Posted on 05/05/18 by Cindy Winchell
C. Winchell Agency, Inc.
New York, NY
5 - 7 years experience
Salary depends on experience
Posted on 05/05/18 Cindy Winchell


Review circumstances surrounding claims along with appropriate coverage and verbally communicate preliminary coverage opinion to the client. Acknowledge receipt of claim to client in writing and request all documents necessary in order to move forward and properly advocate on client?s behalf. Keep AMSclaims file properly updated and attach documents in accordance with protocols created and set within the department. Handle to conclusion insurance claims presented by clients and/or as assigned by Claims Practice Leader. Duties include advocating for the client, maintaining an active diary, transmittal of documentation and follow-up correspondence to the client and carrier. Assist client in assembling and submitting their claim to the carrier. Attend client meetings, on-site loss inspections and board meetings when necessary. Coordinate and mediate at builder?s meetings on problem claims. Field client questions or concerns and act as mediator with the insurance carrier when necessary. Provide information/documentation to adjusters and other company personnel as requested. Provide insured with interim status and final settlement information. Review lawsuits submitted by clients prior to filing with carriers. Handle Account Executive inquiries and provide loss information when necessary. Conduct and/or attend client claim reviews as requested by Producers and Account Managers. Perform other duties/projects as assigned by Claims Practice Leader from time to time. There will be approximately 10% travel included in this role.


5+ years commercial lines claimsexperience. Valid P&C Broker?s license preferred. Possess excellent verbal and written communication skills and exceptional interpersonal communication skills. Agency management system knowledge required - AMS360/Work Smart preferred. Proficient computer skills, in particular Microsoft Office suite. Self-starter, professional and assertive.

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