Senior Claims Advocate

Leavitt Group

$75K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in commercial claims, brokerage, or TPA settings
  • Multi-line claims expertise, including Workers Compensation, Auto, General Liability, and Property
  • Demonstrated ability to manage client communications effectively under pressure
  • Strategic thinker with strong organizational skills and follow-through
  • Effective collaborator with carriers, adjusters, and internal teams
  • Proficient in Microsoft Office and relevant agency systems
  • Possession of a Montana insurance license or willingness to obtain one

Responsibilities

  • Lead claims advocacy initiatives for commercial clients from initiation to resolution
  • Develop and implement strategies for managing complex and high-value claims
  • Collaborate with carriers, third-party administrators, and vendors for optimal claims handling
  • Act as the main claims advocate for clients, providing clear and confident direction
  • Deliver executive-level reporting, insights on claims, and loss trend analysis
  • Assist producers and service teams to boost client retention and overall experience
  • Create and facilitate client and internal team training on claims processes

Benefits

  • People-first culture that promotes work-life balance
  • Continuous training and career development opportunities, including paid license renewals
  • Access to essential tools and resources for success
  • Collaboration with reputable carriers and a varied book of business
  • Recognition and rewards for contributions
  • Comprehensive benefits package including 401k and wellness programs for HSA contributions
  • Health, Vision, Dental, HSA/FSA, and Life Insurance options
  • Generous paid time off for vacation and sick leave
  • Flexible remote or hybrid work options with minimal travel requirements
Full Job Description
Senior Claims Advocate

Leavitt Risk Advisory is seeking a Senior Claims Advocate to lead and elevate the claims experience for our commercial clients. This role will be focused on serving the Montana region for Leavitt Group.

This high-impact, leadership role will focus on handling claims in a proactive, strategic, and client-centered process while driving faster action, stronger outcomes, and executive-level visibility. You will serve as a trusted advisor during critical moments, ensuring clarity, confidence, and coordination across clients, carriers, and internal teams.

What You'll Do
  • Lead claims advocacy for commercial clients from intake through resolution
  • Drive strategy, escalation, and communication on complex and high-value claims
  • Partner with carriers, TPAs, and vendors to ensure timely, best-practice handling
  • Serve as the primary claims advocate to clients delivering clear, confident guidance
  • Provide executive-level reporting, claims insights, and loss trend analysis
  • Support producers and service teams to enhance retention and client experience
  • Develop and deliver claims education for clients and internal teams

What You Bring
  • 5+ years of commercial claims, brokerage, or TPA experience
  • Strong multi-line claims expertise (WC, Auto, GL, Property)
  • Proven ability to lead client communication in high-pressure situations
  • Strategic thinking with strong organization and follow-through
  • Skilled collaborator with carriers, adjusters, and internal stakeholders
  • Proficiency in Microsoft Office and agency systems
  • Montana insurance license (or ability to obtain)

Why Join Leavitt Risk Advisory
  • Build and shape a best-in-class claims advocacy function
  • Be part of a relationship-driven, community-rooted agency backed by national strength
  • Make a meaningful impact during the most critical moments for clients
  • Access ongoing training, leadership development, and career growth

Compensation & Benefits

Leavitt Risk Advisory offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.

You'll enjoy:
  • A people-first culture that values work-life balance
  • Ongoing training and career development opportunities including paid license renewal and continuing education
  • The tools and support you need to succeed
  • The chance to work with reputable carriers and a diverse book of business
  • Recognition and rewards
  • Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
  • Health, Vision, Dental, HSA/FSA, & Life Insurance
  • Paid time off (vacation & sick time)
  • Remote or Hybrid flexibility with ~10% travel

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