Job Description

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

LOCATION: Carmel, IN, Atlanta, GA, Mount Laurel, NJ-Hybrid 3 days a week in the office required.

Claims Advocates provide excellent customer service by ensuring all client needs are met while engaging in behaviors such as claims processing, evaluation, and resolution of claims. They build robust relationships by working to understand client needs and providing solutions that effectively mitigate client risks. In this role, the Claims Advocate will be responsible for servicing and managing a diverse book of Commercial Lines accounts.

WHAT YOU’LL DO:

This role is responsible for, although not limited to, the following job duties:

• Acts as a liaison between the organization, insurance provider and client regarding the status and eligibility for coverage for all relevant claims
• Receives and processes information for first report of claim from the client, either by phone or email
• Gathers information from client/claimant, and analyzes coverage and discusses reporting to carrier
• Processes claim with carrier or assists client with gathering data required by company to settle a claim
• Informs client about his duties and responsibilities as well as advises client of company’s procedures and acknowledges all claims in writing
• Maintains proper claim file documentation including claim notes, correspondence, faxes and emails in Sagitta/ImageRight
• Monitors and follows up on outstanding claims, updates accounts as necessary, answers inquiries, and makes recommendations for resolution
• Reviews and researches questionable coverage decisions and reports all claims denials to management and/or the account team
• Assumes ownership of customer concerns and feedback until a resolution is successfully accomplished
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Participate in client meetings and claim reviews via conference/video calls
• Contributes to a team effort by accomplishing related results as needed

ADMINISTRATIVE FUNCTIONS:

• Coordinating loss runs and other client claim information with service teams.
• Intake new claims.

REPORTS AND DATABASE MANAGEMENT:

• Document client activity in Sagitta and ImageRight system.
• Provide status progress reports to clients and account team.
• Complete various reports via systems and templates.

WHAT YOU’LL BRING:

Customer Service Focus:

Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns. Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.

Influence and Persuasion Effective in using appropriate interpersonal styles and communication methods to persuade, convince, influence and impress others to gain acceptance of a product, service, specific agenda or course of action, develop new business and to establish credibility to sustain the respect of others

Active Listening: Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others’ messages. Asks clarifying questions to ensure understanding

Initiating Action: Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and Frenkel. Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description

Information Seeking: Driven by an underlying curiosity and desire to know more about people, things or issues. This involves going beyond routine questions and includes digging or pressing for exact information and/or resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.

Relationship Building: Develops and maintains long-term relationships with others and excels at building and maintaining friendly interactions, establishing credibility and building rapport with individuals and networks of contacts

Achievement Motivation and Perseverance: Demonstrates a determination to achieve ever-increasing levels of performance. Sets high standards and challenging goals for new accounts, financial targets, customer service and themselves. Maintains a constant focus on exceeding objectives.

Composure and Resilience: Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity. Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict.

• 3-5+ years claims experience with a carrier, TPA, or broker preferred.
• Knowledge of general liability, workers' compensation, property, crime, inland marine, group automobile,fiduciary and related lines of business.
• Ability to communicate professionally and with confidence to C-Suite in various industries.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Strong negotiation and organizational skills.
• Strong computer skills including MS office suite, Excel and PowerPoint.
• Experience with Sagitta and ImageRight is a plus.

• College degree in Insurance or related field preferred.
• P&C producer license preferred but not required.

COMPENSATION:

The national average salary for this role is $60,000.00-$70,000.00 in base pay, exclusive of bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

Generous Paid Time off

Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days

Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave

Generous employee referral bonus program of $1,500 per hired referral

Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)

Employee Resource Groups: Women’s Coalition, EPIC Veterans Group

Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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