Job Description

About PDCM, A Division of Patriot Growth Insurance Services With roots dating back more than 100 years, PDCM blends a century of experience with industry innovation to bring you a completely different approach to managing risk and insurance. Our personalized advisers use PDCM’s unique Risk Reduction Approach to take a comprehensive look at our client’s needs and customize a plan for their family or business. PDCM blends a century of experience with industry innovation to bring you a different approach to managing risk and insurance. Our dedication and commitment to serving the business community has enabled us to become one of the most successful independent insurance agencies and consulting firms in Iowa. PDCM is a proud partner agency of Patriot Growth Insurance Services, LLC.

We are seeking a detail-oriented and client-focused Commercial Lines Claims Advocate to support commercial insurance clients throughout the claims process. This role is responsible for assisting with claim submissions, monitoring claim activity, coordinating communication between clients and carriers, and advocating for timely and effective claim resolution. The ideal candidate is an organized and empathetic professional with strong communication skills, problem-solving ability, and a commitment to delivering exceptional client service. This position plays a key role in supporting client satisfaction, strengthening carrier communication, and ensuring claims are handled accurately and efficiently from initiation through resolution.

Work Arrangement This is a full-time, hybrid position reporting our office in Waterloo, IA.

Professional Responsibilities

• Serve as the primary point of contact for insured clients throughout the claims process, providing guidance, reassurance, and timely updates.
• Act as a liaison between clients, insurance carriers, Producers, and internal team members to ensure all parties remain informed and aligned on claim status and next steps.
• Compile and submit claims to insurance carriers, ensuring required documentation is complete, accurate, and submitted timely.
• Review policies, coverage limits, terms, conditions, and related documentation to support accurate claim submissions and coverage evaluation.
• Assist with gathering information, evidence, and supporting materials needed to move claims forward.
• Monitor ongoing claims, track claim activity, and proactively follow up with carriers to support timely resolution.
• Organize and facilitate claim review meetings with clients, carriers, and internal stakeholders to discuss claim progress, strategy, and action items.
• Support large accounts by tracking claim developments, preparing client deliverables, and coordinating quarterly claims review meetings as needed.
• Keep Producers and Commercial Lines team members informed of claim developments and potential service concerns.
• Assist in negotiating claim closures with carriers when appropriate.
• Maintain accurate documentation of claim activity, client communications, follow-up items, and carrier updates within agency systems.
• Protect confidential client information and comply with applicable privacy requirements, including HIPAA standards when handling protected health information.

Qualifications and Requirements

• Prior customer service experience required, preferably in insurance, claims, account management, or a related client support role.
• Active Iowa Property & Casualty insurance license required or ability to obtain and maintain required licensing.
• High school diploma or GED required; Associate or Bachelor’s degree in Business Administration or a related field preferred.
• 2+ years of Commercial Lines insurance experience in customer support, account management, claims advocacy, or a related role preferred.
• Strong understanding of commercial insurance claims processes, policy documentation, carrier procedures, and client service expectations preferred.
• Excellent written and verbal communication skills with the ability to provide clear, professional, and empathetic support.
• Strong organizational skills with the ability to prioritize tasks, manage follow-up items, and support multiple claims simultaneously.
• High attention to detail when reviewing documents, entering data, and maintaining claim records.
• Strong problem-solving skills with a persistent and proactive approach to achieving successful claim outcomes.
• Proficiency with Microsoft Office Suite, CRM systems, agency management systems, and other claims or client management technology.
• Ability to collaborate effectively with clients, carriers, Producers, and internal team members.
• Commitment to maintaining confidentiality, ethical standards, and continued industry education.

About Patriot Growth Insurance Services Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com