Claims Advocate

About the job Who we are. What we do. Connor & Gallagher OneSource (CGO) is a full-service Human Capital and Risk Management partner. Since 1997, we've supported organizations nationwide with insurance, employee benefits, HR, payroll, retirement, and risk management solutions. Our dedicated teams combine expertise with a hands-on service model, delivering integrated, flexible solutions that help businesses and their people thrive. In a Nutshell The Claims Advocate (Property & Casualty) serves as a strategic advisor to clients throughout the claims process, ensuring efficient resolution, cost-effective outcomes, and a best-in-class client experience. This role partners closely with clients, carriers, and internal teams to proactively manage claims, influence outcomes, and protect client interests. The ideal candidate is analytical, client-focused, and confident navigating complex claims while building strong relationships across all stakeholders. What You Will Be Doing Serve as the primary advisor to clients throughout the lifecycle of a claim, from initial reporting through resolution Advocate on behalf of clients with insurance carriers and adjusters to drive fair, timely, and cost-effective outcomes Analyze claims activity, reserves, and loss trends to identify risks and opportunities for cost containment Review policy coverage and claims documentation to ensure alignment with coverage intent and accuracy Lead and participate in claim review meetings with clients and carriers, providing strategic insights and recommendations Partner with producers and account teams to support client retention and enhance the overall client experience Provide proactive, clear communication to clients regarding claim status, expectations, and next steps Identify and escalate complex or high-exposure claims, helping drive resolution strategy Maintain accurate and detailed documentation of all claim activity and communications Stay informed on industry trends, carrier practices, and regulatory changes impacting claims What's in It for You Be part of a collaborative and growing organization that values client service, expertise, and innovation Opportunity to play a critical role in client retention and claims strategy Competitive compensation structure Unlimited PTO Benefits (Medical, Dental, Vision, STD, LTD) Life Insurance Paid Holidays 401k Hybrid work model with flexibility

Technical Skills:

Working knowledge of Microsoft Office Suite, including Outlook, Word, and Excel for communication, documentation, and reporting Experience with agency management systems (e.g., Applied Epic) or similar platforms Ability to document and track claims activity accurately within internal systems Comfortable using digital communication tools including email, virtual meetings, and document platforms

Key Skillset:

High level of integrity, confidentiality, and professionalism. Strong analytical and critical thinking skills, with the ability to assess claim strategy and challenge outcomes when needed Excellent verbal and written communication skills Ability to influence and negotiate with carriers and adjusters Strong relationship-building skills with both clients and internal stakeholders Emotional intelligence and ability to manage sensitive or high-pressure situations Proactive, solution-oriented approach to problem solving Strong organizational and time management skills to manage multiple claims simultaneously Qualifications Adjuster license and/or industry designation (AIC, ARM) preferred 2-5 years of experience in claims handling, insurance brokerage, or carrier environment Strong understanding of Property & Casualty coverages and claims processes Experience working with insurance carriers, adjusters, and clients Ability to analyze claims data, reserves, and loss trends Strong communication and relationship management skills Highly organized with strong attention to detail Ability to work both independently and collaboratively within a team environment