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