Alliant Insurance Services · 3 hours ago
Claims Advocate Lead- Mergers & Acquisitions
Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Claims Advocate Lead is responsible for managing complex claims, providing coverage interpretation, and collaborating with clients and legal counsel to ensure effective claims management and resolution.
ConsultingFinancial ServicesInsurance
Responsibilities
Manages claims status and prompts various parties, broker, staff, client and adjuster to take next step; including prepayment, partial payment, gather information, work with subrogation contacts
Partners with client legal counsel on coverage, claims and strategy for settlement
Manages primarily medium to large, complex claims
Manages and oversees claims data in database including claims updates, running claims runs, analyzing claims information and preparing information for underwriting and/or client review
Prepares coverage arguments for client advocacy and form coverage positions as client advocate
Provides adequate coverage/policy interpretation for large property and casualty claims
Prepares and analyzes loss valuations
Attends claims meetings with clients, carriers, legal counsel and adjusters to review claim status, resolve and settle issues
Provides follow-up calls, written correspondence and keep records of all work done on behalf of our clients
Partners with client on case preparation and support as needed
Uses negotiation skills to provide best possible outcome for clients as needed
Builds and establishes strong relationships with carriers, adjusters and clients
Develops training materials with a client and service team perspective for coverage reviews, loss reporting procedures, claims guidelines in handling various situations
Delivers claims training in person and in client workspace as needed
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned
Qualification
Required
Bachelor's degree or equivalent combination of education and experience
Eight (8) or more years related work experience, brokerage or carrier experience
Valid Fire and Casualty Broker – Agent license
In depth knowledge of all commonly encountered P&C insurance coverage and Risk Management concepts and techniques
Excellent verbal and written communication skills
Great leadership, problem solving and time management skills
Advanced analytical skills
Excellent planning, organizational and prioritization skills
Ability to interface with executives – internal and external
Ability and motivation to work independently
Proficient in Microsoft Office products
Preferred
Possession of CPCU, AIC and/or ARM
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Recent News
Morningstar.com
2025-12-24
2025-12-18
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