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Claims Advocate


This is a Full-time position in Walton, NY posted April 30, 2021.

Risk Strategies, a privately-held National Insurance Brokerage and Risk Management Firm with over 2,000 employees and 97 offices throughout the US is seeking a collaborative and resilient Claims Advocate for our Claims team. The Claims Advocate will fulfill an integral role in developing cohesive relationships with client groups, handling large & complex client Workers Compensation, Automobile, General Liability and Property insurance claim matters for Risk Strategies? clients.

The duties of the Claims Advocate include, but are not limited to

  • Receive newly created loss and confirm that the claims is filed under the appropriate policy(ies)
  • Review circumstances surrounding claims along with appropriate coverage
  • Acknowledge receipt of claim to client in writing and request all documents necessary in order to keep AMS and Work Smart claim file properly updated and attach documents in accordance with protocols created and set within the department
  • Handle to conclusion insurance claims presented by clients and/or as assigned by Claims
  • Meet with clients when necessary
  • Assist client in assembling and submitting their claim to the carrier
  • Attend on-site loss inspections when necessary
  • Field client questions and complaints and act as mediator with the carrier when necessary
  • Provide information for adjusters and other company personnel as requested
  • Provide insured with interim and final settlement information
  • Review lawsuits submitted by clients prior to filing with carriers
  • Pursue programs for personal and professional development
  • Handle Account Executive inquiries, provide information and internal loss runs when necessary
  • Conduct and/or attend client claim reviews as requested by Producers and Account
  • Perform other duties/projects as assigned by Director of Claims
  • Whenever necessary, be prepared to respond to emergency calls from our clients
  • Communicate preliminary coverage opinion to the client


  • Valid P&C Brokers? license a must
  • 5+ years of hands-on multi-line claims handling experience (preferably brokerage exp)
  • Must possess advanced knowledge of Property & Casualty coverage
  • Extensive knowledge of multi-line coverage and how coverage applies to different losses
  • College degree preferred
  • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
  • Possess the ability to provide superior customer service