CareerPlan

P&C Claims Advocate I

Sacramento, CA, USFull-time2026-10-06 → 2026-11-11
Based in United States

Core

Facilitate smooth interaction between clients and carriers regarding property & casualty issues, monitor ongoing activity, and alert the Producer team to potential claims or loss control issues.

Role type

Property & Casualty Claims Advocate

Builds

Claims reviews, risk reduction strategies, and loss information for insureds

Domain

Insurance / Property & Casualty

Deliverable

client delivery

Required skills

Property & Casualty claims adjustment, policy coverage application, third-party administrator selection, carrier negotiation, loss history analysis, client communication, data documentation

Preferred skills

Brokerage experience, industry continuing education, sales presentation support

Technologies

Microsoft Office Suite, Outlook, agency management systems, carrier online systems

Responsibilities

Prepare and present claim reviews to clients; Assist in Third Party Administrator and insurance carrier selections; Interact with clients by telephone and in person to deliver and gather information; Negotiate plans of actions and reserve reductions with insurers; Analyze loss history to identify risk reduction strategies; Maintain accurate and organized claim files; Access and utilize claims related carrier online systems

Seniority

Mid-level, hands-on IC