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