Agency Claims Liaison

Wallace Welch & Willingham
Saint Petersburg, Florida
$50,000 - $74,999
Jan 06, 2023
Mar 06, 2023

We are W3! We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. Thrive as one of our 130+ employees in a growth-oriented organization that has three locations and continues to expand – with $225M+ in premiums for P&C and Employee Benefits. We have a rich history of providing quality service and unwavering commitment to our clients and community. We live out our values of Accountability, Integrity, Success, and Passion. If you do too, you have found your next home!

Position Summary:

You will use your great customer service and emotional intelligence skills to assist clients in their time of need, by providing quality claims management, and follow-up and advocacy for property & casualty.

Job Duties:

  • Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
  • Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
  • Prepare insurance claim forms, reports or related documents and review them for completeness.
  • Post or attach information to claim file.
  • Contact insured or other involved persons to obtain missing information.
  • Organize or work with agency management system or carrier claims systems to input, access, search or retrieve data.
  • Provide customer service, such as instructions on proceeding with claims.
  • Serve as a technical resource for commercial lines department and clients.
  • Develop expertise in risk services technology platforms.
  • Follow agency policies and procedures for the claims advocacy program including monitoring, follow-up and reserve review; collaborating with clients, adjusters, and attorneys for optimal results.
  • Participate in claims review meetings.
  • Create and maintain carrier relationships.
  • Provide claims analysis.
  • Retrieve carrier loss runs and prepare loss summary reports.
  • Assist with preparation of loss sensitive proposals.
  • Assist with monitoring loss sensitive plans.
  • Keep producers informed regarding claims activity.
  • Assist with completion of Service Plan and Stewardship Report.
  • Assist with special projects for Risk Services Team.
  • Coordinate claims initiatives with loss control and other agency personnel.
  • Keep Agency Executives posted regarding potential E&O Claims and assist with claims handling process when this occurs.
  • Maintain electronic and/or paper files in an orderly, up-to-date manner.
  • Monitor personal continuing education requirements to ensure compliance with licensing requirements.  Attend classes as necessary.
  • Participate in self-study or formal classes to continue self-improvement.  Attend training conference and seminars as directed.
  • Be familiar with and follow Agency guidelines, policies and procedures.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Florida all Lines Adjuster 6-20 or 2-20 Property & Casualty License;
  • Bachelors degree from an accredited school; three to five years workers' compensation claims related experience and/or training; or equivalent combination of education and experience;
  • AIC or other insurance designation preferred;
  • Risk management experience preferred;
  • Working knowledge of general liability, automobile, property and workers' compensation coverages;
  • Ability to build rapport with each customer through active listening;
  • Experience dealing the multiple insurance carriers;
  • Knowledge of Applied "EPIC" Agency Management System beneficial;
  • Proficient with Microsoft Word and Excel;
  • Strong written & oral communication skills;
  • Organizational & time management skills;
  • Dependable;
  • Team Player.

Physical Demands: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee is required to sit, use hand and fingers, read, speak and hear. The employee is frequently required to stand and walk, and reach with hands and arms.  Must lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

Reports To:  Claims Supervisor

Position Type:  Hourly/Non-Exempt

Other:  The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.

Great Reasons to Work at W3:

• Competitive compensation plan

• Great benefits including medical, dental, vision, life & disability

• Paid Time Off

• Paid Holidays

• 401(k) with employer match

• Paid Continuing Education

• A culture that emphasizes respect for every individual

Proud to be a EOE/DFWP/SFWP


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