Associated is a 130+ year old privately owned insurance and risk management advisor, committed to going above and beyond for our employees, clients and carriers because your future is our present.

We collaborate with businesses and individuals locally and nationally to provide a variety of specialized and customizable insurance plans and we assess and manage their risk for a more secure future. We pride ourselves in our ability to navigate unknown insurance needs and provide solutions that handle the challenges our clients face. From a commitment to availability, to doing whatever it takes to help our clients feel secure, we go further. 	

Our areas of expertise include:
- Business insurance
- Employee benefits
- Personal insurance
- Individual benefits
- Life insurance
- 401(k)

Industry: Insurance
Company Size: 201-500 employees

Associated Insurance and Risk Management Advisors

Savvy Admin PROD

**Claims Intake Specialist **

Rolling Meadows, IL

**Description **

As the primary point of contact for all new commercial claims reports, the Claims Intake Specialist delivers a thorough, organized, and concierge-level intake experience. This critical role guides clients through the initial reporting process, gathers necessary documentation, analyzes policies to determine applicable coverage, flags potential issues, and advises on claim reporting strategy to maximize outcomes before handing the file over to the Claims Manager.

**A career with Associated means an opportunity with an employer that offers: **

- Stability – 130-year-old privately held insurance brokerage and risk advisory firm.

- Culture – We are committed to creating a family-oriented environment.

- Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.

- A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years.

- Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.

- Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.

- Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.

**Key Responsibilities **

- Claim Intake & FNOL: Serve as the primary contact for all new commercial claim reports, promptly acknowledging submissions, setting clear expectations, and gathering essential loss data and supporting documentation.

- Coverage Analysis: Read and review client policies to determine which coverages may respond to the reported loss, understand the coverage applications, and identify potential exclusions or red flags early in the process.

- Reporting Strategy: Advise clients on whether a formal claim should be filed or a notice-only approach is more appropriate based on the facts and coverage analysis.

- System Setup: Create the claim instance in Applied Epic, ensuring complete and accurate data entry and document organization.

- Seamless Handoff: Prepare a comprehensive handoff summary for the Claims Manager detailing the loss, applicable policies, gathered information, and potential coverage issues.

- Client Advocacy & Escalation: Route urgent matters (e.g., severe injuries, large litigation) immediately per guidelines, while proactively following up on outstanding intake items to ensure files are ready for carrier submission.

**Requirements **

- 3 to 5+ years of commercial insurance experience

- Active Property & Casualty license

- Experience with AMS systems, preferably Applied Epic (preferred not required)

- Strong understanding of commercial coverages and policy analysis (Auto, GL, Property, Workers’ Comp, Cyber, EPL, etc.)

- Experience managing claims reporting and the FNOL process

- Strong, professional communication skills with the ability to guide clients and set expectations

- Highly organized with strong attention to detail in a fast-paced environment

- Experience in a commercial brokerage, TPA, or carrier claims environment

- Industry designations or coursework (AIC, CPCU, ARM, or similar

**Associated Benefits **

** **

- Click HERE for benefits

- Bonus eligibility

- Hybrid work schedule

- $60,000 - $70,000

Claims Intake Specialist

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