Mountcastle Insurance · 6 hours ago
Commercial Claims Representative
Lexington, NC
Full-time
Hybrid
Entry Level
1+ years expMountcastle Insurance is a privately owned, independent insurance agency with a long history of serving clients in the Triad. The Commercial Claims Representative will support clients by managing the claims process, acting as a liaison between clients and carriers, and ensuring excellent customer service throughout the claims experience.
Auto InsuranceCyber SecurityHealth InsuranceInsurance
Responsibilities
Act as the primary contact for clients reporting new claims; gather initial details and submit to carriers
Monitor and track open claims, ensuring timely updates from carriers and adjusters
Maintain detailed claim notes and documentation within the agency management system
Communicate claim status updates to clients, producers, and account managers
Identify potential claim issues and escalate to management or carrier partners when necessary
Assist with claim reviews and loss trend analysis for key commercial accounts
Coordinate with risk control and service teams to support claims prevention and mitigation efforts
Provide prompt, professional, and empathetic customer service throughout the claims process
Performs related duties to benefit the mission and core values of the organization
Qualification
Required
Strong communication and organizational skills with attention to detail
Ability to manage multiple open claims and prioritize effectively
Proficient in Microsoft Office and agency management systems (AMS360, Epic, etc.)
Positive, team-oriented attitude with a focus on client service
Preferred
1-3 years of experience in insurance claims or agency support preferred (commercial lines experience a plus)
Benefits
Paid Time Off & Holidays
Hybrid Work Environment
Health, Dental & Vision insurance
401(k) with company match
Licensing, Continuing Education and training opportunities
Company
Mountcastle Insurance
Mountcastle Insurance provides home insurance, personal insurance, cybersecurity insurance, and other insurance services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Andy Calvert
Partner
Walt Rouse
Partner/Commercial Lines Producer
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