Job Description

About Boxwood Insurance Group

At Boxwood Insurance Group, we believe insurance should feel personal. As an independent agency, we partner with premier carriers to provide tailored solutions that protect what our clients have worked hard to build.

Our team is built on relationships, responsiveness, and doing what’s right for the client—every time. As we continue to grow, we are looking to add a Claims Advocate who will play a key role in supporting our clients when they need us most.

About the Role

The Claims Advocate serves as a trusted resource and advocates for our clients throughout the claims process. This role is the bridge between our clients, carriers, and internal team—ensuring claims are handled with urgency, clarity, and care.

This is not just an administrative role. We are looking for someone who takes ownership, communicates proactively, and genuinely cares about delivering a high-level client experience.

What You’ll Do

Client Advocacy & Communication

• Serve as the primary point of contact for clients during the claims process
• Guide clients through each step, setting expectations and providing clear updates
• Handle incoming and outgoing claim-related calls and emails with professionalism and urgency

Claims Coordination

• Communicate with carriers, adjusters, and vendors to support timely claim resolution
• Follow up proactively to ensure claims continue progressing
• Advocate for clients when issues arise or additional support is needed

Claims Administration

• Set up new claims and maintain accurate claim files in the agency management system
• Document all claim activity consistently and thoroughly
• Review claim forms and supporting documentation for accuracy and completeness

Monitoring & Reporting

• Maintain claim diaries and follow-up schedules
• Track claim activity and assist in preparing summaries for internal and client review
• Identify trends or opportunities to improve claim outcomes

Team Collaboration

• Work closely with Account Executives, Producers, and Leadership
• Participate in claim reviews and internal meetings as needed
• Support a team-first, positive office environment

What Success Looks Like in This Role

• Clients feel supported, informed, and confident during the claims process
• Claims are handled proactively with minimal delays or missed follow-ups
• Strong working relationships are built with carriers and adjusters
• Internal team members trust you to take ownership of claims workflows
• You bring a calm, solutions-focused approach—even in challenging situations

What We’re Looking For

Experience & Skills

• Insurance agency or claims experience preferred (personal or commercial lines)
• Strong communication skills—both written and verbal
• Highly organized with the ability to manage multiple tasks and priorities
• Detail-oriented with strong follow-through
• Comfortable navigating sensitive or high-stress client situations
• Proficient in Microsoft Office (AMS360 experience is a plus)
• Active Tennessee Property & Casualty license preferred (or willingness to obtain)

Personal Traits

• Proactive and responsive, you don’t wait to be asked
• High level of ownership and accountability
• Empathetic and client-focused
• Positive, team-oriented mindset
• Calm under pressure and solutions-driven

Compensation & Benefits

• Competitive base salary based on experience
• Performance-based bonus opportunities
• Simple IRA with employer contribution
• Paid time off + holidays
• Growth opportunities within a rapidly expanding agency

Why Boxwood

We’re not a call center, and we’re not transactional. Our clients trust us with what matters most, and we take that seriously.

At Boxwood, you’ll be part of a team that:

• Values relationships over volume
• Supports each other and works collaboratively
• Is growing quickly, with real opportunity for advancement

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