• Serves as the primary claims point of contact for high-net-worth personal lines clients. • Provides proactive guidance throughout the full claims lifecycle, from first notice of loss through resolution and recovery. • Advocates on behalf of clients with carriers and adjusters to ensure fair, timely, and accurate claim handling. • Reviews coverage, endorsements, and policy terms to support claim strategy and client education. • Assists clients with complex or sensitive claims involving high-value homes, scheduled property, fine art, jewelry, collectibles, watercraft, and specialty risks. • Delivers a concierge-level service experience with a high degree of professionalism, discretion, and empathy. • Communicates clearly and proactively with clients regarding claim status, expectations, and next steps. • Coordinates vendors, experts, and restoration services as needed to support claim resolution. • Supports clients during catastrophic or emotionally charged loss events with confidence and care. • Partners closely with Personal Lines Risk Advisors, Account Managers, and Risk Consultants to align claims activity with overall client strategy. • Identifies trends, coverage gaps, or risk mitigation opportunities arising from claims activity and shares insights with service teams. • Supports renewal and stewardship efforts by providing claims summaries and insights as requested. • Maintains accurate and timely documentation of all claim activity within agency management systems. • Ensures compliance with carrier guidelines, internal procedures, and regulatory requirements. • Supports audits and quality reviews related to claims handling and documentation. • Performs other projects, duties, and tasks as assigned.

• Assess effectiveness of and create and/or disband/combine clinically focused workgroups • Manage clinical quality improvement studies, activities and projects • Participate in the development and implementation of new clinical projects to support continuous quality improvement • Conduct evidence-based literature research to guide and support clinical quality improvement studies and activities

**Responsibilities:** - Build data mappings and integrations using integration tools, Workforce Optimizer, and a variety of third party APIs - Support customizations and configurations for existing integrations - Work closely with business analysts, sales, software developers and system architects to understand requirements, workflows and validations to deliver solutions to business needs - Troubleshoot and resolve integration issues as they arise - Learn and implement new integration processes and methodologies

• Utilizes a collaborative process of assessment, planning, implementation and evaluation, to engage, educate, and promote/influence members decisions related to achieving and maintaining optimal health status • Facilitates effective health care decision-making • Improves the quality of care • Improves member satisfaction with their health care plan • Facilitates appropriate use of health care resources • Provides up-to-date health care information to help facilitate members’ understanding of their health problems and possible options • Provides assistance by clarifying available options for the member's particular health problem or issue • Helps members actively and knowledgeably participate with their provider in their own health care decision-making • Promotes healthy lifestyles to help lower personal health risks, preventing illness • Awareness of the member’s available health and wellness programs, and makes referrals to these programs as appropriate