About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Position Overview

Confidential Client (a leading firm in Accounting & Finance) is seeking a motivated, detail-oriented Claim Advocate I to join their Claims team in Armonk, NY. This entry-level role supports personal and commercial lines claims, delivers excellent client service, and ensures accurate claim documentation and follow-up throughout the claim lifecycle.

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What You’ll Do

• Receive and process incoming personal and commercial lines claims.
• Input claim information accurately into agency management systems and carrier portals.
• Document claim activity, communications, and status updates thoroughly and in a timely manner.
• Contact insurance carriers to report claims and confirm proper claim setup.
• Follow up with clients, adjusters, carriers, and third parties to obtain required information and documentation.
• Monitor open claims and maintain regular communication to ensure timely resolution.
• Assist clients with questions regarding the claims process and claim status updates.
• Review claim documentation for completeness and accuracy.
• Maintain electronic claim files and records in accordance with agency standards.
• Support senior Claims Advocates and management with administrative and claim-related duties.
• Prioritize daily workload to meet deadlines and service expectations.
• Collaborate with account managers, producers, and agency staff to provide exceptional client service.
• Develop knowledge of personal and commercial insurance coverages and claims handling practices.
• Manage auto glass claims: ensure timely response and coordinate with carriers toward closure.

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Qualifications

Required

• Bachelor’s degree in Business, Insurance, Communications, or a related field.
• Strong organizational and time-management skills.
• Excellent verbal and written communication abilities.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• Strong attention to detail and commitment to accuracy.
• Customer-focused mindset with a professional demeanor.
• Obtain adjuster’s license within the first 90 days of employment.

Preferred

• Prior customer service, administrative, or insurance experience.
• Interest in pursuing professional growth and a long-term career in the insurance industry.

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Compensation & Benefits

• Salary range: $55,000 — $65,000 per year (range provided by Confidential Client).
• Additional benefits may include medical, dental, retirement plan options, and paid time off — actual offerings to be disclosed by Confidential Client.

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Location & Work Type

• On-site in Armonk, NY (this position is not remote).
• Candidates must be able to work from the Armonk area and comply with any state-specific employment requirements.

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Why Join

• Start a long-term career path in insurance with structured training and mentorship.
• Gain hands-on claims experience across personal and commercial lines.
• Work for a Confidential Client supported by a third-party recruiter (Careertakes), with potential access to other matched roles on the Careertakes platform.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.