Claims & Survey Coordinator

Summary

The Claims & Survey Coordinator provides administrative and operational support for the General Agencys survey and claims functions. This position coordinates insurance surveys tracks survey requirements and recommendations maintains survey records monitors claims activity and serves as a liaison with vendors carriers adjusters and internal stakeholders. The role ensures the timely collection organization and reporting of survey and claims information while supporting efficient agency operations.

Why Jewelers Mutual

Since 1913 weve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise were financially strong forward-thinking and driven by curiosity. Guided by our core values of Agility Accountability and Relevancy we lead through innovation.

As a technology focused organization we embrace cutting-edge tools and data-driven insights to continuously improve our products services and customer experience. Our mission is to be the industrys most trusted advisor by investing in our people adopting new technologies and striving for excellence.




What Youll Do

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Compile insurance applications for all risks requiring survey into consolidated PDF packages and submit them to survey vendors (e.g. FISK Premier); manage multiple overlapping monthly survey cycles as bordereaux are received.
• Review incoming survey reports for accuracy confirming the address policy number named insured and location match the application and return any discrepancies to the vendor for correction.
• Save completed survey reports in the agency system retain them for future renewal cycles and track outstanding reports through to completion.
• Prepare requirement and recommendation letters from survey reports send them to insureds and follow up to confirm requirements are satisfied.
• Order surveys for open-market business (fine art jewelers block JB Select binders and similar) and coordinate with London and domestic underwriters to obtain any resulting requirements.
• Verify survey-vendor invoices against work actually completed flagging vendor errors so the agency is not charged for them.
• Log and monitor claims following up with domestic carriers and adjusters (e.g. Hartford CNA Berkeley Selective Travelers) for status payment and reserve updates.
• Pull loss runs claim details and policy documents from carrier portals; reconcile claims filed directly with carriers and capture claim data to support carrier/loss reporting and producer requests.

Minimum Qualifications

• High school diploma or equivalent.
• Strong organizational and time-management skills.
• Proficiency with Microsoft Office applications including Outlook Excel and Word.
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines.
• Effective written and verbal communication skills.
  
  
  

Preferred Qualifications

• Associates degree in business insurance or related field.
• 1-3 years insurance experience in claims or underwriting support helpful.
• Experience working with insurance agency management systems and carrier portals.
• Knowledge of commercial property and casualty insurance.

What We Offer You

• Competitive Compensation & Benefits: Includes performance bonuses generous paid time off and a top-tier retirement program with 401(k) matching and additional company contributions.
• Collaborative Culture: Work alongside talented passionate peers who value ownership and continuous learning.
• Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
• Great Place to Work Certified: Join a team recognized for an environment of innovation and growth.
  
  
  

Accessibility and Accommodations

We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process please let us know by contacting

Required Experience:

IC