Claims Specialist

Position Overview

The Claims Specialist plays a vital role in navigating the insurance claims process on behalf of our clients. This position acts as the primary liaison between homeowners, insurance carriers, and internal teams to ensure that claims are filed, adjusted, negotiated, and finalized in a timely, accurate, and fair manner.

You will work closely with Project Managers and Sales Team members to support a seamless experience for each homeowner, while using ClaimWizard to manage all documentation and tasks throughout the claim lifecycle.

Responsibilities

Claim Management & Documentation

• Oversee the full insurance claim lifecycle—from initial estimate to final Certificate of Completion (COC).
• Gather and review documentation such as insurance policies, photos, workups, estimates, and damage reports.
• Maintain detailed records of all claims activities in ClaimWizard, ensuring timely and accurate updates.

Insurance Carrier Communication & Negotiation

Client Communication & Support

Scheduling & Internal Collaboration

Performance Expectations

General Overview of Claim / Collection Process

Qualifications

Company Description

Excel Roofing & Restoration is a leading provider of roofing solutions for residential and commercial clients. Built on integrity, craftsmanship, and customer-first service, we've earned a reputation for excellence throughout our communities. As we continue to grow, we're looking for dynamic leaders who can help guide and elevate our high-performing sales teams.

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