Claim

Risk & Claims Coordinator / Claims Assistant

A Leavitt Group affiliate, Leavitt United Insurance Services, is looking for a Risk & Claims Coordinator for one of their offices in Elk Grove, CA;

Lodi, CA; Sonora, CA; Santa Rosa, CA; or Napa, CA. As a Risk & Claims Coordinator, you will be responsible for assisting the the property / casualty risk and claims team.

You will work directly with clients, Producers, Account Executives, Account Managers, risk, and claims representatives to manage our existing and prospective clients.

SUMMARY

The Risk & Claims Coordinator will provide support in all aspects of the Risk & Claims Department (RAC). You will be responsible for assisting the the property / casualty risk and claims team.

You will work directly with clients, Producers, Account Executives, Account Managers, risk, and claims representatives to manage our existing and prospective clients.

This position inputs all new property & casualty claims and organizes and update the property & casualty calendar and department emails and other administrative duties as assigned.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following :

• Will be responsible to enter claims into AMSand submit the First Notice of Loss (FNOL) to the appropriate carrier.
• Gathering P&C / Workers’ Compensation claim statuses on smaller claims as assigned.
• Coordination of stewardship or claims summary reports.
• Assist in gathering documents for pre-unit stat review process according to the department workflows and procedures.
• Prepareandassistwith PowerPoint presentations, hosting, moderating webinars, and meetings as needed or assigned.
• Occasional travel maybe required.
• Other administrative duties as assigned.

BENEFITS

Leavitt United Insurance Services offers a competitive hourly wage of $23.00 to $27.00, depending on experience, plus :

• Paid License renewal and continuing education
• Recognition and rewards
• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
• Vision, Dental, HSA / FSA, & Life Insurance
• Paid time off (vacation & sick time)

Qualified candidates are encouraged to apply!

As a national company, the Leavitt Group is the 19th largest privately-held insurance agency brokerage in the nation, with over 250 locations across 27 states.

We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies.

We are always looking for talented individuals who want to further their career and grow with us.

Who are we? Please watch https : / / youtu.be / tmNRjDxzKQk

SUPERVISORY RESPONSIBILITIES

There is no direct supervision of other employees required for this position.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and / or EXPERIENCE

Education : Minimum Required High School Diploma or Equivalent.

Experience : A minimum of 1 year of agency experience or a combination of experience in an administrative capacity.

LANGUAGE SKILLS

Ability to read and comprehend simple instructions, short correspondence, and memos. Must be able to read, write and verbally communicate using the English Language.

The ability to read and interpret insurance related documents such as policy documents and general correspondence is required.

Must be able to communicate information and respond to questions (verbally and in written form) effectively with company personnel and other agency staff.

MATHEMATICAL SKILLS

Be able to perform basic math calculations such as addition, subtraction, multiplication, and division in all units of measure, using whole numbers, common fractions, and decimals.

Compute rate, ratio, and percentage. Calculate discounts, commissions, and percentages. These are the skills necessary to calculate premium and commission, and assist with premium payment arrangements, including financing.

COMPUTER SKILLS

Basic knowledge of a word processing program and spreadsheet program is needed. Typing skills or prior data input experience is mandatory.

REASONING ABILITY

Must have the ability to deal with problems involving several concrete variables in standardized situations. Ability to apply common sense understanding, interpret and carry out instructions furnished in written or oral form to insurance and general office situations.

Must be able to work with minimal supervision. The ability to recognize and solve customer problems that are related to their insurance policies is required.

Must be capable of collecting underwriting information and determining the appropriate company for account placement.

CERTIFICATES, LICENSES, REGISTRATIONS

License : The agency requires you have an active CA property / casualty license or obtain within 90 days of employment. Have a valid, in force driver’s license with an MVR acceptable to the agency.

Continuing Education : Attend industry designed classes that will increase knowledge of the industry and satisfy state licensing CE requirements.

Participate in company training classes as required.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, use hands to handle, or feel; reach with hands and arms;

and talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EMPLOYER’S RIGHTS

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties.

You will be evaluated in part based upon your performance of the tasks and functions listed in this job description. The employer has the right to revise this job description at any time period the job description is out of contract for employment, and either you or the employer may terminate employment at any time, for any reason.

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Last updated : 2024-07-16

Salary : $23 - $27