What are the responsibilities and job description for the Branch Manager position at Tristar Insurance?
Branch Manager
Branch Manager
POSITIONS SUPERVISED: Directly: Claims Supervisor, and possibly Liability Adjuster. Indirectly: All positions under the supervisory level.
POSITION SUMMARY: Under minimal supervision directs overall operations of Branch Office which includes managing staff and supervisors in all aspects of their technical performance and compliance with TRISTAR policies and procedures and operating within established financial restraints. Maintains effective communication with clients to ensure contract compliance and provide excellent customer service.
DUTIES AND RESPONSIBILITIES:
- Responsible for the overall operation of the branch office.*
- Develops and maintains strong working relationships with clients in order to ensure their client servicing expectations and/or needs are being met.*
- Manages the claims staff to ensure compliance with client contracts.*
- Ensures compliance with corporate and client guidelines regarding claims handling procedures.*
- Actively participates in the preparation of an annual budget and manage branch operations within such budgeted financial restraints.*
- Prepares quarterly operational reports for Home Office commenting on budget compliance and productivity.*
- Prepares and ensures distribution of standard monthly reports.*
- Provides ad hoc reports, as may be required, at client’s request.*
- Coordinates and prepares for internal and external audits.*
- Responds to audit reviews and develop and implement corrective action plans as may be required.*
- Oversees supervisor work product and diary compliance.*
- Monitors client trust accounts for funding adequacy.*
- Responsible for all personnel actions including hiring, performance reviews, corrective action plans and terminations.*
- Coordinates information flow, as necessary, to Home Office departments, such as, I.T., Human Resources, Accounting, Loss Control and Sales.
- Conducts regular staff training sessions as may be required, independently, and/or as directed by Home Office.*
- Assists Home Office and sales/service team with RFP’s, client service issues or new client presentations.
- Maintains visibility in the industry by supporting and attending industry sponsored functions, speaking engagements and educational / teaching opportunities.
- Manages office functions that support claims administration.
- Other duties as assigned.
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*Essential job function.
qualifications
QUALIFICATIONS REQUIRED:
Education/Experience: Bachelor’s degree in related field (preferred); five (5) to ten (10) years related experience; or equivalent combination of education and experience.
Knowledge, Skills and Abilities:
- Exceptionally strong technical claims handling skills and knowledge of state workers’ compensation laws.
- Experience in supervising claims operations.
- Ability to prioritize multiple tasks and meet strict deadlines.
- Experience with, or the ability to quickly grasp, the financial issues involved in operating a branch office.
- Computer literacy in Word, Excel and PowerPoint and claims information systems.
- Excellent written and verbal communication skills, including ability to convey technical details to claimants, clients and staff.
- Ability to read, analyze and interpret claims loss reports.
- Effectively present information and respond to questions from corporate office, clients, vendors and staff.
- Ability to manage diverse staff.
Other Qualifications:
- Certifications and/or licenses as required by State regulation.