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.

Responsibilities :

• Collection, input and reporting of property & casualty claims.
• Monitors claims, targeting large accounts for customized service.
• Reviews claim status, action plans, and reserves using technical problem-solving skills.
• Provides status reports to clients and keeps team informed.
• Researches and obtains claims data from claim carriers and updates necessary parties.
• Sorts loss runs to analyze claims data to strategize approach to claims management.
• Handles claims consistent with our clients and corporate policies, procedures, and "Best Practices" and also in accordance with any statutory, regulatory, and ethics requirements
• Assists Risk & Claims team to retain existing accounts.
• Attends appropriate and applicable continuing education courses as needed to maintain position knowledge and licensing.
• Maintains quality relationships with insurance carriers.

Qualifications :

• Ability to analyze complex coverage issues with Claims Manager
• Exceptional customer service skills.
• Disciplined, well-organized, and self-motivated person.
• Strong Microsoft Excel & Office Suite 360 skills
• Strong problem-solving and analytical skills
• Strong written and oral communication skills; ability to negotiate with others in an appropriate manner; ability to listen.
• Strong organizational skills with attention to detail and follow-up

• CA Property & Casualty license required w / in 90 days
• 1 years Agency experience preferred.
• Excellent communication skills; verbally and written.
• Detail oriented and able to maintain compliance standards.
• Must be dependable, provide timely response, and complete work activities.

Benefits :

Leavitt United Insurance Services offers a competitive hourly wage of $20.00 to $24.00, 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

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Last updated : 2024-05-23