Claims Consultant

Department: Other Services

Location: Walnut Creek, CA

Compensation: $100,000 - $125,000 / year

Description

The Consultant is responsible for servicing and maintaining an assignment of consulting client contracts, and to deliver agreed upon services in compliance with Consulting Division workflows, policies, and procedures. The Consultant will work closely with client’s carriers and claims administrators to find coverage for challenging losses, and to ensure that claims are handled proactively, and reserved appropriately. The Consultant will provide timely Consulting Reports to their consulting clients and the corresponding HIB Account Management Team to reflect their efforts and outcomes.

Key Responsibilities

• Provide services according to the services sold to the individual client, meet timeline commitments, including but not limited to consulting reports, mod calculations and analysis, claim review(s), client meetings, sales presentations, etc.
• Conduct virtual or on-site claim reviews in a proactive manner based upon the service contract.
• Educate and support client questions and act as a resource to client(s) and HIB Account Management team(s).
• Collaborate with all members of the Consulting division – provide back-up for whenever necessary.
• Follow HIB Consulting Division Service Standards.
• Responsible for all aspects of a Consulting client, the consulting contract and consulting services.
• Proactively work with the Support Team Member, providing them with clear direction and support.
• Actively recommend, promote, and utilize all services offered by HIB’s Consulting Division.
• Proactively work with HIB’s Producers and/or Account Management Teams to assist in their sales process – including preparation of the prospect presentation as well as prospect meetings (virtually or in person).
• Actively utilize technology that is available to efficiently manage both your workload as well as to obtain client information (i.e., LastPass, Carrier Online RMIS’s, web-based platforms like RMC, etc.)
• Special projects as assigned.
  
  
  

Skills, Knowledge and Expertise

Education – High School graduate/GED required.

• Minimum five (5) years’ experience in General Liability and Property claims handling experience required.
• Effective communication skills, both written and oral.
• Excellent interpersonal and customer service skills.
• Strong analytical and problem-solving skills.
• Adaptable, self-starter, with experienced decision-making skills. Must work well in a team environment.
• Must be proficient in MS Office, notably Outlook, Word, PowerPoint, and Excel.
• Sales & Marketing skills desired.
• Must be organized and able to manage time effectively.
• Professional demeanor and behavior as referenced in the Heffernan Habits.
  
  

Why Choose Heffernan?

At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.

Heffernan Habits:
These are core values that represent our unique culture.

• Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
• Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.
  

*The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.