Field Representative - San Diego/Orange County

Summary

This is a field-based position, with work performed from a home office and travel to insureds’ locations as required.

The Field Representative uses significant independent judgment in applying knowledge of the workers’ compensation insurance standard classification system and of WCIRB procedures to analyze information collected and to determine the standard classifications that apply to a policyholder’s operations. Working independently, the Field Representative is responsible for (1) classification inspection reports, (2) Test Audits of payroll, (3) Test Audits of claims classifications, and (4) general email and phone correspondence with insurers, agents and brokers and employers.

Core areas of responsibility include:

1. Field Representatives are expected to meet established quality and quantity requirements reflected in the Standard Performance Requirements including:

1. Production: The Field Representative is required to hit production goals for inspections (Original, Renewals, Special and Targeted) and Test Audits.
2. Quality: The Field Representative is required to produce both a quality inspection and test audit that are reflective of a business classification and payroll.

2. Field Representatives meet and interact directly with California business owners, with a primary responsibility of delivering a positive customer experience through accessibility, responsiveness, and professional conduct.

Essential Duties and Responsibilities

• · Interviews policyholders and inspects their premises to obtain information needed to properly classify their business operation for workers’ compensation insurance purposes.
• · Prepares, proofreads and submits classification inspection reports describing the employer’s business.
• · Examines insurers’ payroll audits and policyholders’ payroll records to verify the proper reporting of exposure by classification for unit statistical purposes.
• · Conducts claims classification audits to verify the classifications assigned by insurers to reported claims.
• · Prepares, proofreads and submits the results of Test Audits and claims classification audits.
• · Conducts ride along with team members and other employees from home office (as needed)
• · Prepares general correspondence including setting appointments, emails and phone calls to employers, insurers, agents and brokers.

To perform this job successfully, the individual must be able to execute the tasks discussed in this job description. The requirements listed below are representative of the knowledge, skills and/or ability required. Reasonable accommodations, as required by ADA, may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree (including completed courses in relevant areas such as business administration, accounting, bookkeeping, mathematics, risk management, accounting, and communication) or a minimum of 3 years of Premium Audit experience with an insurance carrier/fee audit company or equivalent experience that demonstrates the required writing, analytical and computer skills.
• Proficiency in basic workers’ compensation payroll auditing and general understanding of the administration of the standard classification system.
• Proficiency in Word and Excel.
• Position requires a self-starter who can work independently and meet production goals.
• Must have excellent interpersonal skills and the ability to interface with a variety of individuals in a number of different settings or work conditions.
• Sufficient mathematical skills to understand payroll records to conduct a payroll audit.
• Solid language skills to communicate clearly with co-workers and people outside the WCIRB, and to write and proofread inspection reports that are sent directly to the insurer without secondary review.

Certificates, Licenses, Registrations

Valid California driver’s license required.

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.

• 40%-60% time spent either at policyholders’ locations or traveling thereto. Actual travel time varies with assigned territory. Travel may require overnight stays away from home.
• 40%-60% time spent at Field Representative’s home office engaged in preparing for, researching, and producing classification inspection reports and test audit reports.
• On-site inspections involve exposure to a variety of work conditions that are not under the WCIRB’s control.
• Success partly depends on effective time management skills, self-motivation, excellent follow through and comfort with working independently and alone most of the time.
• Work requires attention to detail over long periods of time.
• Work is performed at fast, accurate pace and in an occasionally stressful environment.
• Work requires that certain production goals be met.

Perks & Benefits

At the WCIRB, we go the extra mile to keep our employees happy and healthy.

Proud to be recognized as a Plan Sponsor of the Year finalist for our commitment to retirement readiness through strong 401k and pension offerings.

Some of our benefits and perks include:

• Medical, dental and vision benefits
• Competitive PTO Program
• Wellness benefits
• 401K and pension plan
• Social activities
• Community volunteer involvement

WCIRB is an equal opportunity employer committed to an inclusive workplace that fosters belonging. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, age, genetic information, or any other basis prohibited by law. We also consider qualified applicants with criminal histories consistent with applicable federal, state and local law.

Thank you for your interest in the WCIRB.