Insurance/Claims Specialist

Position Summary

The Insurance and Claims Specialist role provides administrative and analytical support for the organization’s insurance programs, claims management and related litigation matters; assists with claims administration and tracking, insurance renewals, litigation administration, reporting, and coordination with internal and external stakeholders to support effective risk management and claims resolution.

Essential Job Duties:

• Maintain insurance policies, endorsements, certificates, correspondence, and related records to ensure completeness and accuracy,
• Monitor claims activity from initial reporting through final resolution,
• Serve as a liaison and respond to requests from insurance brokers, carriers, third-party administrators, legal counsel, and internal stakeholders,
• Assist with claim investigations, fact gathering and evidence collection,
• Coordinate the collection of information and supporting documentation from internal departments related to claims and litigation matters,
• Maintain litigation tracking systems,
• Review legal invoices and monitor litigation expenses and budgets,
• Coordinate document retention, records management and evidence preservation related to claims and litigation matters,
• Analyze loss trends and claims data to identify opportunities for risk reduction and cost containment,
• Support loss prevention and safety initiatives,
• Assist with the preparation of insurance applications, exposure data, underwriting submissions, audits, and annual policy renewals,
• Coordinate the collection and review of certificates of insurance and other insurance-related documentation,
• Prepare reports and presentations for leadership and board committees regarding insurance, claims, litigation, and loss experience,
• Support strategic planning efforts related to organizational risk and insurance needs,
• May drive for other work-related tasks,
• Assist with special projects and other duties as assigned.

Minimum Education, Training and Experience

• Bachelor’s degree in Risk Management, Business Administration, Finance, Public Administration, Legal Studies, or related field,
• Minimum two (2) years of experience in insurance administration, claims administration, risk management, legal operations, or a related field,
• Working knowledge of commercial insurance programs, including:
  • Workers’ Compensation (required),
  • General liability, property, automobile, employment, and professional liability claims (preferred),
• Knowledge of claims handling processes, litigation procedures, and insurance terminology,
• Experience in nonprofit, human services, healthcare, education, youth-serving organization, or other highly regulated environments preferred,
• Multi-state experience preferred,
• Analytical and organizational skills,
• Effective written, verbal and interpersonal communication skills,
• Proficiency in Microsoft Office Suite, (Outlook, Teams, Excel, Word, PowerPoint).