About The Position

Catholic Community Services of Western Washington (CCSWW) is seeking an Administrative and Risk Management Specialist to provide administrative, operational, and analytical support to the CFO, senior Finance and Accounting leadership, and the Manager of Insurance and Loss Prevention. The position supports Finance and Accounting operations and the organization’s insurance and risk-management programs, including insurance renewals, certificates of insurance, insured asset and exposure records, incident reporting, and related documentation. It requires confidentiality, organization, attention to detail, and financial awareness. The role provides executive and meeting support, maintains confidential records, and assists with insurance administration, claims tracking, inspections, reporting, and the development of policies and reference materials. The position reports to the CFO.

Requirements

  • At least five years of progressively responsible administrative or operational support experience.
  • Strong writing, proofreading, formatting, research, and organizational skills, with consistent attention to detail and accuracy.
  • Advanced proficiency in Microsoft Office, including Excel, PowerPoint, SharePoint, Teams, and Word.
  • Ability to prepare professional reports, presentations, correspondence, and other executive-level materials.
  • Willingness to use artificial intelligence tools for research, analysis, reporting, document preparation, and process improvement.
  • Ability to exercise discretion and maintain confidentiality when handling financial, personnel, claims, insurance, legal, executive, and Board-related information.
  • Ability to communicate professionally and effectively with executives, Board members, employees, and external business partners.
  • Ability to prioritize competing assignments, meet deadlines, adapt to changing priorities, and work with limited supervision in a fast-paced environment.
  • Support and uphold the mission, beliefs, and values of Catholic Community Services and Catholic Social Teaching.

Nice To Haves

  • Bachelor’s degree in business administration, finance, accounting, risk management, or a related field; relevant professional experience may substitute for education.
  • Experience supporting finance, accounting, executive leadership, insurance, or risk-management functions.
  • Experience with commercial insurance administration, certificates of insurance, claims documentation, or risk-management systems.

Responsibilities

  • Provide administrative support to the CFO and senior Finance and Accounting leadership, including calendar management, meeting coordination and preparation, deadline tracking, and occasional travel arrangements.
  • Manage incoming requests and communications for the CFO, prioritize matters, and coordinate responses and follow-up.
  • Coordinate preparation, organization, and distribution of materials for Finance Committee, Board of Trustees, and other leadership meetings.
  • Attend assigned meetings, document decisions and follow-up items, and monitor action-item completion.
  • Research and compile information for reports, presentations, and other Finance and Administration materials.
  • Maintain organized electronic records, correspondence, and confidential Finance and Administration documentation.
  • Support annual insurance renewals through data collection, document preparation, follow-up with internal insurance liaisons, and maintenance of renewal records.
  • Process routine requests for certificates of insurance and evidence of property insurance, check completed documents for basic accuracy, and refer exceptions or complex requirements to the Manager of Insurance and Loss Prevention.
  • Maintain insured asset and exposure databases for insured properties, vehicles, and covered individuals; process changes and assist with reconciliation and data-quality reviews.
  • Receive, route, and track incident reports and property-damage notifications; maintain supporting records and escalate significant, incomplete, or time-sensitive reports.
  • Assist with administrative tracking of property, liability, automobile, and other claims; maintain supporting documentation and follow up on outstanding information as directed.
  • Coordinate insurance, loss-control, appraisal, and facility-inspection activities and help track recommendations and follow-up items.
  • Compile insurance, claims, loss, premium, exposure, and incident information for analysis and reporting by the Manager of Insurance and Loss Prevention and the CFO.
  • Assist with drafting, formatting, maintaining, and distributing Finance, insurance, and risk-management policies, procedures, forms, and reference materials.
  • Assist with preparing and maintaining the enterprise insurance guide, process sheets, training materials, and other resources for internal insurance liaisons and stakeholders.
  • Perform other duties consistent with the position’s scope and responsibilities as assigned.

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and long-term disability
  • Health Savings Account (HSA) and Flexible Spending Account (FSA)
  • 15 days of paid vacation
  • Paid sick time
  • 12 paid holidays and one personal holiday
  • 403(b) Employee Savings Plan
  • Employee Assistance Program (EAP)
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