Claims Consultant

Heffernan Insurance Brokers•Walnut Creek, CA

1d•$100,000 - $125,000•Onsite

About The Position

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.

Requirements

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.
Must be organized and able to manage time effectively.
Professional demeanor and behavior as referenced in the Heffernan Habits.

Nice To Haves

Sales & Marketing skills desired.

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.