Workers Comp Senior Claims Consultant

Acrisure•San Jose, CA

1d•Onsite

About The Position

Acrisure is a global fintech leader that empowers businesses and individuals with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage services. With a history of significant growth, Acrisure employs over 19,000 colleagues in more than 20 countries. This position involves reporting, managing, and resolving Middle-Market to Large Commercial client workers’ compensation claims. The role requires regular communication with various parties, gathering claim facts, reviewing coverage, analyzing estimates, and resolving coverage disputes favorably for clients. Accurate claim evaluation for reserve or settlement purposes and preparing stewardship reports are also key aspects of the position.

Requirements

5 years of experience in Insurance, P&C
3 years in brokerage preferred, not required
3 years or more of claims management experience
Active P&C license, or ability to successfully complete training and pass licensing test within 12 months of hire
High-school diploma, or equivalent (College degree, a plus)
Superior organizational and time management skills
Excellent oral and written communication skills
3 years or more Customer-oriented service experience
Exercise good judgment/decision making ability
Possess good problem-solving skills
Work independently, as well as part of a team
Prioritization skills & ability to work on multiple tasks, as needed
Ability to actively listen to respond to questions, concerns or implement a solution
Attention to detail
Dependable
Intermediate or above computer skills (utilizing Microsoft Word, Excel, Outlook, PowerPoint and Agency Management software)
Intermediate skills or above navigating the internet

Nice To Haves

College degree

Responsibilities

Manage new and ongoing claims for assigned Commercial Middle Market to Large clients generating $10,000 or more in total commercial revenue.
Provide recommendations or guidance to the Client Advisor or Account Manager on claims for clients who generate commercial annual revenue below $10,000 per year.
Provide recommendations or guidance to other Centers of Influence on claims for clients who generate commercial annual revenue below $10,000 per year.
Back-up other Claim Consultants as needed, including those that manage Workers’ Compensation claims for Middle Market and Large Commercial clients.
Strategically manage existing open WC claims, documenting all activity in Epic, maintaining ongoing contact with the insurance adjuster, client contact(s), defense attorney, and others involved in the claim.
Assist the Account Executive and Client Advisor, as needed, to resolve coverage questions, identify & report frequency or severity trends, and develop and facilitate risk management techniques to help the client decrease the number & the severity of claims to reduce future insurance costs.
Operate in a courteous and professional manner with all others to resolve claim related issues and coverage related concerns.
Advise the Account Executive and Client Advisor on unusual, complex, or high value new losses or coverage disputes and provide updates/reports as needed.
Conduct regular and timely follow-up contact with adjusters, client contacts, and others defending the claim or in response to a request.
Regularly review (at least monthly) and monitor all open WC claims on assigned clients losses and maintain a record of the status and related data until the claim is resolved.
Enter and maintain data in Epic (Agency Management Software) including email, phone contacts and client stewardship reports.
Visit clients as requested or agreed upon with the client, Client Advisor, Account Executive and/or Team Leader.
Contact the insured, carrier, claimant, attorney, doctor/medical facility as needed by letter, memo, phone, fax or e-mail.
Receive, distribute or attach in Epic all P&C claims related mail and inform the Client Advisor and/or Account Executive when necessary.
In the event of notice of a new claim, review each account policy information to confirm coverage and coordinate with the Client Advisor and/or Account Executive and agree upon notification method to the client if there are any coverage concerns.
Works with carriers and clients to see to it that all claims are resolved promptly and fairly.
Develop and foster good working relationships with adjusters and clients by responding within 1 business day to all email or phone inquiries, anticipating needs and expressing gratitude.
Perform P&C claim reviews and preparing stewardship reports for assigned clients on a schedule agreed upon with the client and maintaining a copy in Epic.
Provide Stewardship reports on assigned clients as requested by the Marketing team, Client Advisor or Account Executive to assist in renewal marketing or renewal presentations.
Provide status reports on open WC claims for assigned clients as requested by the Client Advisor, Account Executive or client.
Support the mission and vision of the Agency as a whole and specifically of the Claim and Risk Management Team.
Adheres to all policies, procedures and workflow processes.
Complete Continuing Education requirements to maintain P&C license and other designations.
Other activities or tasks as requested.