Position Overview   

Work directly with our Risk Department, focusing on workers’ compensation risk and claims management. Fast-paced administration of insurance policy, quoting, rating and renewals. Safety program administration, ensuring compliance with safety and risk standards. 

Essential Job Functions of this Position  

Workers Compensation 

• Quote, rate new prospects, present rates to the sales department, bind policy coverage, and set up new client rates with our system department. 
• Administer policy rates in the systems of record. 

• Produce any additional workers comp documents for the new client required by the state. 
• Set up and execute CRM tasks and cases.
• Complete ERM- 14  

• Assist with workers’ compensation policy renewals, policy takeovers and broker of record.
• Request and produce certificate of insurance (COI)  
• Capture documents in SharePoint. 

• Mentor Risk Assistant  
• Manage Risk Management Shared Email. 
• Quote EPLI and bill EPLI final balance upon termination. 
• Manage audits to complete updates or terms.

• Provide backup for claim submission. 
• Communicate how to access and complete forms and procedures to client needed to file claim.
• Track and measure claims activity. 
• Work in multiple Systems: Prism, Report Center, Client Space, Business Intelligence, i3, Zywave, LMS, etc.
• Exhibit confidentiality and attention to details. 

Certificate of Insurance /Waiver of Subrogation 

• Use certificate exchange to create Certificates of Insurance (COI)  
• Communicate with Risk Transfer to request Wavier of Subrogation (WOS) as well as COIs.
• Ensure all requirements are met for these requests.

Occupational Safety and Health Administration (OSHA)  

• Support documentation of claims.
• Support with preparation of annual OSHA 300 Report, OSHA 300 A   summary reports, and make available to clients as needed. 

Skills/Abilities  

• Excellent documentation and follow-up skills 
• Strong work ethic 
• Show exceptional judgment, problem-solving and critical-thinking abilities  
• Exhibit confidentiality in all matters.
• Excellent customer service 
• To be accountable and take ownership of the areas of responsibility. 
• Ability to communicate concisely and effectively; both written & verbally  
• Communication and presentation skills   
• Analytical skills and an eye for detail 
• Knowledgeable in OSHA (Occupational Safety and Health Administration) laws and regulation - OSHA 30 within 6 months 
• Knowledgeable in Excel and Adobe 
• Planning and organizational skills 
• Commercial awareness 
• Ability to understand broader business issues. 

Requirements 

• Proficient with MS Excel    
• Proficient with Prism/Client Space 
• Attention to details 
• Solid understanding of workers compensation insurance terminology 
• Experience with various insurance practices and terminology  
• Excellent written and verbal skills 

• Ability to work independently and in a team.
• Ability to work in a fast-paced environment. 
• Ability to prioritize tasks. 
• Fluent in Systems: Prism, Report Center, Client Space, Microsoft, SharePoint, Teams, Adobe, Web, i3 and Excel.
• Cross training all aspects of risk and systems 

• OSHA 30 Certified 

Physical Demands and Work Environment 

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually moderate. ________________________________________________________________________ 

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. 

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. 

This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.