Risk & Claims Coordinator managing claims at Leavitt United Insurance Services. Supporting claims administration, client communication, and documentation for effective operations in a hybrid environment.
Responsibilities
Claims Management: Enter new property and casualty claims into AMS 360, submit First Notice of Loss (FNOL) to carriers, and track claim progress from start to finish.
Client Communication: Send claim acknowledgements, share updates, and ensure clients are informed every step of the way.
Carrier Follow-Up: Work closely with carriers to obtain claim numbers, adjuster details, and ongoing status updates.
Team Support: Assist with scheduling on-site visits, coordinating stewardship reports, and maintaining RAC documentation.
Record Keeping: Keep client folders, calendars, and department systems organized and up to date.
Presentation & Reporting: Help prepare PowerPoint decks, moderate webinars, and support RAC reporting and newsletter efforts.
Special Projects: Support the RAC team with projects such as binder updates, claim reviews, and data gathering for pre-unit stat reviews.
And More: Take on other duties as assigned — every day brings something new to learn.
Occasional travel may be required.
Requirements
Education: High school diploma or equivalent required.
Experience: At least 1 year of agency experience or similar administrative experience preferred.
Skills:
Strong communication skills — you’re comfortable interacting with clients, carriers, and teammates.
Detail-oriented and organized — you thrive on keeping systems and records in order.
Proficient with basic computer programs (Word, Excel, AMS 360 experience a plus).
Comfortable working independently and managing multiple priorities.
Able to perform basic math for rates, ratios, and percentages.
Licensing: Active CA Property/Casualty license required (or ability to obtain within 90 days of hire).
Continuing Education: Commitment to ongoing learning and professional growth through industry training and CE requirements.
Valid Driver’s License: Must have an acceptable driving record.
Benefits
A people-first culture that values your growth and work–life balance—with hybrid and remote options available, for qualified candidates
Ongoing training and career development opportunities including paid license renewal and continuing education
The tools and support you need to succeed
The chance to work with reputable carriers and a diverse book of business
Recognition and rewards
Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
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