Group Captive Risk Management Coordinator at Higginbotham Insurance Agency, Inc.

Position Summary:  The Group Captive Risk Management Coordinator requires strong organizational skills, the ability to manage multiple priorities in a fast-paced environment, and a proactive approach to task management. The ideal candidate will possess exceptional customer service skills and a positive, professional demeanor, as the role involves regular communication with clients and internal teams.

Supervisory Responsibilities:  None

Essential Tasks:

• Reporting claims to the appropriate Third-Party Administrator (TPA) or carrier
• Entering and managing claims within the EPIC system
• Scheduling and coordinating claim review meetings
• Retrieving and analyzing loss run reports
• Distributing loss runs and claim summary reports to clients
• Preparing workbooks and materials for workshops and board meetings
• Updating project tracking tools such as Monday.com and completing internal audits
• Providing administrative and logistical support to the Account Management and Loss Control teams

Core Competencies:

• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• 1-2 years of experience in property and casualty servicing preferred
• High School Diploma or equivalent required, Bachelor’s Degree preferred

Licensing and Credentials:

• Active Property and Casualty license required (company will help candidate obtain licensure if needed)

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
• Familiarity with Monday.com project management software preferred

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham.  Please do not contact or send unsolicited potential placements to our team members.