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Overview
The paralegal supports the business insurance coverage team with a focus on policyholder-side casualty programs. The role involves managing insurance documentation, coordinating renewals, and assisting in claims and policy analysis. Candidates with insurance carrier experience may face a conflict of interest.
Key Responsibilities
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Serve as liaison with brokers, agents, underwriters, and carriers for policy negotiations, renewals, and claims communications.
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Track and analyze data related to claims reporting, insurance policies, and costs, maintaining accurate spreadsheets and invoices.
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Monitor and process client invoices and assist with billing accuracy.
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Review insurance policies, certificates of insurance, and related documents for accuracy and compliance with established standards.
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Coordinate and manage annual insurance policy renewals ensuring adequate coverage and cost efficiency.
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Analyze Workers’ Compensation loss runs and support documentation for liability, property, workers’ compensation, and auto claims.
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Support insurance archeology projects and maintain organized client files.
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Prepare reports and summaries for client leadership, including trend analysis and insurance portfolio updates.
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Assist with claims notice, data entry into insurance management systems, cost tracking, carrier reimbursement requests, and payment tracking.
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Participate in conference calls and assist defense counsel with payments when required.
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Review new policies and claims, update schedules, assist with audit and renewal processes, and create allocation formulas in Excel.
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Manage insurance premium invoices and track payments.
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Create monthly reporting on general liability, worker compensation, auto, and insurance reserves.
Qualifications
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Minimum 5 years’ experience in insurance, risk management, or compliance with direct broker interaction preferred.
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Bachelor’s degree required; preferred fields include Risk Management, Insurance, Business Administration, or Public Administration.
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Professional certifications (ARM, CRM, CIC, CPCU) are a plus.
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Strong proficiency in Microsoft Excel and general computer skills.
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Excellent attention to detail with ability to track and maintain spreadsheets, invoices, and data accurately.
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Deep understanding of insurance products, underwriting, and risk financing strategies.
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Strong analytical, problem-solving, communication, and organizational skills.
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High level of integrity and discretion handling confidential information.
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Proficiency in Microsoft Office (Excel, Word, Access, Outlook), Adobe, Visio, Origami, and other insurance systems.
Work Environment
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Relaxed and collaborative team culture with occasional remote work support within the region.
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Supportive leadership and a close-knit, experienced team.
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