California FAIR Plan Association

Financial Planning and Analysis

• Ensure a timely and efficient month-end close process.
• Responsible for the timely and accurate preparation of monthly, quarterly, and annual financial statements.
• Supervise daily transactions in the general ledger (i.e. approval of journal entries, general ledger maintenance), regulatory filings and all bank reconciliations.
• Supervises and develop Accounting staff. Provide direction and guidance as needed to accomplish team goals.
• Assist in implementation of automation efforts to streamline Accounting processes, including enhancements to general ledger accounting software.
• Responsible for unclaimed property due diligence, filings and remittance of monies to various States in a timely manner.
• Prepare draft audited financial statement and footnotes.
• Provide information and reconciliations for financial audits and Department of Insurance examinations.
• Respond to inquiries from member companies on financial exhibits, participation calculations, distributions, assessments and other queries.
• Responsible for annual review, counseling and termination of Accounting Staff.

Accounting Supervisor, Financial Reporting

IT Support

• Provide technical support to users on LAN/WAN and Cloud environments
• Gather and analyze relevant issue data
• Resolve reported issues and document the resolution in the incident reporting ticketing system
• Diagnose, resolve, and document hardware and software network problems
• Assist with end user training and IT related operational tasks as assigned
• Collaborate with IT team members to resolve complex issues

IT Help Desk Support I

Business Analyst

• Evaluate existing claims business processes and identify opportunities to enhance efficiency, accuracy, and customer satisfaction.
• Conduct root cause analyses to uncover operational gaps, data inconsistencies, or process bottlenecks.
• Define and document “as-is” and “to-be” workflows using process mapping and related methodologies.
• Collaborate with business stakeholders, to design improved end-to-end claims processes.
• Translate business needs into functional process requirements for automation, system enhancement, or workflow redesign.
• Support implementation of new workflows, ensuring proper change management and training.
• Develop, standardize, and maintain documentation for claims-related business processes, procedures, and performance metrics.
• Ensure that claims processes adhere to company policies, best practices, and all state/federal regulatory requirements.
• Serve as a liaison between Claims and other departments to ensure process coherence and data alignment.
• Support Single Source of Truth (SSOT) initiatives to ensure consistent data usage, definitions, and reporting across systems.
• Partner with technology teams to evaluate and enhance system capabilities (e.g., Duck Creek, OnBase, ADLS, Snowflake).
• Define and track key performance indicators (KPIs) to measure process effectiveness and turnaround times.
• Prepare and present insights, findings, and process improvement recommendations to leadership.
• Support internal and external audits with accurate process documentation and data integrity assurance.
• Lead or participate in business process reengineering (BPR) and operational efficiency initiatives.
• Promote a culture of continuous improvement through feedback loops, metrics-driven decision making, and proactive issue resolution.

Claims Business Process Analyst

Support Engineer

• Assist with the design, testing and implementation of billing processes ensuring timely and accurate customer billing.
• Perform user acceptance testing of billing functionality for system releases using pre-defined test plans and scripts to identify defects.
• Document results to track and communicate outcomes. Perform follow-up rounds of testing as needed.
• Investigate and resolve billing system discrepancies and errors.
• Collaborate and communicate with other departments to ensure billing accuracy.
• Ensure invoices accurately reflect terms and conditions agreed to by the organization and comply with Department of Insurance rules and regulations.
• Identify and recommend opportunities for improvements to billing policies and procedures.
• Prepare and present analytical reports to identify trends, inefficiencies, delinquent accounts, and other relevant metrics.
• Monitor billing invoices and forms generation cycles and alert management of failures.
• Manage ad hoc customer billing and respond to customer inquiries regarding bills.
• Provide coverage for team members as needed.
• Participate in cross-training initiatives to ensure continuity of operations and minimize disruption to essential processes.

Billing Technical Analyst I

Public Relations

• Develop and execute PR strategies that align with organizational goals and public education efforts
• Lead development of integrated communication plans across media, stakeholder, and public channels
• Draft press releases, media advisories, talking points, and executive communications
• Cultivate relationships with journalists, media outlets, and community partners
• Manage external PR agencies and consultants to ensure alignment with brand and messaging
• Monitor media coverage and manage responses to inquiries and public issues
• Support crisis communications and reputation management efforts
• Oversee media training and crisis simulation exercises for executive and spokesperson preparedness
• Collaborate with internal teams on messaging for campaigns, events, and legislative updates
• Analyze campaign performance and media coverage metrics to refine future strategies
• Advise senior leadership on reputational risks and opportunities
• Apply strong public speaking skills in professional and external-facing engagements
• Navigate California’s insurance environment and public sector communications with working knowledge and context
• Assist in preparing spokespersons for interviews and public appearances
• Represent the Association at Town Hall events and other public speaking opportunities

Public Relations Specialist

Director

• Identify technology needs and make recommendations to business decision-makers.
• Manage a team of developers and business analysts.
• Develop and mature the IT DevOps framework and automation.
• Work with other departments, such as business leaders and stakeholders, to gather requirements and translate them into functional software solutions.
• Maintain company hardware and software programs.
• Update technological equipment in the company.
• Implement company-wide technology updates and hold sessions to mentor employees on new features.
• Develop, implement, and monitor the day-to-day app development and incident management backlog to provide visibility into the goals, progress, and obstacles of key initiatives.
• Draw on relationships with department heads, external partners, and vendors to make decisions regarding delivery and strategic goals.
• Plan, monitor, and analyze key metrics for day-to-day operations to ensure timely and efficient task completion.
• Devise strategies to drive program growth enterprise-wide, and implement process improvements to maximize output and minimize costs.
• Adhere to the company’s policies and standards, and ensure compliance with laws and regulations.
• Work closely with Human Resources to lead the team with integrity and to establish and maintain a trusting, inclusive, and productive environment.

IT Director – Application Development

Accounting Manager

• Oversees calculating, posting, and verification of financial data
• Supervises accounting staff in day-to-day operations of accounting functions
• Ensures all analysis and reporting are accurate and compliant with accounting policies
• Review and approve journal entries ensuring timeliness and accuracy
• Ensure timely and efficient month-end, quarter-end, and year-end close processes
• Maintain the integrity of accounting records
• Supervise and develop Accounting staff
• Adhere to Federal and State laws and regulation

Accounting Supervisor

• Create training materials, delivery methods and development programs for employees
• Present information using various instructional techniques and formats
• Organize and develop training procedure manuals, guides and course materials
• Recommend training programs to enhance end user experience
• Monitor, measure, evaluate and record training activities and program effectiveness
• Evaluate training materials for continuous improvement
• Develop alternative training methods if expected improvements are not seen
• Monitor training costs to ensure budget is not exceeded

Finance Trainer

Accountant

• Maintain financial procedures and record financial transactions for assets, liabilities, income and expenses
• Ensure financial compliance through preparation of reports and financial statements
• Prepare, process and post journal entries timely and accurately
• Assure that financial accounts are reconciled timely and accurately
• Support timely and efficient month-end, quarter-end, and year-end close processes
• Perform account analysis to identify and explain variances
• Maintain proper documentation and filing of supporting documents, including approvals
• Assist with internal and external audit requests
• Liaise with the bank and other parties as required
• Perform backup duties within the department as required
• Adhere to Federal and State laws and regulation
• Oversee daily and monthly billing operations, including reconciliation of accounts receivable and processing of suspense/unidentified payments
• Support system development and enhancements by assisting in the design, testing, and implementation of billing processes

Staff Accountant

Customer Support

• Overseeing and assessing staff activities to achieve optimal service level objectives.
• Serving as a training resource for the department.
• Monitoring the department’s daily work and the overall quality of the CSR’s phone calls.
• Identifying performance opportunities and training needs for all staff.
• Hiring, training, and CSR development.
• Evaluating, coaching, and leading CSR’S.