Puppy Dreams

Administration

• Receive, review and accurately open new client claims in the system ensuring policy declaration pages reconcile with data once verified claim was intended for IPG handling
• Accurately enter claims and financial data in various client databases and reconcile with our internal claims system
• Prepare financial and data reports as required
• Create client loss runs and liaise with clients to clarify and confirm needs
• Ensure policy declarations are accurate and interact with clients as required to obtain appropriate setup documents
• Troubleshoot data conflicts directly with clients and examiners
• Ensure claims are opened in a timely manner and in conformity with client data standards by researching and understanding the nuances of loss report details
• Other duties as assigned such as processing incoming and outgoing mail (regular and courier), financial recording of recovery cheques received, answering telephones, general services required to assist smooth operation of the office

Claims Administrator

Business Development Rep

• Centralized focus on overall client relationship management, profitable net new client growth, customer retention by executing consistent and effective client contact
• Delivery of strategic plan and objectives to achieve profitability
• Delivery of revenue targets, new business and organic growth for ClaimsPro
• Participation, development, and execution of Corporate (Private and Public Sector), Client results and new business opportunities
• Participation, development and implementation of strategic sales initiatives for Corporate (Private and Public Sector) Canada, Risk Manager and Broker communities
• Manage growth initiatives, and drive innovation in account development, pricing approaches and market alternatives
• Relationship management and organic expansion, consistently broadening customer base and services provided for Client partners
• Maintain competitive market intelligence to leverage opportunities in the marketplace.
• Partner with ClaimsPro BD team and BULs to ensure support and adherence to consistent branding, approach and messaging.
• Develop and achieve annual sales forecasts, budgets, and business plans
• Responsible for key account management, and expansion of organic growth opportunities
• Accountability for all sales initiatives relating to the service of client claims, overall strategic direction, price and process improvement of accounts via Monday.com

Director, Business Development

Claims Specialist

• Act as an examiner for a class leading Lloyds account
• Provide prompt, fair, quality claims service to clients
• Manage Municipal Claims consisting of professional liability, Bodily Injury, E&O claims and coverage review of complex liability claims
• Responsible for detailed thorough coverage analysis of the Policy response to allegations presented
• Responsible for desk top handling of claims, and settlement of claims directly with claimants or their representatives
• Administer claims payments/settlements through trust accounts
• Liaise with all stakeholders to insure client's needs are met

Senior Municipal Claims Examiner – Full Time

• Prompt contact and follow up with policy holders and claimants.
• Investigate the cause and report to clients with solid recommendations.
• Using supplied technology (e.g., Docusketch.), scope and establish quantum of damages.
• Identify exposures, recommend reserves, recommend investigation required for exposure, prepare action plans, and negotiate fair and satisfactory settlements.
• Throughout the claims process, provide high level of customer service to clients and the insured.
• Participate and share ownership and responsibility for afterhours customer service requirements when required.
• Perform duties assigned to him/her in compliance with established work standards, policies and procedures.

Bilingual Multi-Line Claims Adjuster

• Actively adjusts claims while ensuring business development opportunities are maximized.
• Prompt contact and follow up with policy holders and claimants.
• Investigate the cause and report to clients with solid recommendations.
• Using supplied technology (e.g., Docusketch.), scope and establish quantum of damages.
• Identify exposures, recommend reserves, recommend investigation required for exposure, prepare action plans, and negotiate fair and satisfactory settlements.
• Provide high level of customer service to clients and the insured throughout the claims process.
• Participate and share ownership and responsibility for afterhours customer service requirements when required.
• Perform duties assigned in compliance with established work standards, policies and procedures.

Field Claims Adjuster

Compliance

• Maintain accurate records of adjuster licenses and corporate licenses across all jurisdictions.
• Track renewal dates and ensure timely submission of applications and fees.
• Coordinate with HR and management for onboarding and offboarding licensing requirements.
• Ensure all licensing and examination processes address examination registrations, applications for first applications, reapplications, and amendments of licenses; standard corporate/partnership amalgamations and purchases reviews; requests for termination (cancellation) of licenses, and changes in authorizations to represent per legislations, Council rules, and other applicable regulations.
• Ensure company policies align with licensing laws and regulatory standards.
• Act as the primary liaison with provincial insurance councils and regulatory authorities.
• Maintains an understanding of and remains current on Council rules, licensing operations and practices, legislation, regulatory trends, and their implications.
• Prepare compliance reports for internal audits and regulatory reviews.
• Identify and address gaps in licensing compliance processes.
• Contributes to departmental frameworks and audits to ensure that licensing processes are compliant and accurate.
• Leads the mapping of licensing pathways and addresses implications of organizational changes across the different application streams.
• Manages all licensing trends and forecast discussions and regularly reviews all licence application pathways to identify improvement areas.
• Manages the development and implementation competency frameworks and the creation of program manual for education providers.
• Executes department changes while communicating the implications of such changes to different stakeholders.
• Participates in developing presentations and documents for new and returning applicants and other stakeholders on licence matters.
• Builds and maintains relationships with peers, other regulators, and agencies.
• Monitors and addresses concerns raised by licensing teams.
• Performs other duties as identified.
• Assess compliance risks and recommend/develop mitigation strategies.
• Implement corrective actions for non-compliance issues.

Licensing Compliance Specialist

• Initiate the investigation of new claims
• Make coverage decisions based on the Named Peril Policies
• Evaluate settlements of personal property damage as appropriate
• Establish contact with the insured and storage facility within established protocol
• Recognize coverage issues and bring them to the attention of the supervisor
• Develop basic understanding of all entities under this program and their corresponding certificates and policies
• Recognize state specific laws and claims regulations throughout the United States to ensure proper compliance in claims investigation including sending and securing proper documentation
• Respond to time sensitive material including but not limited to department of insurance complaints
• Manage a diary system to systematically review and resolve claims within the specified state and client compliance guidelines
• Maintain state license by completing continuing education coursework and/or work towards a claims designation

Claims Representative

Billing Specialist

• Daily review, correction and/or rejection of centrally billed invoices;
• Advise SCM staff on the necessary corrections to make them compliant to guidelines, with instructions to resubmit when completed.
• Educate adjusters about task entries, WIP, formulas, rates and any specifics for their particular client.
• Ensure complete transfer of notes in task lines, case information & required attachments & if these items did not transfer, to manually enter same.
• Creation of compliant invoices.
• Submission of invoices to Allegient and qualify assessment and/or additions to invoices once on the Allegient website.
• Create and submit bulk billings to client.
• Assist Centralized Manager and Collection Administrator in gathering information & preparation of spread sheets.
• Reversal and rebillings as requested.
• Assistance to SCM staff as requested in areas of billings, Allegient submissions or other requests.
• Ensure Schedule B documents are attached to Zurich files and that directives on Schedule B have been performed by adjuster.
• Other duties as required.

Billing Administrator

• Examine moderate to intermediate complex property claims
• Produce reports with occasional guidance from Manager
• Direct Field Adjusters on task assignment investigations
• Settle claims directly with Insureds or their representatives
• Administer claims payments/settlements through trust accounts
• Liaise with all stakeholders to insure clients' needs are met
• Report back to the syndicate or self-insured according to their guidelines

Property Claims Examiner

Claims Adjuster, Field or Desktop Claims

Bilingual

• Review call report and ensure call has terminated properly, then forward accurate and complete call reports as required.
• Provide personalized customer service of the highest level
• Arrange for the dispatch of adjusters or vendor partners when required
• Field and answer branch inquiries and administer to appropriate area
• Maintain database of service lapses reference for root cause, report trends and make recommendations to management
• Review claim information to determine proper next steps for processing against client guidelines/service agreements

Bilingual Claims Service Representative

Operations

• Manage and complete Client Information work orders
• Code creation and administration (ex. client, bordereaux, broker, and care of codes)
• Guideline creation and administration
• Administration of the Policy Library
• Client access administration
• Template creation and maintenance
• Project based support
• Dedicated resource to national operations initiatives
• Client code reconciliation for acquisition
• General support on acquisition integration projects
• General duties as required

Operations Coordinator

Insurance

• Investigate all types of personal and commercial insurance claims
• Assess damages and negotiate claim settlements on behalf of insurance companies or self-insured entities
• Obtain statements from policyholders and/or witnesses/third parties by interviewing them with tact and diligence
• Investigate the facts and circumstances to determine the cause and liability of the loss
• Negotiate a fair and satisfactory settlement for all parties involved
• Support business development by meeting regularly with existing clients
• Perform assigned duties in accordance with established work standards, policies, and procedures

Claims Adjuster – Road, Hybrid, Full-time

• Investigate all types of claims in personal lines and commercial insurance
• Assess damages and negotiate claim settlements on behalf of insurance companies or self-insured parties