Trean Insurance Group

Claims Specialist

• The Claims Adjuster is responsible for managing workers compensation claims
• Ensure ongoing adjudication of claims within company standards
• Comply with statutory and regulatory requirements
• Ensure timely claim determinations and payments
• Manage legal aspects of the claim and direct attorneys as needed
• Coordinate assignments with claims assistants

Claims Adjuster

Assistant

• The Premium Audit Assistant plays a critical role in supporting the Workers’ Compensation Premium Audit Department by coordinating audit requests, managing insured communications, reviewing submitted audit documentation, maintaining audit records, and ensuring audit files are prepared for auditors in a timely and accurate manner.
• Audit Coordination: Distribute audit request packets to insureds and agents.
• Manage audit timelines and follow-up schedules to support timely completion of audit requests.
• Conduct second and final audit requests when initial responses are not received.
• Monitor outstanding audit requests and coordinate escalation of non-responsive accounts.
• Maintain accurate follow-up dates and task reminders within audit management systems.
• Email and Communication Management: Monitor and manage department audit inboxes throughout the day.
• Respond professionally to insureds, agents, payroll providers, PEOs, and internal stakeholders.
• Route inquiries to appropriate departments such as Accounting, Underwriting, or Audit Management.
• Answer the Audit Department phone line professionally and direct calls to the appropriate team member or department.
• Place calls to insureds when required to request audit documentation, clarify information, or assist with audit-related questions.
• Document all inbound and outbound communications within audit management systems.
• Maintain organized electronic records and correspondence.
• Records Review and Collection: Review payroll documentation, tax records, subcontractor information, and operational descriptions submitted for audit purposes.
• Identify missing, incomplete, or inconsistent audit documentation.
• Communicate documentation deficiencies and request additional information from insureds.
• Track records received and maintain detailed audit status notes.
• Prepare audit files for assignment to auditors once required documentation is received.
• Audit Documentation and Data Entry: Create and maintain detailed progress notes documenting audit activity.
• Upload, organize, and classify audit documents within company systems.
• Verify policy information, locations, class codes, FEIN data, and supporting documentation.
• Maintain accurate records to ensure audit readiness and compliance with departmental procedures.
• Assist with status updates and workflow management across multiple systems.
• Workflow and Productivity Management: Prioritize older and time-sensitive audits to support departmental production goals.
• Manage assigned workloads while ensuring quality and timeliness standards are met.
• Follow established procedures for audit follow-ups, due dates, extensions, and non-productive audit processing.
• Collaborate with auditors, management, and team members to ensure efficient audit completion.

Premium Audit Assistant

Supervisor

• Work directly with regional Claims Managers to supervise employees in the assigned claims office.
• Assist with recruiting, hiring and management of required staff.
• Supervise, evaluate, train, discipline and support staff.
• Ensure that supervised staff follows policies and procedures to ensure company compliance with regulatory standards, company policies and procedures, and best practices.
• Assist the manager in the day to day operations of the assigned office.
• Monitor the production and measure the performance of claims staff for full compliance with procedure manual and adopted best practices.
• Assign new claims and when necessary transfer existing claims to appropriate adjusters based on expertise of adjuster.
• Assist claims manager with training in claims related topics.
• Address claims related concerns and issues directly with the claims manager.
• Complete regular claim reviews for each assigned employee and address any concerns that may be identified, including but not limited to: timely determinations, accurate calculations of wages and benefits, statutory and regulatory compliance, reserve adequacy, subrogation, claim investigations, surveillance, litigation management, subsequent injury fund, reinsurance/excess insurance reporting and assist adjusters in addressing all topics.
• Assist in the development and implementation of work performance standards for claims adjusters.
• Ensure claims adjusters are responding to telephone calls, e-mails and correspondence timely and effectively.
• Complete annual performance evaluations of each assigned adjuster in accord with adopted procedures and best practices.
• Work directly with clients, brokers, agents, and employers in the explanation of claims related services for policy holders.
• When required, work directly with state regulators to address claims questions, complaints, and audits to ensure full compliance with applicable laws, regulations and directives from the regulator(s).
• Timely address concerns with injured workers, medical providers and employers.
• Other related assignments as assigned.

Workers' Compensation Claims Supervisor

• Managing complex workers compensation claims
• Assisting in determining benefits due the injured worker
• Ensure ongoing adjudication of claims within company standards and industry best practices
• Complying with all statutory and regulatory requirements for workers compensation benefits administration
• Ensure timely completion of claim determinations and payments
• Initial contact with employer, injured worker, and medical provider within 24 hours of claim receipt
• Documenting wage information in Claims System
• Managing legal aspects of the claim and appropriately assigning attorneys
• Establishing a Plan of Action (POA) on each claim and updating monthly

Senior Claims Adjuster

• Responsible for managing complex workers compensation claims
• Ensure timely adjudication of claims within company standards and regulatory requirements
• Contact with employers, injured workers, and medical providers within designated timelines
• Documentation of claims and wage information
• Timely completion of claims determinations and payments
• Manage legal aspects of claims and assign attorneys
• Supervise claims assistants and coordinate assignments
• Monitor claims for reporting requirements

Indemnity Claims Adjuster

Business Intelligence Analyst

• Independently managing and executing the filing and reporting of insurance data
• Collaborate with Finance, Underwriting, IT, and other departments
• Maintain and manage regulatory stat reporting schedules
• Develop new validations for new requirements and enhance existing controls

Statistical Reporting Analyst

Accountant

• Processes general ledger transactions and batches by gathering financial data and using appropriate systems
• Handles daily accounting tasks such as deposits, invoice entry, billing and collections, prepaid and deferred items, or fixed assets
• Maintains Accounting Archive for internal and external audit support and meeting SOX requirements
• Communicates with customers or vendors on accounting issues
• Prepares basic account and/or bank reconciliations to maintain proper up-to-date supported account balances
• Completes and reports on monthly close checklist items within required timeline to support financial statements
• Utilizes standard reporting tools as well as validates new reporting tools as needed
• Collaborates with other accounting team members and the broader accounting team on project goals
• Assists with the annual audit requests and PBC item preparation
• Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, participating in professional societies
• Performs other activities, duties and assignments as needed or requested

Staff Accountant I

Associate

• Enters new applications and completes underwriting analysis.
• Quotes and binds accounts in accordance with their Letter of authority.
• Enters Monthly self-audit reports.
• Handles cancellations & reinstatements.
• Handles inquiries and requests from both agents and policyholders.
• Issues policy endorsements as needed.
• Performs other duties and projects as assigned.

Associate Underwriter

Underwriter

• Manage submission intake and track new business using Excel and Excel Online
• Review and clear new business submissions
• Enter submission data into the Policy Administration System to process rating worksheets
• Communicate with agents to obtain required or missing information
• Complete initial data entry on the Risk Analysis Worksheet (RAW)
• Assign submissions to appropriate underwriters with attention to detail
• Email policies and welcome kits to agents and policyholders
• Process loss run and experience modification worksheet requests
• Assist with preparation of renewal quotes
• Bind and issue policies in the Policy Administration System
• Process endorsements, including cancellations and reinstatements
• Deliver proposals and quotes within established timeframes
• Respond to internal compliance inquiries and external requests from agents, brokers, and policyholders
• Participate in training, workshops, and conventions to stay current on workers’ compensation rules, regulations, and underwriting practices
• Use resources such as IRMI and the NCCI website to enhance underwriting knowledge
• Perform additional tasks and special projects as assigned

Underwriting Assistant

• Processes reinsurance accounting functions for assigned accounts including premium and claims reports
• Provides back up coverage for reinsurance accounting functions on assigned accounts and as needed
• Understands reinsurance contract terms and verifies premiums and claims are transacted accordingly
• Identifies key contract terms and input into the accounting and claims system. Identifies and resolves differences
• Monitors contractual reporting and payment due dates and requests premiums and reporting from clients to ensure timely receipt
• Reviews client accounts and adjustment calculations for accuracy and compliance with contract terms
• Enters and approves premium and claims transactions in Accounting/Claims system
• Assists insurance companies with all aspects of reinsurance transactions including preparing reports, performing required calculations, answering questions regarding contract terms and assisting clients with calculation of their Schedule F funding requirements and obtain Letters of Credit from reinsurers, ensuring that all beneficiary requirements are met and documents are received prior to deadlines
• Monitors and reconcile ledger balances
• Compiles and monitors premium and claim history
• Coordinates payments between insurance companies and reinsurers
• Reviews receivable and payable reports to ensure no out of pocket situations arise
• Receives initial loss notices, loss status updates and proofs of loss from clients and forward to applicable reinsurers
• Reviews and analyzes claim documentation, confirming coverage under treaty; Identifies key treaty terms such as retention & limit, LAE treatment, loss reporting requirements, loss attachment basis, etc.
• Reviews and prepares loss calculations to ensure accuracy and compliance with terms of treaty
• Assists in claim dispute resolution and facilitates recoveries
• Assists in claim audits, as needed, in obtaining the information necessary for audit
• Reviews open claim status reporting to ensure claims are being settled within terms of treaty
• Assists in collecting aged balances and processing open cash receipts
• Communicates effectively with internal sales staff and corporate on any unusual accounting or claims situations
• Performs other activities, duties and assignments as needed or requested