Insurance Coordinator

San Diego, CA

The Insurance Coordinator is responsible for all insurance binding, tracking, and management. This role will focus on identifying new policies as they need to be bound as well as collaborating with the executive team to compile all the necessary details, including lease agreements, to ensure the policy (limits, excess, etc.) is accurate. This role requires a high level of attention to detail and the ability to work with outside vendors and brokers to ensure policies are approved and bound within the timeframe necessary. This person will manage all insurance policies for multiple locations and be responsible for monitoring current policies as well as renewals.

RESPONSIBILITIES:

Rate new business and renewals with multiple insurance carriers.
Complete applications and questionnaires for new policies and carriers.
Maintain and update insurance policies in the company’s portfolio as needed.
Support insurance policy holders by responding to inquiries regarding policy changes, claim submissions, and billing clarification.
Handle service requests, process necessary paperwork, and answer all incoming insurance calls.
File and manage insurance claims for vehicle accidents, break-ins, damage, litigation, etc.
Set up and maintain electronic files on new and existing insurance policies.
Bind new policies (general liability/commercial package, product liability, worker's comp, commercial auto) according to company standards, state/federal law, and lease specifications.
Manage audits (at the end of policy term) and inspections (at the beginning of a policy term) which may include- payroll reporting for worker's comp policies (some are monthly, some are yearly), walk-throughs with insurance inspectors for general liability/commercial package policies, procuring updated product lists for product liability policies, and updating driver fleet information for commercial auto policies.
Handle risk management and claims management.
Closely track expiration and renewal dates for policies and work with Finance team to ensure payments are being made properly.
Work on vehicle insurance policies and forms with CHP, DMV, and DOT for regulatory compliance.
Work with People Ops on pulling and managing MVRs for company drivers.
Assist Finance and Legal teams with tasks related to insurance policies, business compliance, documentation with government agencies, etc.
Help maintain master spreadsheets of important corporate dates relating to expiration dates and important renewals.
Maintain filing system for insurance documents.
Enter invoices and coordinate with Finance as needed for timely insurance payments.
Collect and manage COIs for vendors.
Other duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES:

Highly skilled with Microsoft Office 365 (Word, Excel, Outlook and PowerPoint).
Excellent interpersonal, written and verbal communication skills with the ability to communicate clearly to a diverse group of people.
Outlook expert; ability to proactively organize and efficiently schedule meetings.
Able to work independently.
Ability to meet deadlines and finish assignments to completion.
Work with internal departments to resolve/escalate any potential issues to conclusion.

COMPUTER AND/OR TECHNICAL SKILLS:

Demonstrated high-level of abilities on various computer programs and fluency in using standard office software and packages such as MS Office: Access, Excel, Word, PowerPoint and Outlook. Fluent with MS Office 2007 Suite and Windows XP.

LICENSE, CERTIFICATES OR REGISTRATIONS:

Valid California Drivers’ License
Risk management and Insurance education preferred

WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS:

Physical Requirements:
Sit/work at a desk for extended periods of time. Physically move throughout facility, including climbing multiple flights of stairs, ladders, and tight access areas.
Ability to work in a stressful, fast-paced environment.
Travel up to 25% of the time

PAY:

$64480 - $68000 / year
Medical, dental, vision
401k
PTO
Employee discount program

Equal Employment Opportunity Policy

Urbn Leaf and Harborside provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, citizenship status, color, religion, age, sex (including pregnancy), national origin, disability status, family medical history or genetic information, military or veteran status, marital status, parental status, political affiliation, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Urbn Leaf and Harborside comply with federal and state disability laws and may make reasonable accommodations for applicants and employees with disabilities as required by applicable law. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Talent Acquisition at careers@urbnleaf.com.