DEFINITION
Under general administrative direction of the Director of Risk Management, to assist in planning, coordinating and supervising the operation of all functions pertaining to the Risk Management department; and does other related work as required. Plans, manages, directs, and coordinates complex insurance program administration operations carried out by the District risk management staff. Provides expertise, information, and assistance in all matters related to employee benefits, insurance claims administration, and self-insurance budgeting and accounting functions of the District.

EXAMPLE OF MAJOR DUTIES AND RESPONSIBILITIES
• Assist in managing and coordinating the Risk Management offices and evaluating staff.
• Direct the activities associated with manual and automated record-keeping; assist in the supervision of preparation and maintenance of all Insurance, Employee Benefits, Student Records Retention, and Risk Management records.
• Develop and recommend policies, procedures, and programs related to the Risk Management Department.
• Assists in development, implementation, and monitoring of department and/or safety credit budgets.
• Assists in providing Case Management for all Departmental Case Files, including but not limited to: Uniform Complaint Process (UCP), Public Records Requests, Insurance Claims, Loss Control Efforts, Legal Compliance reviews, District Policy reviews, Incident Reports, and other loss control activities.
• Serves as liaison between employees and persons involved in broker of record on all insurance matters involving Employee Benefits, Workers Compensation, Property Claims, and Liability Claims- may adjust minor property and liability claims. Submits information to broker of record or Collections agency as appropriate.
• Evaluates and compiles facts and data regarding employee benefits, accident reports, reviews medical reports, witness statements, department investigation results, and other documentation.
• Advises and/or assists departments in conducting investigation of accident reports, including interviewing of witnesses and procurement of relevant documentation.
• Reviews data to identify patterns of injury and to determine whether unsafe conditions contributed to the accident; advises departments of trends in injuries and proper safety procedures that may result in reduction of injuries.
• Provides department with information that will aid in reducing accidents and improve safety, including facilitating ergonomic evaluations as needed.
• Coordinates, and/or facilitates various training programs (such as New Hire Orientation, defensive driving, CPR, first aid, body mechanics/lifting, etc.).

EMPLOYMENT STANDARDS

KNOWLEDGE AND ABILITIES
Knowledge of:
• Workers' Compensation Act, California Education Code, and other applicable state/federal statutes and regulations.
• Medical terminology, body systems, and/or impairments and their disabling effects.
• Employee Benefits, Insurance, and Legal Terminology
• Office procedures and manual and electronic filing systems.

Ability to:
• Obtain facts that assure that claim information is complete and accurate.
• Balance casework loads and efficiently manage case filed and process claims.
• Use good judgment in interpreting medical facts presented by a physician and applying these facts in determining an individual's capacity to engage in gainful occupation.
• Read, assimilate, and recall with marked proficiency facts, figures, and descriptions, and to search for and obtain information.
• Communicate effectively.

EDUCATION AND EXPERIENCE

Education:
• Bachelor of Arts degree is required.
• Requires knowledge, skill, and mental development equivalent to the completion of four (4) years of college with courses in Risk Management, Insurance Claim Management, or Safety.
• ARM-P (Associate in Risk Management for Public Entities) professional designation OR CSRM (Certified Schools Risk Manager) Professional Designation desired.

Experience:
• Five (5) years of experience in insurance claim analysis or any equivalent combination of training and experience.
• Three years of supervisory experience in Risk Management, Insurance Claim Management, Safety or related field is preferred.
• Public school district experience is preferred.

Personal Qualities:
• Maturity, judgment, objectivity, and tact.
• The highest level of discretion.
• Personnel oriented, professional attitude.
• Pleasant and friendly disposition reflecting a sincere interest in and concern for people.

EMPLOYMENT STATUS
Classified Management Position
Schedule 214 Row 8
12 months
05/22/23

EMPLOYMENT STANDARDS

KNOWLEDGE AND ABILITIES
Knowledge of:
• Workers' Compensation Act, California Education Code, and other applicable state/federal statutes and regulations.
• Medical terminology, body systems, and/or impairments and their disabling effects.
• Employee Benefits, Insurance, and Legal Terminology
• Office procedures and manual and electronic filing systems.

Ability to:
• Obtain facts that assure that claim information is complete and accurate.
• Balance casework loads and efficiently manage case filed and process claims.
• Use good judgment in interpreting medical facts presented by a physician and applying these facts in determining an individual's capacity to engage in gainful occupation.
• Read, assimilate, and recall with marked proficiency facts, figures, and descriptions, and to search for and obtain information.
• Communicate effectively.

EDUCATION AND EXPERIENCE:
• Bachelor of Arts degree is required
• Five (5) years of experience in insurance claim analysis or any equivalent combination of training and experience.
• Three (3) years of supervisory experience in Risk Management, Insurance Claim Management, Safety or related field is preferred.
• Requires knowledge, skill, and mental development equivalent to the completion of four (4) years of college with courses in Risk Management, Insurance Claim Management, or Safety.
• ARM-P (Associate in Risk Management for Public Entities) professional designation OR CSRM (Certified Schools Risk Manager) Professional Designation desired.
• Public school district experience is preferred.