RISK GENERALIST

Job Description

Job Description

Help Protect What Matters — People, Property & Community

Are you an organized, detail-oriented professional with experience in risk assessment, general liability insurance, or Workers’ Compensation? Join our team as a Risk Management Generalist and put your skills to work in a role that combines risk management, insurance claim reporting, and customer service.

Working closely with the Risk Manager, you’ll support employees, residents, vendors, and internal departments while helping keep critical risk and safety processes running smoothly.

What You’ll Do

• Support Workers’ Compensation, property, auto, and liability claims.
• Receive, log, and assist with incident and employee injury reports.
• Review property damage incidents and create invoices and assist with collections.
• Manage vendor Certificates of Insurance (COIs) and maintain insurance records.
• Assist with post-accident investigations and property loss inquiries.
• Track claims and incident data and assist with trend analysis.
• Support monthly Safety Committee meetings, agendas, packets, and minutes.
• Prepare reports, assist with budget data collection, and maintain records.
• Work with employees, vendors, insurers, brokers, and other departments.
• Assist with emergency or crisis recovery activities when needed.

Competitive Benefits as a full-time employee of the District:

• Medical Insurance (fully paid for employee single coverage)
• Voluntary health benefits, including Dental and Vision Insurance
• 401(a) Retirement Plan, with District contributions
• 457(b) Retirement Plan, permitting employee pre-tax deferrals
• Flexible Spending programs for Medical and Dependent Care
• Employee Assistance Program
• Paid Time Off
• Tuition Reimbursement
• Public Service Loan Forgiveness Eligible
• Tier 2 qualifying organization for The Villages Charter School

JOB SUMMARY

Advanced and specialized work providing support to the Risk Manager. Responsible for data entry, vendor COI’s and gate damages. Assists Risk Manager with Workers’ Compensation intake. The position is also responsible for assisting with daily risk inquiries and assistance to employees, residents and vendors. Serves on the Safety Committee and assists with communications to promote safety throughout the District. This position requires good judgment, excellent communication and organizational skills, and discretion. Works closely with departments internal, and external, to VCCDD, insurers, brokers, and employees. Professional appearance and communication skills are essential. 

ESSENTIAL DUTIES AND RESPONSIBILITIES (Includes, but not limited to)

General

· Reviews gate damage incidents, enters data, prepares invoices and answers general public inquiries.

· Receives, logs and assists with incident reporting processes as information is received.

· Maintains vendor insurance software and notifies vendors and District departments of status changes.

· Assists employees and vendors with general reporting policies and procedures.

• Assists with data collection in preparation of annual budget. 
• Produces reports as requested, and within designated timeframes and format requested (document, spreadsheet, etc. 
• Assists with incident reporting, budget data collection, and report preparation.
• Assists with coordination of post-accident investigations and property loss inquiries. 
• Assists with tracking data and provides analysis of incident trends.

Safety Committee

· Assists safety committee by distributing agendas prior to meetings and sending finalized minutes after meetings within designated timeframe. 

· Prepares packets for monthly safety meetings and minutes for the meetings. 

· Compiles and maintains minutes from individual VCCDD departments in one centralized location. 

Administrative

• Coordinates Certificate of Insurance (COI) renewal notifications and insurance requirements with the Purchasing Department and District vendors.
• Maintains the CTrax database (COI database) vendor insurance information is current and available for the other departments to reference.
• Views video files in Z drive and coordinates law enforcement viewing for information exchange to the District.
• Manages and coordinates, with the Finance department, new customer creation in BS&A for the purpose of invoicing and collecting the cost of damages to district property.

· Receives, logs and conducts cursory review and investigation of employee injury reports, and the related paperwork for such incident reports. 

· Files Workers’ Compensation, auto damage, property damage and liability claims with the insurance carriers. 

· Monitors motor vehicle reports and notifies departments of employee driving violations, suspensions and other driving infractions per District policy.

· Monitors all claims and to ensure timely progress and accuracy.

Additional  

• Performs other duties as assigned.
• In case of emergency or crisis (hurricane, flood, etc.) position is required to respond/perform recovery duties as assigned by immediate supervisor.

ESSENTIAL EXPECTATIONS OF PERFORMANCE AND BEHAVIOR (Includes, but not limited to) 

• Cultivates and maintains effective working relations within the department, the District, as well as outside of the organization.
• Models behavior to the District Core Values at all times.
• Fosters a teamwork environment. 

MINIMUM EDUCATION AND EXPERIENCE

· HS diploma or GED; Associates degree in Business Administration, Finance or other related concentration preferred. 

· Minimum of two (2) years’ experience in workers’ compensation and property/casualty insurance/claims administration.

· A comparable amount of training, education or experience may be substituted for the above minimum qualifications.

MINIMUM CERTIFICATES, LICENSES, REGISTRATIONS

· Insurance Adjustor Certification preferred. 

· Valid Florida Driver’s License and a driving record acceptable to insurance provider.

• All candidates and employees must successfully pass background screening. 

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES 

Knowledge  

• Knowledge and ability to understand insurance policies. 
• Ability to read and comprehend Certificate of Insurance documents to verify vendor requirements are being met.
• Exhibit working knowledge of Workers’ Compensation.

Skills 

• Proven intermediate or better ability in personal computer skills including electronic mail, recordkeeping, data base activity, word processing, excel spreadsheets, graphics, etc.; Ability to access, input, and retrieves information from a computer using Microsoft Word and Excel.
• Ability to successfully work with insurance representatives and people within the organization.

· Ability to accurately calculate figures and amounts such as amounts, discounts, interest, proportions, percentages.

Abilities

· Ability to successfully read, analyze and interpret general business periodicals, professional journals, technical procedures, or government regulations.

· Flexibility in work hours as some after hours, including weekends scheduling, may be required to meet deadlines and attend meetings.

· Professional appearance and demeanor.

· Strong work ethic and commitment to providing optimal customer service.

• Ability to utilize and gather a wide variety of reference, descriptive, and/or advisory data and information.
• Ability to be instructed.
• Ability to successfully interpret instructions furnished in written, oral, diagrammatic, or schedule form to produce required information.
• Ability to successfully review, and accurately classify, categorize, prioritize, and/or analyze data and/or information.
• Ability to exercise independent judgment to adopt or modify methods and standards to meet variations in assigned objectives.
• Ability to exercise the judgment, decisiveness and creativity required in situations involving evaluation of information against measurable or verifiable criteria.

· Well organized and able to successfully multi-task, and work under pressure in a fast-paced environment to meet multiple demanding deadlines. 

EQUIPMENT

Position regularly requires the use of office equipment, including but not limited to telephones, personal computers and productivity software, copier, printers, scanners, and fax machine.

WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS 

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job the employee will be exposed to the following:

· The employee is exposed to an interior office environment, with moderate change in temperature. The work environment is inside an air-conditioned building. 

· The noise level in the work environment is usually moderate.

· There are frequent interruptions from the staff and the public for information or assistance.

· May have occasion to go outside for inspections and site reviews for brief periods.

Physical Requirements

The physical requirements described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the following applies:

· Frequently required to sit for long periods of time, work on computer, stand, bend, talk, and hear, required to walk, use hands, reach, and handle or feel objects or controls. 

· Occasionally required to lift and or move up to 25 pounds. 

· Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.