Risk & Claims Coordinator

About the Role

Join Leavitt United Insurance Services and work with a team dedicated to protecting what matters most. As a Risk & Claims Coordinator, you’ll support the Risk & Claims Department (RAC) by managing claim submissions, maintaining accurate records, and ensuring smooth operations. You’ll serve as the organizational backbone, ensuring efficient claim processing, client support, and project tracking.

Responsibilities

• Enter new property and casualty claims into AMS 360, submit First Notice of Loss (FNOL) to carriers, and track claim progress from start to finish.
• Communicate with clients by sending claim acknowledgements, sharing updates, and ensuring they are informed throughout the process.
• Follow up with carriers to obtain claim numbers, adjuster details, and ongoing status updates.
• Assist with scheduling on-site visits, coordinating stewardship reports, and maintaining RAC documentation.
• Maintain organized client folders, calendars, and department systems.
• Help prepare PowerPoint decks, moderate webinars, and support RAC reporting and newsletter efforts.
• Support special projects such as binder updates, claim reviews, and data gathering for pre-unit stat reviews.
• Perform other duties as assigned, with occasional travel required.

Requirements

• High school diploma or equivalent required.
• At least 1 year of agency experience or similar administrative experience preferred.
• Active CA Property/Casualty license required (or ability to obtain within 90 days of hire).
• Commitment to ongoing learning and professional growth through industry training and continuing education (CE) requirements.
• Valid Driver’s License with an acceptable driving record.

Skills

• Strong communication skills for interacting with clients, carriers, and teammates.
• Detail-oriented and organized, with a focus on maintaining accurate systems and records.
• Proficient with basic computer programs (Word, Excel; AMS 360 experience a plus).
• Comfortable working independently and managing multiple priorities.
• Able to perform basic math for rates, ratios, and percentages.

Benefits

• 401k and wellness program that allows you to earn dollars toward your HSA account.
• Vision, dental, HSA/FSA, and life insurance.
• Paid time off (vacation & sick time).

Work Environment

This is an in-office role based in either Elk Grove or Santa Rosa. The position involves typical office activities such as sitting, typing, and using a computer. Some lifting (up to 25 lbs) and occasional travel may be required. Reasonable accommodations are provided for individuals with disabilities.