Provide Risk and Insurance support to all assigned projects
Have a basic understanding of various insurance policy lines and the insurance industry
Risk and Insurance Specialist and Field Safety Manager team together at project level
Provide dedicated support to each Office with face time in each office
Update Project Summary Sheet for assigned projects for department capacity and workload assessment
Track RM related documents through project close out
Obtain documents/information as necessary for Insurance, Legal, and Regulatory agencies as needed
Meetings
Attend turnover meetings for assigned projects and provide prequalification status for subcontractors
Schedule Internal RM PreCon meeting within 1 week after Turnover meeting
Schedule RM 30 day Follow up meeting 30 days after Turnover Meeting (combines QA/QC kick-off and 30 Day RM Review) track in Procore
Schedule and run the monthly RM call with all assigned project teams utilizing the template agenda
Participate in Team Meetings as needed on weekly basis
Insurance
Manage subcontractor insurance for assigned projects utilizing the MyCOI platform to manage all COIs ensuring all insurance is current and compliant with agreed subcontract
Responsible for reviewing all COIs, endorsements, and policies to ensure compliance with contracts
Send out Non-Compliance Finalized and Unregistered reports to Project Teams and Director of RM monthly for review with strategy for driving compliance
Review Checklists weekly for new vendors and integration issues
Obtain and issue Dellbrook/JKS COIs to comply with Owner contract requirements
Request, track, and review Owner BR policies for compliance with the contract and communicate deficiencies to the Director of Risk Management
Facilitate SDI and BR applications with insurance broker and Project Team
Work with the project team to complete the Subcontractor Default Insurance application and track subcontractor prequalification at the project level
Develop and maintain a relationship with MyCOI to ensure successful program use. Work with the Project Teams at the Job Level to ensure compliance and work through subcontractor non-compliance issues.
Identify training needs for project teams for insurance purposes.Participating on project level Risk Management training
Work with subcontractors and their brokers to obtain blanket insurance certifications, policies, and necessary endorsements
Understand and interpret endorsements as required to ensure they comply with contract requirements
Be a resource for project teams for all insurance related needs
Claims
Work with the Field Safety Manager for all incidents that occur on assigned projects
Implement and oversee claims management process on assigned projects
Manage/track claims on assigned projects using claims spreadsheet regularly
Work with Project Management to obtain supporting information to accurately track costs and information requested from adjusters. Work with insurance carriers to ensure they receive all requested information in a timely manner.
Place subs on formal notice and track incoming notifications
Set up incident review calls for applicable incidents
Provide Monthly updates to Project Teams on status of claims
Interact with broker and subcontractors for claim related issues
Work with the Director of Risk Management to organize lawsuits as they come in/update legal calendar as needed (i.e. depositions, answers to interrogatories, discovery, etc.)
Responsible for working with the project team to gather all documents necessary in the timeframe required for all discovery requests for the assigned projects
Prequalification
Assist subs with prequalification process
Provide project level and corporate level analysis of compliance for assigned projects
Each Risk and Insurance Specialist will manage prequal at the job level.
The Risk and Insurance Specialist will provide regular updates to the Project Teams on the status of subcontractor prequal.
Qualifications
5-7 years of experience in the insurance field
Bachelor’s degree in risk related field preferred
ARM, CRIS, CPCU, or other designation preferred
Sound understanding of insurance process
Ability to interpret insurance policies, endorsements, etc.
Experience in the construction industry is preferred
Excellent communication and organizational skills to effectively communicate with all levels of the company, as well as subcontractors and Owners
Thorough working knowledge of MS Word and Excel
Willing to continually learn and stay current with the insurance industry trends
