What are the responsibilities and job description for the Risk Management Technician (UC) position at City of Santa Ana, CA?

Salary : $68,460.00 - $87,408.00 Annually

Location : Santa Ana, CA

Job Type : Full-time

Job Number : 2025-00211 (AM)

Department : Human Resources

Opening Date : 01 / 28 / 2025

Closing Date : 2 / 11 / 2025 11 : 59 PM Pacific

Bargaining Unit : CASA

Description

The City of Santa Ana is looking for individuals who are results-oriented, possess great attitude, demonstrate creativity and innovation, work efficiently, show a record of success and have a passion for public service. Having highly talented employees provides the best service to our community.

Provides technical and administrative support to the City's risk management division, including reviewing certificates of insurance for compliance, assisting in the investigation of general liability claims, assisting with processing workers' compensation claims, providing administrative support with subrogation claims, and performing other risk management related duties.

Essential Functions Include But Are Not Limited To

Provides administrative support for Risk Management Division programs and staff.
Assists in processing and approving certificates of insurance (COI) for City agreements and contracts in compliance with City insurance requirements.
Reviews special event permits; reviews insurance requirements; and communicates with event holders regarding COI requirements.
Assists with the administration of the City's ergonomic program, and procures equipment per ergonomic assessments, as needed.
Reserves and prepares venues for safety training; tracks training enrollment; and maintains training records.
Receives, researches, and responds to division inquiries from the public, City employees, and other parties via telephone, email, and other communication mediums regarding division programs and processes, and interpretation and application of policies, procedures, and regulations.
Transmits requested and required documents to and from third party administrators (TPAs) regarding general liability and workers' compensation claims, including data, reports, and correspondence.
Processes requisitions, purchase orders, invoices, direct payment vouchers (DPVs), and expense reports, and uses appropriate account assignments for budgeting purposes.
Deposits subrogation payments received, and compiles periodic reports.
Assists in gathering documents and responding to division Public Records Act requests and subpoenas; provides documents to appropriate parties.
Maintains data for several databases and programs, and provides support in the development, maintenance, and updating of division specific procedures, manuals, and documents.
Provides administrative support in preparing division documentation in compliance with state and federal laws and regulations.
Assists in the planning of, participates in, conducts, and evaluates special projects and studies.
Assists in maintaining division internet and intranet webpages.
May assist with loss control activities and processes.
May assist in safety program activities, including the coordination and preparation of safety committee meetings.
Performs other duties as assigned.

Minimum Qualifications

Minimum qualifications may be met via an equivalent combination of experience and education sufficient to perform the essential job functions. Experience and education must provide the listed knowledge, skills, and abilities.

EXPERIENCE AND EDUCATION

Experience : Equivalent to the completion of high school, supplemented by college level coursework in business administration, business management, public administration, or a directly related field.

Education : Two (2) years of increasingly responsible clerical and administrative support experience, at least one (1) year of which must have been in risk management.

Special Requirements : May require the possession and retention of an appropriate and valid driver's license or ability to use alternative forms of transportation that would reasonably meet the needs of the position.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of :

Principles, practices, and methods of risk management administration.

Pertinent federal, state, and local public sector risk management administration laws, codes, and regulations.

Principles and practices of public administration.

Public sector insurance requirements.

Workplace ergonomics.

Employee safety programs.

Insurance terminology.

Basic safety practices and procedures.

Business English, spelling, grammar, and punctuation.

Basic mathematical calculations, statistics, and statistical methods.

Research methods and techniques.

Report preparation.

Record management practices and procedures.

Effective customer service techniques.

Modern office procedures, methods, and equipment.

Applications related to work.

Skill in :

The use of a personal computer and business software applications, such as Microsoft Word, Access, and Excel, and risk management software.

The operation of calculators and other modern office equipment.

Dealing effectively with employees and the public with tact and discretion.

Ability to :

Assist in the administration of various risk management programs.

Process, file, and maintain claim information.

Understand, interpret, and apply Citywide and departmental codes, policies, and procedures, and applicable federal, state, and local policies, laws, and regulations.

Maintain confidentiality of private or sensitive information.

Collect and compile related data.

Plan and organize work to meet changing priorities and deadlines.

Use sound judgement and develop creative recommendations.

Maintain appropriate, accurate, and effective recordkeeping.

Perform complex arithmetic and basic statistical calculations accurately.

Operate office equipment, including computer equipment and office software applications.

Communicate tactfully, clearly, and concisely, both orally and in writing.

Establish and maintain effective working relationships with department management, City employees, attorneys, insurance companies, the public, and those contacted in the scope of work.

SUPERVISION RECEIVED AND EXERCISED

Receives general supervision from the Risk Manager or other division management staff.

This is a non-supervisory classification.

Selection Process

Selection Process :

All applicants are required to complete and submit a City application form online and answer the supplemental questionnaire. Resumes or faxed copies will not be accepted in lieu of the City online application. To apply, click on the "Apply" link located at the top of this page. New users must create an account first. Click on this link for instructions on how to set up your account and apply for the first time :

Applications will be reviewed by the Human Resources Department. Those applicants possessing the most pertinent qualifications will be invited to continue in the selection process, which will include :

O ral Interview Examination (Tentatively scheduled for February 20 , 2025) : (Weight of 100%) will evaluate the candidates' experience, training, education, and abilities in relation to those factors which are essential for successful performance on the job. Candidates need a minimum passing score in order to be placed on the eligible list.

Candidates need a minimum passing score in order to be placed on the eligible list. Candidates must achieve a passing score in every component of the selection process in order to be placed on the eligible list. The Human Resources Department may waive one or more examination components. When one weighted examination component is waived, the remaining section will receive a weight of 100%.

The City of Santa Ana is an equal opportunity employer. If you consider yourself a person with a disability, you may contact us regarding providing reasonable accommodation

Please visit the following website to view the summary of comprehensive benefits!

under CASA)

NOTE : A more complete set of specifications for this classification may be found on the City's website or on file in the Human Resources Department. The provisions of this bulletin do not constitute an expressed or implied contract. Any provision contained in this bulletin may be modified or revoked without notice. The types and levels of employee benefits provided, including City contribution toward benefit costs, are subject to change as a result of periodic contract settlements between recognized employee associations and the City of Santa Ana.

What is the highest level of education that you have completed?

Did not graduate high school / did not obtain GED

Graduated high school / obtained GED

Completed some college-level coursework or obtained Associate degree

Obtained Bachelor's degree

Obtained Graduate degree

If you indicated in the previous question that you received a college degree, please indicate the field of study. If you did not receive a degree type "N / A".

How many years of progressively responsible clerical and administrative support experience do you possess?

None

Less than 1 year

At least 1 year, less than 2 years

At least 2 years, less than 4 years

At least 4 years, less than 6 years

At least 6 years or more

Of your increasingly responsible clerical and administrative support experience, how many year(s) was in risk management?

No Experience to less than 1 year

1 year to less than 2 years

2 years to less than 3 years

3 years to less than 4 years

4 or more years

What is your level of competency of utilizing Microsoft Outlook.

None - I do not know how to use it.

Basic - I can read / write email.

Intermediate - I can create and track (accept / decline) calendar invites, manage contacts, and preview attachments.

Advanced - I can manage a supervisor's calendar or meeting rooms, and work with tasks and notes.

What is your level of competency of utilizing Microsoft Word?

None - I do not know how to use it.

Basic - I can create new documents and insert / delete / cut / copy / paste text.

Intermediate - I can format text, apply styles, insert tables, track changes, and use templates.

Advanced - I can utilize mail merge, apply themes, customize form letters, and modifying XML options.

What is your level of competency of utilizing Microsoft Excel?

None - I do not know how to use it.

Basic - I can insert rows, columns, and input numbers.

Intermediate - I can use formulas, filter data, format cells, and create charts / graphs.

Advanced - I can utilize pivot tables, create array formulas, and solve algebraic equation.

If not discussed previously, describe any other relevant education, experience, or skills you have which would be beneficial in performing the duties of this position.

Please describe your experience with certificates of insurance. If you have no experience, please type "N / A."

Required Question

Salary : $68,460 - $87,408

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