Loss Control Consultant

Description

PURPOSE: 

This is an ideal opportunity to work at a growing organization with a strong family culture. Besnard Insurance is a wholly owned subsidiary of Shepherd Insurance, a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. 

As a Loss Control Consultant, you are responsible for presenting to clients and supports and assists the team in managing the safety, loss control and claims services we provide to our clients. With a positive attitude, you will present key data to our Client Service team as well, allowing them to be better equipped to work with their clients.

RESPONSIBILITIES: 

• Execute detailed plans, key activities, and update annual trackers with new client information. 
• Conduct Workers’ Compensation and Package Onboarding presentations (60-day to 90-day plans) and mid-year presentations. 
• Manage external client communication, set appointments, presentations, follow up and handle issue resolution with clients. 
• Create, track, and monitor loss control initiatives. 
• Create, develop and implement client communication initiatives including but not limited to email campaigns.
• Assist with development of safety content including presentations, ideas for PFS articles, Newsletter topics etc.
• Track and monitor loss control recommendations and compliance. 
• Manage agency management system, document management, and ensure data is current and up to date. 
• Maintain detailed documentation during monthly team meetings, and provide documentation follow up to team. 
• Perform other related duties as assigned.

Requirements

• Experience: At least five (5) years’ experience in similar position is desirable.
• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Possess a thorough understanding of loss control initiatives. 
• Excellent time management and organizational skills with the capacity to balance multiple responsibilities or projects effectively. 
• Strong interpersonal abilities that facilitate clear communication with clients and colleagues. 
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system. 

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position. 

AMERICANS WITH DISABILITY SPECIFICATIONS 

Physical Demands

The physical demands described here 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 employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment 

Work environment characteristics described here 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 employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.