Employment Opportunities

Summary

Reporting to the Claims Manager and working independently with great latitude for independent action, manages an inventory of multi-line casualty claims having varying degrees of loss potential and complexity with commensurate reserving and settlement authority. Investigates, evaluates and settles claims within designated authority. Occasionally assigns and directs Independent Adjusters/Appraisers and attorneys.

The ideal candidate would have 5-8 years carrier experience and be capable of working independently as well as collaboratively.  This position works out of the main office in Santa Cruz, CA or can be a remote, work from home position. Prior experience working remotely from a home office 100% of the time is required if the candidate elects to work remote.

Responsibilities:

The Claims Examiner III Responsibilities include but are not limited to:

• Determines coverage(s) applicable to loss
• Sets and maintains adequate claim reserves based on facts of case and in accordance with company policy.
• Conducts investigation, assigning fieldwork as necessary and appropriate, in accordance with company standards. Determines liability.
• Evaluates and pays claims within designated authority.
• Prepares and presents verbal and written claim status reports in accordance with company policy.
• Recommends payment, evaluates and reserves claims and reports to supervisor cases in excess of designated authority.
• Manages legal aspects through timely assignment of litigated cases to defense counsel, and on-going evaluation of legal process and expenses.
• Represents the company at litigation related settlement conferences, mediation, and arbitration.
• Participates in marketing presentations and training programs as needed.

Required Competencies

• Requires highly technical claim management skills and an orientation for excellent customer service.
• Ability to work in a paperless environment
• Demonstrated track record of successfully working remotely from a home office
• The incumbent will demonstrate a thorough knowledge of tort law, vehicle code, civil procedure, insurance policy(s) and contract(s).
• Requires the ability to analyze and apply creative solutions to claim issues.
• Ability to multi-task and appropriately prioritize and manage workload as assigned
• Strong negotiating skills, excellent telephone, written and verbal communication skills are essential.
• Requires willingness to handle smaller claims with same expertise as large, complex claims.
• Incumbent must be aware of and follow guidelines concerning confidentiality.
• The position communicates with legal and medical personnel, third party claimants, policyholders, producers, and senior level staff throughout the company.
• PC literacy required; proficiency in Windows, Word, and Outlook preferred.
• Experience in Commercial GL, Business Auto, BI is a huge plus.
• Experience in handling Employment Practices Liability Claims, Directors and Officers Claims, or Social Service Professional Liability claims is preferred, as is a willingness to challenge oneself to handle such claims.
• Demonstrated capability for working with a high level of independence
• Ability to deliver results in a fast-paced environment
• Positive approach, can-do attitude, flexibility and ability to operate with grace under pressure
• Ability to model and uphold appropriate professional boundaries in work with member-insureds
• Collaborate with other staff members and external partners
• Interest and commitment to the mission of the organization
• Commitment to inspired service
• Communicate effectively orally and in writing
• Travel required as necessary and must be able to be productive while traveling on business, including the ability to utilize laptops and other business tools as provided, subject to reasonable accommodation, if needed.
• Must have adequate hearing to perform job tasks
• While performing the duties of this job, the employee is regularly required to bend, reach or sit for up to 3 hours at a time
• Must have adequate vision (with corrective lenses if needed) to clearly view a computer screen
• Must have adequate hearing to perform job tasks

Experience

• The position generally requires a minimum of five to eight years progressively more difficult claims handling experience in commercial general liability, commercial property and commercial auto. D&O experience would be preferred.

Education

• Four-year college degree or equivalent business experience strongly preferred.

If you are interested in applying for a position, please submit your resume and a cover letter that tells us why you want to work for AMS, a member of the Nonprofits Insurance Alliance via our Career Page.

Summary

Reporting to the President & CEO, the Executive Assistant to the President & CEO provides administrative support and serves as the primary point of contact on matters pertaining to the President & CEO. This position serves the needs of the entire organization and its external constituents by supporting the work of the CEO, senior leadership team and the board of directors.

Executive Administration

• Ensure the President & CEO is informed of any issues, internal or external, requiring her attention.
• Anticipate the President & CEO’s needs and proactively bring together the appropriate people, resources and timing needed to support decision-making
• Arrange all travel for President & CEO
• Track and process expense reimbursements
• Draft general correspondence and various communications (letters, emails, etc.) on behalf of the President & CEO.
• Prioritize meeting requests, providing necessary logistical and organizational and managing deadlines and awareness of time sensitivity. Develop and maintain a reminder system to track deadlines for events and activities
• Become familiar with organizational policies and procedures necessary to ensure protocols are followed and reflect well on the office of the President & CEO
• As requested, attend meetings in CEO’s absence
• Answer phone for CEO as needed
• Orders meals and manage catering as needed for CEO’s meetings and events

Governance

• Serve as the President & CEO’s primary liaison to the Board of Directors and manage a broad range of board activities which include coordinating board meetings and gatherings; arranging travel and hotel accommodations for out-of-town board members; processing travel reimbursement requests; and drafting, organizing, assembling and distributing board meeting materials.
• Coordinate and produce all board book materials
• Assist with editing and preparing board reports to ready them for distribution on the board’s electronic portal.
• Process expense reimbursements for board members as needed
• Take and produce minutes of board meetings and committee meetings
• Provide oversight for employee Board Liaison committee
• Under strict deadlines, oversee and manage all aspects of annual company elections for multiple companies, including soliciting and organizing nominations, coordinating all materials and meetings for Nominating Committees, and handling voting process.

Special Projects

• In collaboration with the CEO, provide leadership and manage specific projects, including research, related to the organization’s strategic priorities.
• Develop and disseminate communication around special projects
• Assist with internal company events
• Other duties as assigned by the CEO

Administrative support to the Senior Leadership Team

• As requested, arrange travel for other members of the senior leadership team
• As requested, provide administrative assistance to members of the senior leadership team

Required Skills and Attributes

• Very strong organizational skills and attention to detail
• Proactive spirit and strong work ethic
• Demonstrated aptitude for performing administrative and clerical work at a high level of responsibility and efficiency
• Interest and commitment to the mission of the organization
• Highly proficient in all necessary office-related tools and software programs (Microsoft Office Suite), and aptitude for learning new technology used in this position
• Experience in administrative preparation of board or related presentations; strong understanding of board governance preferred
• Demonstrated experience in meeting critical deadlines, and ensuring prepared materials are accurate and complete.
• High energy, and customer service attitude
• Initiative and ability to rapidly handle multiple tasks and prioritize activities with minimal errors
• Ability to work with confidential information and maintain high level of confidentiality and trust
• Ability to build cooperative relationships with other staff members, board members and external constituents
• Ability to work with a wide variety of personalities with confidence and empathy
• Outstanding communication and follow up, interpersonal and organizational skills, initiative, self-motivation, discretion and ability to remain calm in a fast-paced environment are essential
• Excellent time management and ability to make sound decisions
• Ability to see the big picture without losing sight of the details
• Type 45-50 net words per minute
• While performing the duties of this job, the employee is regularly required to stand, bend, reach, or sit for up to 3 hours at a time. The employee must occasionally lift and/or move up to 20-30 pounds.

Experience

• At least five years of experience assisting senior executive preferred

Education

• Bachelor’s degree preferred but not required.

If you are interested in applying for a position, please submit your resume and a cover letter that tells us why you want to work for AMS, a member of the Nonprofits Insurance Alliance via our Career Page.

Summary

Reporting to the Chief Financial Officer, the Senior Financial Analyst is responsible for assisting with financial planning and budgeting processes, analyzing financial statements, developing financial models preparing financial projections, performing research and analysis and investment accounting.

Responsibilities include but are not limited to the following

• Prepare financial projections.
• Build and maintain financial models and analytical reports to help drive business decisions.
• Track KPIs and prepare analysis reports.
• Develop and maintain cash flow models and recommend management strategies.
• Investment accounting, complete monthly general ledger entries from supporting custodian reports for portfolios.
• Responsible for annual budget preparation.
• Assist with monthly close processes.
• Assist with preparation of board meeting materials.
• Provide other ad hoc reporting and analyses as necessary to support the organization.
• Other duties as assigned

Required Skills

• Strong understanding of insurance financial statements, metrics and underlying accounting principles.
• Extensive experience with financial modeling, budgeting, forecasting general ledger closing and account reconciliations.
• Strong critical thinking analytical skills.
• Ability to navigate through ambiguous conditions.
• Excellent interpersonal and presentation skills.
• Thorough knowledge of Microsoft Outlook & Word, proficient in Excel.
• Comfortable with fast paced activity and ability to prioritize to meet deliverable dates.
• This is a desk position. While performing the duties of this job, the employee is regularly required to stand, bend, reach, or sit for up to 3 hours at a time. The employee must occasionally lift and/or move up to 20-30 pounds.
• Must have adequate vision (with corrective lenses if needed) to clearly view computer screen
• Must have adequate hearing to perform job tasks

Experience

• 5+ years of relevant experience in insurance accounting/finance, including a minimum 3 years of investment accounting experience.

Education

• Bachelor’s Degree in Accounting or Finance.
• Advanced degrees/certifications a plus.

If you are interested in applying for a position, please submit your resume and a cover letter that tells us why you want to work for AMS, a member of the Nonprofits Insurance Alliance via our Career Page.

Summary

Reporting to the Underwriting Manager and operating within guidelines established in the NIAC / ANI underwriting manual, performs risk selection and pricing on new business, renewals and endorsements.  Reviews new business and renewal quotes prior to issuance. Makes marketing calls to members and brokers on an as needed basis. This position requires a great deal of creativity and latitude. Makes some marketing calls to members and brokers on an as needed basis.  The requirements listed below are representative of the knowledge, skill, and/or ability required but are not all inclusive.

This position works out of the main office in Santa Cruz, CA or can be a remote, work from home position. Prior experience working remotely from a home office 100% of the time is required if the candidate works remote.

Responsibilities

The Underwriter responsibilities include but are not limited to:

• Assess and price new business, renewals and endorsements (beyond authority of underwriting assistant) according to guidelines and authority as outlined in the underwriting manual. Lines of business to underwrite include general liability, auto liability and physical damage, improper sexual conduct, liquor liability, employee benefits liability, umbrella, property and crime, social service professional liability, directors’ & officers, employment practices liability and accident.
• Prepare the underwriting and rating work-up on all new business and renewal policies as assigned. Such work-up to include but is not limited to:
  • Select and/or verify class code and premium base and rating exposure
  • Calculate final premium including specialty charges (special events and additional insureds)
  • Determine appropriate credits and/or debits to obtain a fair and sustained premium for risk
  • Determine coverage forms and necessary endorsements
  • Effectively communicate to broker quote conditions
  • Provide accurate documentation in the file and/or in electronic notes of underwriting thought process
  • Ability to think outside of the box and develop solutions for our members that address their specific insurance needs
• A personal commitment to providing Inspired Service in every internal and external client engagement
• Provide customer service by responding promptly and courteously to all requests for information
• Ensure timely and accurate preparation and issuance of policies. Effectively communicate company standards, mission, underwriting guidelines, and requirements to brokers and/or members
• Provide accurate documentation in the file and/or in electronic notes of underwriting thought process.
• Order/review inspection reports to assess risk quality and to confirm exposure base accuracy
• Actively manage assigned book of business. Responsible for achieving company renewal retention ratio goal and amount of new business written on a monthly basis in addition to company profitability goals
• Actively manage relationships with assigned brokers, customers and members.
• Ensure that information available from internal and external resources is properly integrated into underwriting decision making
• Ensure that referral guidelines are properly followed regarding all lines of business underwritten
• Provides training and mentoring for other members of the Insurance Operations team when required
• Miscellaneous tasks – Any and all assignments related to the insurance operations department as requested by the Underwriting Supervisor or Vice President of Insurance Operations
• Some travel required.

Required Skills

• Strong technical P&C underwriting knowledge and skills
• Intermediate knowledge of ISO commercial class codes and CLM rules, forms, rating and regulatory requirements
• Strong knowledge of NIA policies and coverages and how they differ from competitor’s forms and coverages.
• Strong knowledge of underwriting and pricing principles and the ability to use this knowledge to make underwriting and pricing decisions with little oversight
• Results-oriented, self-motivated problem solver with excellent verbal and written communication skills
• Consistent customer service focus for members and brokers
• Ability to organize and prioritize workload with little supervision and efficiently make sound business decisions within level of authority
• Capacity to manage multiple tasks in response to both written and verbal requests
• PC literate. Basic to intermediate skills with Word, Outlook and PowerPoint.  Intermediate skills in Excel.
• Should expect to assist with training and development of less experienced staff.  This includes the ability to do formal and informal training sessions/classes.
• Candidate should possess excellent written and verbal communication skills, and sharp attention to detail. This includes strong documentation skills.
• Ability to collaborate with other staff members and external constituents.
• While performing the duties of this job, the employee is required to climb, stoop, bend, reach or sit for up to 3 hours at a time.  The employee must occasionally lift/and or move up to 20lbs.
• Must have adequate vision (with corrective lenses if needed) to clearly view computer screen.
• Must have adequate hearing to perform job tasks.
• Some travel required.

Experience

• Minimum of 5 years working as an Underwriter or 8 years experience as a Senior Underwriting Assistant or equivalent relevant experience required.
• Experience in a multi-state and multi-line commercial insurance environment preferred
• Prior experience working remotely from a home office 100% of the time is required.

Education

• A. or B.S. degree in Business or Insurance strongly preferred (or directly-related equivalent experience required).

If you are interested in applying for this position, please submit your resume and a cover letter that tells us why you want to work for AMS, a member of the Nonprofits Insurance Alliance, directly through our Career Page.

Summary

The Web Developer / Webmaster reports to the Chief Marketing Officer and is a full-time position in our marketing department located at our main office in Santa Cruz, CA, a short distance from the famous boardwalk and surfing beaches. The right candidate may have the option to telecommute 1-2 days per week initially. The Webmaster is responsible for maintaining several web properties and marketing systems for the organization.

About Us

• NIA is a mission-driven organization that has been a pioneer in creating alternative business models to solve society’s toughest problems. 20,000+ nonprofit organizations in 32 states and the District of Columbia rely on us for insurance and risk management. NIA is comprised of four 501(c)(3) organizations:
• Nonprofits Insurance Alliance of California (NIAC) was founded in 1989 to provide liability and property insurance to 501(c)(3) nonprofits in California.
• Alliance of Nonprofits for Insurance, Risk Retention Group (ANI) was founded in 2000 to provide liability insurance to 501(c)(3) nonprofits with locations outside California.
• National Alliance of Nonprofits for Insurance (NANI) was founded in 2000 to provide property reinsurance.
• Alliance Member Services (AMS) was founded in 2000 to provide staff, services and support to the other three cooperatives.

Responsibilities (included but are limited to)

• Administer all websites including performance monitoring and improvements, website security, server/system updates
• Manage website changes, coordinating with designers, content providers, brand manager, business managers, and IT department
• Collaborate with editorial and online companion resources
• Manage technical aspects of marketing automation platform
• Performs miscellaneous job-related duties as assigned

Required Skills

• Frontend website development (HTML, CSS, JS, PHP, PSD)
• Website hosting (AWS, Rackspace or similar)
• CMS (WordPress, Hubspot or similar)
• Marketing automation (Hubspot, Pardot or similar)
• Webmaster tools (Google Analytics, Tag Manager)
• Adobe Creative Suite
• Self-motivated and able to work independently
• Professional manner and attention to detail and quality
• Ability to adapt to changing priorities
• While performing the duties of this job, the employee is regularly required to bend, reach or sit for up to 3 hours at a time
• Must have adequate vision (with corrective lenses if needed) to clearly view computer screen
• Must have adequate hearing to perform job tasks

Experience

• 10+ years managing and building websites required
• Insurance, finance or similar sector experience preferred
• Experience managing website redesigns
• In-depth knowledge of web design and maintenance
• Ability to work independently and in collaboration with others
• Experience working in a member or mission-driven organization preferred
• Experience with commerce or transactional sites preferred

Education

Degree in computer science, information systems, or a related field/related coursework

Process

If you are interested in applying for a position, please submit your resume and a cover letter that tells us why you want to work for AMS, a member of the Nonprofits Insurance Alliance via our Career Page.