Claims Technician

About Us

At Cavignac we’re working towards realizing a vision where every business in our community is protected from risk. To achieve this, we’ve built a team that has been recognized as best in industry by giving them the resources and independence to:

• Belong - We emphasize culture and encourage collaboration. We work in a supportive work environment where you know your teammates have got your back.
• Give - We believe community engagement is an integral part of a fulfilling career. We’re always looking for new ways to give back to the place where we live and work.
• Grow - The only thing more important than our client’s futures are the futures of our team members. We invest a significant amount of time and resources on employee education.
• Thrive - Comprehensive health insurance, 401k matching, profit sharing, team events, competitive PTO, all staff and individual bonuses - we give our team the benefits they need to live their best life.

It’s this approach that has led to recognition. Here are a few of them:

• Best Places to Work in San Diego - 2011, 2013, 2015, 2017, 2019, 2021, 2023
• Best Places to Work in Insurance - 2012, 2014, 2016, 2018, 2020, 2022, 2024
• U.S. Business Insurance - #1 Best Place To Work in the Country
• Reagan Consulting - #1 Insurance Agency in the Country (Revenue: $10-$25M)
• Reagan's Best Practices Agency - 24 Consecutive Years (1999 - 2024)

Mission: To give confidence and clarity to the businesses we serve by providing knowledge-based risk management solutions and an exceptional client experience.

Summary

This position involves handling property and casualty as well as workers’ compensation claim-related issues.

The following details a general list of duties, qualifications, and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.

Duties

• Work with clients, Account Executives/Managers, and Risk Control Team to create schedules of services for risk management accounts based on company size, scope of work, and loss history.
• Report client Property & Casualty claims and as directed by the Claims Risk Advisor.
• Conduct non-urgent claim follow-ups and status requests.
• Manage all claims-related activities assigned. Activities range from LOSS per each claim to quarterly open claim updates (LCXC).
• Strategize with clients to develop mutually agreed upon Property & Casualty claims management techniques including utilization of the Medical Provider Network, formal first aid programs, and early return to work.
• Strategize with clients to develop mutually agreed upon Property & Casualty claims prevention and management techniques including accident investigation and sub-contractor pre-qualification practices.
• Act as an advocate for our clients with our insurance company partners to ensure proactive claims handling, appropriate reserving, compliance by all parties within insurance regulations, and aggressive legal defense.
• Claim Review Assistance – Gathering Loss Runs for all Risk Control claims functions.
• Attend in-person or virtual quarterly claim reviews with the Claims Risk Advisor, clients, and insurance carriers. Manage the schedule of reviews to ensure timely delivery and participation by appropriate parties.
• Documentation Preparation – formatting, proof-reading, branding, printing, binding of all documents for claim reviews, such as Loss Runs and Claim Status Reports, as needed. Bring together all materials for claim reviews.

Qualifications

• 2+ Years Claims Experience
• Insurance License (Desired)
• CRIS, AIC, CRM, CIC Designations (Desired)

Abilities

• You lead through your actions and embrace your responsibilities.
• You’re a continuous learner who is always seeking to improve.
• You put the team first and create ways to make your peers better.
• You deliver an exceptional level of service to those you work with.
• You have strong interpersonal skills and thrive in a team environment.
• You’re an effective communicator; both written and verbal.
• You can be trusted to handle confidential and sensitive information.
• You have strong organization and project management skills.
• You have the ability to focus on the task-at-hand and multi-task as needed.
• You’re great with attention to detail and producing high-quality work.
• You’re able to grasp complex issues and establish proactive solutions to address those issues.
• You have strong editing and writing skills.
• You have a positive attitude and work ethic.

There is a very high level of professionalism here (attention to detail, product and industry knowledge, high expectations, etc). As a new employee that has spent time at other agencies, I can tell you that this is not the norm and it’s something that I’ve missed. When you are surrounded by people working at a high level, you are held to a higher standard, and you push yourself to meet, and then exceed those expectations. That kind of attitude/approach is infectious and makes coming to work more meaningful.

– Cavignac Team Member

About Us

At Cavignac we’re working towards realizing a vision where every business in our community is protected from risk. To achieve this, we’ve built a team that has been recognized as best in industry by giving them the resources and independence to:

• Belong - We emphasize culture and encourage collaboration. We work in a supportive work environment where you know your teammates have got your back.
• Give - We believe community engagement is an integral part of a fulfilling career. We’re always looking for new ways to give back to the place where we live and work.
• Grow - The only thing more important than our client’s futures are the futures of our team members. We invest a significant amount of time and resources on employee education.
• Thrive - Comprehensive health insurance, 401k matching, profit sharing, team events, competitive PTO, all staff and individual bonuses - we give our team the benefits they need to live their best life.

It’s this approach that has led to recognition. Here are a few of them:

• Best Places to Work in San Diego - 2011, 2013, 2015, 2017, 2019, 2021, 2023
• Best Places to Work in Insurance - 2012, 2014, 2016, 2018, 2020, 2022, 2024
• U.S. Business Insurance - #1 Best Place To Work in the Country
• Reagan Consulting - #1 Insurance Agency in the Country (Revenue: $10-$25M)
• Reagan's Best Practices Agency - 24 Consecutive Years (1999 - 2024)

Mission: To give confidence and clarity to the businesses we serve by providing knowledge-based risk management solutions and an exceptional client experience.

Summary

This position involves handling property and casualty as well as workers’ compensation claim-related issues.

The following details a general list of duties, qualifications, and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.

Duties

• Work with clients, Account Executives/Managers, and Risk Control Team to create schedules of services for risk management accounts based on company size, scope of work, and loss history.
• Report client Property & Casualty claims and as directed by the Claims Risk Advisor.
• Conduct non-urgent claim follow-ups and status requests.
• Manage all claims-related activities assigned. Activities range from LOSS per each claim to quarterly open claim updates (LCXC).
• Strategize with clients to develop mutually agreed upon Property & Casualty claims management techniques including utilization of the Medical Provider Network, formal first aid programs, and early return to work.
• Strategize with clients to develop mutually agreed upon Property & Casualty claims prevention and management techniques including accident investigation and sub-contractor pre-qualification practices.
• Act as an advocate for our clients with our insurance company partners to ensure proactive claims handling, appropriate reserving, compliance by all parties within insurance regulations, and aggressive legal defense.
• Claim Review Assistance – Gathering Loss Runs for all Risk Control claims functions.
• Attend in-person or virtual quarterly claim reviews with the Claims Risk Advisor, clients, and insurance carriers. Manage the schedule of reviews to ensure timely delivery and participation by appropriate parties.
• Documentation Preparation – formatting, proof-reading, branding, printing, binding of all documents for claim reviews, such as Loss Runs and Claim Status Reports, as needed. Bring together all materials for claim reviews.

Qualifications

• 2+ Years Claims Experience
• Insurance License (Desired)
• CRIS, AIC, CRM, CIC Designations (Desired)

Abilities

• You lead through your actions and embrace your responsibilities.
• You’re a continuous learner who is always seeking to improve.
• You put the team first and create ways to make your peers better.
• You deliver an exceptional level of service to those you work with.
• You have strong interpersonal skills and thrive in a team environment.
• You’re an effective communicator; both written and verbal.
• You can be trusted to handle confidential and sensitive information.
• You have strong organization and project management skills.
• You have the ability to focus on the task-at-hand and multi-task as needed.
• You’re great with attention to detail and producing high-quality work.
• You’re able to grasp complex issues and establish proactive solutions to address those issues.
• You have strong editing and writing skills.
• You have a positive attitude and work ethic.

There is a very high level of professionalism here (attention to detail, product and industry knowledge, high expectations, etc). As a new employee that has spent time at other agencies, I can tell you that this is not the norm and it’s something that I’ve missed. When you are surrounded by people working at a high level, you are held to a higher standard, and you push yourself to meet, and then exceed those expectations. That kind of attitude/approach is infectious and makes coming to work more meaningful.

– Cavignac Team Member