Claims Specialist 2

Payne & Dolan; Waukesha (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

Walbec Group is seeking a Claims Specialist 2 to independently manage general liability claims from notice to resolution, including litigated matters. The role requires strong investigation, negotiation, and coordination with internal and external stakeholders.

Under the direction of the Claims Manager, you will assess liability and damages, maintain reserves, and prepare reports for management. This is an in-office position with growth opportunities within the Risk Management team.

Qualifications

• Bachelor's degree preferred; equivalent relevant claim experience will be considered.
• Minimum of three years of liability claim-handling experience preferred.
• Experience handling construction-related general liability claims and litigated matters preferred.
• Experience using risk management information systems, including Origami or STARS, preferred.
• Strong proficiency in Microsoft Office.

Responsibilities

• Independently investigates and manages general liability claims of moderate to high complexity, including litigated matters.
• Conducts timely claim and incident investigations, including obtaining statements, photographs, contracts, official reports, claim forms, invoices, receipts, and other documentation.
• Communicates with claimants and other involved parties to obtain information and explain the claim process.
• Regularly communicates with Safety, project management, field operations, Legal, insurance companies, brokers, and other stakeholders.
• Reviews contracts, indemnification provisions, insurance requirements, tenders, and other claim documents.
• Evaluates liability, damages, coverage issues, and the value of claims, documenting the basis for decisions.
• Develops claim strategies, action plans, diaries, and resolution recommendations.
• Establishes and updates timely reserves in line with reserving philosophy.
• Maintains complete claim files in Origami with notes, reserves, and documents.
• Compiles claim reports for management review addressing liability, coverage, denial, and settlement strategy.
• Negotiates settlements within authority and seeks additional authority when required.
• Cooperates with defense counsel and assists with litigation, mediation, and arbitration.

Skills

General liability

Investigation techniques

Negotiation

Litigation coordination

Communication

Documentation

Independent work

Education

Bachelor's degree in risk management/insurance/business/legal studies

Tools

Origami

STARS

Microsoft Office

Job description

Job Description:

This position is in-office 5 days a week.

About Walbec Group

Walbec produces high-quality construction materials and delivers unparalleled professional design, engineering and construction services at its six companies, including Payne and Dolan, Northeast Asphalt, Zenith Tech, Parisi, Premier Concrete, and Construction Resources Management. Whether building bridges, stabilizing shorelines, rehabilitating structures, or providing site engineering and construction solutions for solar, Walbec is your bridge to expertise in construction and engineering. With safety and ethics at the core of everything we do, our experienced professionals are hard at work on commercial and industrial sites throughout the Midwest.

The Position:

Under the direction of the Claims Manager, the Claims Specialist 2 independently manages General Liability claims from initial notice through resolution, including litigated matters. This position serves as a key business partner and is responsible for claim investigation, liability and coverage analysis, reserving, recovery opportunities, reporting, negotiation, and settlement. Additional responsibilities may be assigned based on business needs.

Responsiblities :

• Independently investigates and manages general liability claims of moderate to high complexity, including litigated matters.
• Conducts timely claim and incident investigations, including obtaining statements, photographs, contracts, official reports, claim forms, invoices, receipts, and other relevant documentation.
• Communicates with claimants and other involved parties to obtain information and explain the claim process.
• Communicates regularly with Safety, project management, field operations, Legal, insurance companies, brokers, and other internal and external stakeholders.
• Reviews contracts, indemnification provisions, insurance requirements, tenders, and other relevant claim documents.
• Evaluates liability, damages, coverage issues, and the value of claims, and documents the basis for claim-handling decisions.
• Develops and maintains claim strategies, action plans, diaries, and resolution recommendations.
• Establishes and updates timely, adequate reserves in accordance with the organization's reserving philosophy and methodology.
• Documents and maintains complete, accurate claim files in the Risk Management Information System (Origami), including claim notes, incident data, reserves, and supporting documentation.
• Compiles claim reports for management review addressing liability, coverage, denial, settlement valuation, authority requests, and defense strategy.
• Negotiates settlements within assigned authority and obtains additional authority when required.
• Coordinates with defense counsel and assists with litigation, mediation, and arbitration, while monitoring case strategy, legal expenses, and significant developments.
• Identifies, investigates, and pursues subrogation, contractual recovery, and other recovery opportunities.
• Identifies and preserves relevant evidence and assists with litigation holds and spoliation-related matters.
• Creates and assists with claim, incident, and safety reporting in Origami.
• Recognizes significant claim developments and promptly escalates high-exposure, complex, or sensitive matters to the Claims Manager.
• Provides backup claim-handling support for Workers' Compensation, Auto Liability, Auto Physical Damage, and Property claims as business needs require.

Knowledge, Skills, and Abilities:

• Strong knowledge of claim principles, investigation techniques, reserving practices, liability evaluation, and claim resolution.
• Analytical ability and sound judgment regarding liability, damages, coverage, contractual risk transfer, and settlement strategy.
• Working knowledge of contract, insurance, construction, and medical terminology, as well as relevant legal and court procedures.
• Ability to organize and prioritize multiple responsibilities while maintaining deadlines and providing timely follow-up.
• Strong written and verbal communication, negotiation, interpersonal, and documentation skills.
• High level of discipline, accountability, discretion, and attention to detail.
• Ability to work independently and collaboratively in a fast-paced environment.

Requirements:

• Bachelor's degree in risk management, insurance, business, legal studies, or a related field preferred; equivalent relevant claim experience will be considered.
• A minimum of three years of progressively responsible liability claim-handling experience preferred.
• Experience handling construction-related general liability claims and litigated matters preferred.
• Experience using risk management information systems, including Origami or STARS, preferred.
• Strong proficiency in Microsoft Office