Financial Analysts and Advisors jobs in South Carolina

Job Summary

Under limited direction and in compliance with technical, administrative, regulatory, or professional standards and guidelines, manages the City of Greenville’s comprehensive Risk Management program. Identifies, evaluates, prioritizes, and manages the key risk of loss issues and liability of the City through the implementation of risk management methods and loss control techniques to protect the employees and assets of the City; minimize the effects of risks and losses; provide cost efficient utilization of self-insurance and insured programs, and implement policies, procedures, and programs to make Greenville a safe and accessible City. Maintains the Risk Management internal service fund and claims accounts. Develops and administers the annual Risk budget and cost allocations. Directs claims management activities and provides coordination between the City and external parties related to losses, claims, and litigation. Serves as the Risk Manager for the Greenville Transit Authority (GTA) and as the City’s Title II Americans with Disabilities Act (ADA) Coordinator. Provides guidance and assistance to departments with risk, safety, and ADA issues. Lead and/or participates on committees and teams to address risk, safety, claims, disability management, ADA accommodation/compliance, peer review, and other issues as required.

Essential Functions

Essential Functions	% of Time
Direct the Risk Management Program: Develop specifications for City/GTA risk management programs. Review/Edit City/GTA contracts, agreements, and permit requests. Negotiate terms, coverage specifications, and renewals of insurance programs. Manage risk financing for self-insured programs and excess coverages. Develop and review risk management policies and procedures. Provide support and leadership for safety and loss control activities across the City and GTA. Maintain information required for insurance (premiums, deductibles, limits, coverage terms/conditions), claims, actuarial analysis, property- fine arts values/exposures, vehicle schedules, employee, South Carolina Department of Motor Vehicles (DMV) records, self-insured authority, payroll audits, and insurance certificates. Determine appropriate retention levels and manage insurance purchases and renewals. Review bids, contracts and agreements for risk, insurance, and ADA issues. Review and assist in securing contractually required insurance certificate documentation. Conduct safety assessments and inspections. Review and confirm compliance of City-wide monthly safety inspections and safety issue resolutions. Conduct research and provide access to safety resources in support of each departments’ Safety Team Leader. Serve as the Occupational Safety and Health Administration (OSHA) Coordinator between the City and regulatory agencies. Provide support and resources for disability management. Provide safety and loss control resources to City departments and staff. Review driver’s DMV records for compliance with insurer requirements. Coordinate Medicare, Medicaid and SCHIP Extension Act (MMSEA) compliance.	40%
Perform Claims Management: Receive, review, and investigate claims. Establish claims handling procedures for City staff and Third Party Administrator (TPA). Implement program/process to report claims to TPA and supervise claims handling by TPA including investigations, settlements, excess insurance reporting/recoveries, subrogation, and MMSEA compliance. Review all claims, assist in securing investigation documentation, and coordinate with involved departments for follow-up. Coordinate claims reviews; reconcile claims payments and loss fund accounts; review & provide oversight on reserves; maintain claim files and database. Field complaints, claims, and requests from citizens, insurers, agents, and adjusters. Represent the City’s interests in hearings, mediations, and legal proceedings. Manage relationships with insurance carriers and brokers, TPA, attorneys, and City personnel.	35%
Serve as ADA Coordinator for Title II: Serve as liaison between individuals/advocacy groups and the City as needed to ensure regulatory compliance and resolve issues to ensure individuals receive appropriate services. Coordinate with City personnel and departments to ensure the disabled community is accommodated in the provision of services and access to these services throughout the City. Review all contracts and agreements for ADA compliance and additional accessibility consideration. Serve as facilitator for complaint resolution under Title II of the ADA. Ensure prompt and equitable resolution of complaints and inquiries.	15%
Manage Risk Budget and Fund: Collect and maintain information required for bi-annual actuarial studies. Integrate loss fund reserve information into cost allocation program; forecast annual premiums, self-retained claim expenses and fees, and risk administration expenses. Develop annual Risk fund allocation budget. Monitor and approve all expenditures from the Risk fund. Receive loss payment and insurance subrogation/excess insurance recoveries. Monitor and transfer funds to maintain account balances. Reconcile Risk fund, bank accounts, and claims payments by the TPA.	10%

Perform other duties as assigned.

Job Requirements

Bachelor’s degree in business, insurance, risk management, or a related field.

Over four years of progressively responsible experience in risk management to include experience in insurance claims handling, or a related area.

Preferred Qualifications

Associate in Risk Management-Public Entity (ARM-P); ADA Coordinator (ADAC).

Driver's License Requirements

Valid South Carolina Class D Driver's License.

Performance Requirements

Knowledge of:

Risk management activities such as risk identification/reduction, loss control, insurance, asset protection, employee safety, workers’ compensation programs, etc.

Claims handling, investigations, negotiations, processing techniques, and budgetary practices/ controls.

Pertinent federal, state, and local laws, codes, and regulations (OSHA, CDC, SCDHEC, Workers Compensation, ADA, MMSEA, etc.).

Methods and processes used in acquiring information and evidence for claim adjudication, regulatory compliance, safety program development, and ADA compliance.

Contract law and contract document development.

Insurance underwriting principles and practices, and insurance program renewals process.

Safety training and education principles and techniques.

Current trends and practices related to the use of technology in risk management, claims adjusting, loss control, data analysis, data reporting, and related activities.

Principles and processes for providing customer services. This includes setting and meeting quality standards for services, and evaluation of customer satisfaction.

Ability to:

Assess workplace situations and hazards and recommend appropriate corrective measures or strategies.

Recognize the importance of safety in the workplace, follow safety rules, practice safe work habits, utilize appropriate safety equipment and report unsafe conditions.

Provide technical assistance, consultation and education on risk management topics, both standard basic education and complex focused topics as needed.

Demonstrate exceptional analytic, research and problem-solving abilities.

Establish priorities for the completion of work in accordance with sound time-management methodology.

Develop and manage budget for Risk fund and/or multiple programs and projects, including approving expenditures for payment.

Utilize a variety of communication and interpersonal skills to interact successfully with people at a number of levels inside and/or outside the organization.

Use effective judgment and discretion in discussing and resolving issues.

Work cooperatively with others in order to achieve results.

Maintain excellent organization and attention to detail.

Handle complex situations requiring discretion, persuasion, conciliation, dispute resolution, mediation or negotiation skills.

Regularly work within situations requiring confidentiality.

Regularly work within interactions that are contentious where conflicting interests are apparent.

Participate in the development and administration of division goals, objectives, and procedures.

Read, analyze, review, and interpret insurance and other related claims, insurance bids, contracts and agreements, driver DMV records, professional journals, financial reports, and governmental regulations as well as other documents used by the department.

Make mathematical calculations and draw logical conclusions; work with fractions, percentages, ratios/proportions and measurements.

Write reports, agendas, policies, prepare business letters, general documents, and compose emails in a clear and professional manner.

Operate equipment to include calculator, camera, level, and tape measure.

Operate general office equipment to include scanner, printer, copier, telephone, and computer with Microsoft Office Suite.

Working Conditions

Primary Work Location: Office environment.

Protective Equipment Required:

Environmental/Health and Safety Factors:

Occasional exposure to unpleasant environmental conditions and/or hazards. Occasional outside work. Seasonal exposure to extreme temperature.

Physical Demands:

Frequently requires standing, fine dexterity, walking, lifting, carrying, sitting, reaching, handling, pushing/pulling, vision, hearing, twisting, and talking. Occasionally requires foot controls, bending, and crouching. Light strength demands include exerting up to 20 pounds occasionally, 10 pounds frequently, or negligible amounts constantly AND/OR walking or standing to a significant degree.

Mental Demands:

Frequently requires time pressures, frequent change of tasks, irregular schedule/overtime, performing multiple tasks simultaneously, working closely with others as part of a team, and tedious or exacting work. Occasionally requires emergency situations.

Americans with Disabilities Act Compliance

The City of Greenville is an Equal Opportunity Employer. To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions. Prospective and current employees should contact Human Resources to request an ADA accommodation.

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

RISK MANAGER - 1224

Holistic Financial Advisor

Experienced Financial Advisor

Holistic Financial Advisor

Holistic Financial Advisor

RISK MANAGER - 1224 at City of Greenville (SC) – Greenville, South Carolina

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