Resolve financial insurance losses, including business interruption, stock, fidelity, product recall, product guarantee, by investigating claims through detailed analysis of accounting records, external sources & general enquiry. Assess quantum, negotiate losses with corporate management, brokers, lawyers, accountants or claims preparers. Present evidence to insurers by way of report , conduct sales and marketing activities and presentations. Establish or promote market recognition for large and complex financial insurance claims.
Investigate and assess financial insurance losses from first advice to final settlement
Provide support and advice to policy holders with respect to their losses
Examine claims forms, policies and endorsements, client instructions and other records to determine coverage in the event of a financial loss
Service current clients, build relationships and undertake marketing activities to grow client base
Investigate insurance claims by interviewing claimants and witnesses, obtaining official reports, by inspecting physical damage, by comparing claim information with evidence
Set loss reserves
Prepare reports by collecting and summarising information required by client, local, state and federal government and by Crawford & Company in line with Service Level Agreements
Control claim costs
Recommend litigation when appropriate
Maintain company reputation and insurance product integrity by complying with federal and state regulations and corporate quality standards
Maintain professional and technical knowledge through continuing education
Conduct business development by calling on local businesses to solicit new business or maintain existing business
Meet Crawford and client compliance requirements
Note: Approximately 15% of time is expected to be spent on non-fee earning activities, such as administration, reporting, marketing, account management etc, as applicable to each individual
Customer Focus: Focus on understanding and meeting the customer's needs. Involves actively seeking information to understand internal and external customers’ circumstances, problems, expectations, and needs
Organisational/Time Management: Effectively prioritises work and meets deadlines. Involves allocating time and resources efficiently and effectively; managing multiple assignments or tasks effectively.
Quality: Consistently produces high quality work. Involves professional presentation of documents, with high level of accuracy.
Communication/Interpersonal Skills: Communicates clearly and professionally with both internal and external clients. Involves conveying information, both written and verbal, in a clear and concise manner.
Responsiveness: Responds to requests for information, emails and returns telephone calls promptly and professionally
Adaptability: Demonstrates tolerance for uncertainty; responds to changing circumstances by being innovative and altering behaviour to better fit different situations; learn new skills, perform work in different ways; willing to be flexible.
Teamwork: Works cooperatively with others and build effective working relationships to accomplish common team goals and objectives. Involves understanding team dynamics, fostering collaboration, providing a tangible contribution and listening and responding to the input of others in a manner that creates an environment of mutual trust and respect. Willingness to transfer knowledge and skills as appropriate
Operations Manager Specialist Services
National manager CFAS
Regional Manager CFAS
A minimum of 10 years as a Forensic Accountant and a member of the Instituter of Chartered Loss Adjusters, or a minimum of 15 years as a Forensic Accountant
Able resolve all financial risks insurance claims without supervision up to the value of $5,000,000
Good English and report writing skills
Preferably marketing/business development experience
Strong analytical and mathematical ability
Professional and positive outlook
Work without supervision
Good negotiation skills
Good verbal and written communication skills
Excellent attention to detail
Strong organisational and interpersonal skills
Thorough knowledge of accounting terminology, practices and conditions
Member of the Institute of Chartered or Certified Accountants