Insurance Program Assistant

Description Purpose and Scope

To support the Diocese of Phoenix in its mission to Encounter the Living Christ. This position provides support to the Claims/Risk Manager and Diocese of Phoenix Insurance Program.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work on two separate computer systems:
  Diocese of Phoenix and the Catholic Mutual Group as emails, calendars, and working with various programs.
• Prepares reports, correspondence, and other materials from rough draft to final report, in a timely and accurate manner using word processing software and equipment.
• Provides primary clerical support to the Claims/Risk Manager by scheduling all on-site inspections, processing all incoming and outgoing mail, photocopying documents, and maintaining an accurate filing and system for all claims and safety inspections.
• Assists with the management of the Diocesan Property & Casualty Insurance Program by maintaining all relevant Program records, producing reports, and performing analysis of the financial performance of the Program.
• Sets up new claim files and review closed claim files.
• Maintain computerized diary systems for safety inspections. Sets appointments and follow-up confirmations for safety inspections at each Diocesan location.
• Prepares multiple annual insurance renewal forms, and drafts to final form for CFO signature.
• Compile, type, and distribute information at the request of the Claims/Risk Manager & CFO.
• Maintain Program record-keeping: perform filing and photocopying as required.
• Follows-up, obtain and record inspection reports from all Diocesan locations.
• Process, maintain, and follow-up on the Application for Special Events and Application for Sponsored Events and determine liquor liability coverage.
• Follow up with Lessee and/or parish personnel to obtain payment for cost of coverage provided, document, and forward payment to Finance.
• Maintenance of updating the Diocesan fleet Auto List, records and making necessary changes for billing purposes. Maintenance of Catholic Mutual Group Auto List and update CMG of all changes monthly.
• Work and follow-up with Diocesan locations to obtain necessary information to prepare an Auto Insurance Identification Card.
• Prepare an Auto List and work with Controller/Accounts Receivable staff to prepare and update billings for Program participants.
• Maintain information for all covered locations: properties and automobiles.
• Read and review contracts/agreements to determine insurance requirements/limits, adverse language, and if an Addendum to Contract is required to process a Certificate of Insurance.
• Read and review contracts/agreements to determine if Workers Compensation is required and write/follow-up with WC carrier to obtain WC Certificate.
• Review emails for miscellaneous calendaring for CFO and work with various departments for scheduling meetings.
• Update the Parish Contact List as needed and provide it to various personnel.
• Annually work with Arizona Motor Vehicle Division Mandatory Insurance (Auto Self-Insurance);
  Arizona Department of Economic Security (Preschools);
  Department of Health Services (Preschools); and Valley of the Sun United Way Scholarship Programs (Preschools) and obtain current insurance requirements to provide a certificate.
• Review and work on annual reminders to Diocesan locations regarding festivals, sponsored events, etc., to obtain information needed to provide event and/or liquor liability coverage.
• Update Diocesan website with updated/revised CMG documents.

• Performs any job-related tasks necessary for the smooth flow of operation within the Diocese of Phoenix Insurance Program and the Finance Office.
• Assists Catholic Schools…