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General

The Claims Specialist will report to the Insurance and Claims Administrator and will assist with liability claims and insurance program for the San Mateo County Transit District (SamTrans), the Peninsula Corridor Joint Powers Board (Caltrain), the San Mateo County Transportation Authority (TA) and the San Mateo County Express Lanes Joint Powers Authority (SMCELJPA). 

• Claims Processing and Management: Responsible for the processing of third-party personal injury and property damage claims against the District, ensuring thorough documentation, and adherence to both legal requirements and the District’s claims handling procedures. 

• Technical and Administrative Support: Provide essential technical and administrative assistance to the District’s third-party adjusting firm and internal and external legal partners facilitating efficient claim adjustments and resolutions. 

• Insurance Program Support: Assist in the administration and documentation of the District's annual insurance program, contributing to the enhancement and modernization of insurance processes. 

• Process Improvement and Modernization: Support the Insurance and Claims Administrator in identifying and implementing process improvements and modernization initiatives, aiming to increase efficiency and effectiveness in claims handling and insurance management. 

• Documentation and Reporting: Aid in the documentation and tracking of claims, assessing budget impacts, and preparing comprehensive reports for internal and external stakeholders. 

Examples of Essential Duties:

• Claims and Lawsuits Management: Refer claims and lawsuits to the District’s outside third-party claims adjusting firm, ensuring proper handling and follow-up and provide support in discovery and litigation activities. 

• Consumer Complaint Processing: Address and process consumer complaints asserting injury or damage, ensuring timely and appropriate responses. 

• Records Maintenance: Maintain accurate and up-to-date records of claims and lawsuits against the District, ensuring compliance with legal and regulatory requirements. 

• Invoice Processing: Responsible for processing of invoices related to claims and insurance operations, ensuring financial accuracy and accountability. 

• Subrogation Assistance: Assist with third-party subrogation processes, ensuring the District recovers costs effectively from other parties when applicable. 

• Insurance Documentation Support: Compile supporting documentation necessary for the annual insurance program applications, facilitating thorough and compliant submissions. 

• Records Management: Perform records destruction in accordance with the District’s guidelines, ensuring that all actions comply with legal standards for document retention and destruction. 

• Perform all job duties and responsibilities in a safe manner to protect one’s self, fellow employees and the public from injury or harm. Promote safety awareness and follow safety procedures in an effort to reduce or eliminate accidents. 

• Perform other duties as assigned. 

Sufficient experience, training and/or education to demonstrate the knowledge and ability to successfully perform the essential functions of the position. In lieu of a degree, full time work-related experience that demonstrates the skills and experience necessary to perform this role will be accepted. Development of the required knowledge and abilities is typically obtained through but not limited to: 

• AA degree in Business Administration, Accounting, Finance, Statistics, or another directly related field

• Three (3) years of experience in the field of insurance, personal injury claims, or risk management 

• Associates in Claims (AIC), Associates in Risk Management (ARM), or Chartered Property Casualty Underwriter (CPCU). 

• Proficiency in Microsoft Office Suite (MS Word, Excel and Outlook).