Branch / District Management

Adjuster-In-ChargeAssistant Branch ManagerBranch ManagerArea ManagerAssistant District ManagerDistrict Manager

Summary of Authority and Responsibility
Investigates, estimates, evaluates, negotiates and reports property and casualty claims, involving work both inside and outside the office, making operational (non-personnel) decisions for the office without a direct supervisor present.

Supervision
Managed by a District Manager.

Minimum Requirements
College bachelor’s degree or equivalent preferred; prior property and casualty claims adjusting experience required; valid driver’s license and reliable transportation required; evidence of current adjuster licensure, demonstrated oral and written communication, problem analysis, planning and organizational skills required. In addition, previous management experience is preferred and demonstrated management potential is required.

Location and Equipment
Inside and outside environment. Must be able to drive an automobile; operate a digital camera or smartphone for digital photos, calculator and digital recorder.

Contact with Others
Inside contact with branch and regional manager, other adjusters and clerical workers. Outside contact with clients, policyholders, claimants, tradespersons and attorneys.

Duties and Responsibilities

  • Actively involved in the completion of the marketing plan.
  • Quality control review of and distribution of work to other adjusters,
  • secretaries or administrative assistants.
  • Timely completion of routine branch-level management reports.
  • Accurate and timely invoicing.
  • Participation in local and state claims organizations as required.
  • Handle field activities outside the office including gathering evidence, taking statements, preparing diagrams and making photographs.
  • Prepare timely, clear and concise reports to clients in the client’s preferred report format.
  • Communicate as needed with the client to ensure the assignment is being completed accurately and the client’s needs are being met.
  • Analyze and evaluate special damages including auto estimates, property estimates, personal property inventories, medical bills, lost wage statements and medical reports.
  • Prepare estimates, inventories and summaries of special damages as needed.
  • Negotiate and conclude claims.
  • Analyze insurance coverage issues on specific claims and make recommendations to the client.
  • Perform any other tasks assigned by District Manager.

Training
Participates in training of other claims personnel as assigned by District Manager.

As with all positions, this function will be performed by a qualified person. No form of improper discrimination will be used as a job qualification.

Summary of Authority and Responsibilities
Investigates, estimates, evaluates, negotiates and reports property and casualty claims involving work both inside and outside of the office. In addition, performs managerial duties assigned by either the Branch Manager or the District manger.

Supervision
Managed by a Branch Manager, or in the absence of a Branch Manager, the District Manager.

Minimum Requirements
College bachelor’s degree or equivalent preferred; prior property and casualty claims adjusting experience required; valid driver’s license and reliable transportation required; evidence of current adjuster licensure, demonstrated oral and written communication, problem analysis, planning and organizational skills required. In addition, previous management experience is preferred and demonstrated management potential is required.

Location and Equipment
Inside and outside environment. Must be able to drive an automobile; operate a digital camera or smartphone for digital photos, calculator and digital recorder.

Contact with Others
Inside contact with branch and regional managers, other adjusters, clerical workers and other interacting departments. Outside contact with clients, policyholders, claimants, tradespersons and attorneys.

Duties and Responsibilities

  • Quality control review of and distribution of work to adjusters, secretaries or administrative assistants.
  • Timely completion of routine branch-level management reports.
  • Accurate and timely invoicing.
  • Participation in local and state claims organizations as required
  • Handle field activities outside the office including gathering evidence, taking statements, preparing diagrams and making photographs.
  • Prepare timely, clear and concise reports to clients in the client’s preferred report format.
  • Communicate as needed with the client to ensure the assignment is being completed accurately and the client’s needs are being met.
  • Analyze and evaluate special damages including auto estimates, property estimates, personal property inventories, medical bills, lost wage statements and medical reports.
  • Prepare estimates, inventories and summaries of special damages as needed.
  • Negotiate and conclude claims.
  • Analyze insurance coverage issues on specific claims and make recommendations to the client.
  • Performs other duties as assigned by Branch Manager.
  • Participate in marketing activities as assigned by Branch Manager.

Training
Participates in training of other personnel as assigned.

As with all positions, this function will be performed by a qualified person. No form of improper discrimination will be used as a job qualification.

Summary of Authority and Responsibility
Manages all branch personnel and when needed investigates, estimates, evaluates, negotiates and reports property and casualty claims involving work both inside and outside of the office.

Supervision
Managed by the District Manager, or in the absence of a District Manager, the Regional Manager.

Minimum Requirements
College bachelor’s degree or equivalent preferred; prior property and casualty claims adjusting experience required; valid driver’s license and reliable transportation required; evidence of current adjuster licensure, demonstrated oral and written communication, problem analysis, planning and organizational skills required. In addition has demonstrated management, training and marketing ability.

Location and Equipment
Inside and outside environment. Must be able to drive an automobile; operate a digital camera or smartphone for digital photos, calculator and digital recorder.

Contact with Others
Inside contact with branch and district managers, other adjusters and clerical workers. Outside contact with clients, policyholders, claimants, tradespersons and attorneys.

Duties and Responsibilities

  • Staff selection, training, performance review and salary administration of all branch employees, including maintenance of local records.
  • Actively involved in the development and implementation of the marketing plan.
  • Open and close file reviews to ensure quality control and identify training needs.
  • Upkeep of all client, administrative and training information.
  • Complaint handling under direction of the District Manager.
  • Sustained, regular marketing effort as required by District Manager.
  • Ongoing expense management based on analysis of branch profit and loss statements and company guidelines.
  • Handle field activities outside the office including gathering evidence, taking statements, preparing diagrams and making photographs.
  • Prepare timely, clear and concise reports to clients in the client’s preferred report format.
  • Communicate as needed with the client to ensure the assignment is being completed accurately and the client’s needs are being met.
  • Analyze and evaluate special damages including auto estimates, property estimates, personal property inventories, medical bills, lost wage statements and medical reports.
  • Prepare estimates, inventories and summaries of special damages as needed.
  • Negotiate and conclude claims.
  • Analyze insurance coverage issues on specific claims and make recommendations to the client.
  • Quality control review of and distribution of work to other adjusters, secretaries or administrative assistants.
  • Timely completion of routine branch-level management reports.
  • Accurate and timely invoicing.
  • Visible participation in local and state claims organizations as required.
  • Perform any other tasks as assigned by District or Regional Manager.

Training
Responsible for training all branch personnel, including clerical workers.
As with all positions, this function will be performed by a qualified person. No form of improper discrimination will be used as a job qualification.

Summary of Authority and Responsibility
Manages all division personnel and when needed investigates, evaluates, negotiates and handles property and casualty claims involving work both inside and outside of the office.

Supervision
Managed by the District Manager, or in the absence of a District Manager, the Regional Manager.

Minimum Requirements
College bachelor’s degree or equivalent preferred; prior property and casualty claims adjusting experience required; valid driver’s license and reliable transportation required; evidence of current adjuster licensure, demonstrated oral and written communication, problem analysis, planning and organizational skills required. In addition has demonstrated management, training and marketing ability.

Location and Equipment
Inside and outside environment. Must be able to drive an automobile and travel by airplane when necessary.

Contact with Others
Inside contact with branch and districtmanagers, other adjusters and clerical workers. Outside contact with clients, policyholders, claimants, tradespersons and attorneys.

Duties and Responsibilities

  • Staff selection, training, performance review and salary administration of all branch employees, including maintenance of local records.
  • Actively involved in the development and implementation of the marketing plan.
  • Open and close file reviews to ensure quality control and identify training needs.
  • Upkeep of all client, administrative and training information.
  • Complaint handling under direction of the District Manager.
  • Sustained, regular marketing effort as required by District Manager.
  • Ongoing expense management based on analysis of branch profit and loss statements and company guidelines.
  • Prepare timely, clear and concise reports to clients in the client’s preferred report format.
  • Communicate as needed with the client to ensure the assignment is being completed accurately and the client’s needs are being met.
  • Analyze and evaluate special damages including auto estimates, medical bills, lost wage statements and medical reports.
  • Prepare estimates, inventories and summaries of special damages as needed.
  • Negotiate and conclude claims.
  • Analyze insurance coverage issues on specific claims and make recommendations to the client.
  • Quality control review of and distribution of work to other adjusters, secretaries or administrative assistants.
  • Timely completion of routine branch-level management reports.
  • Accurate and timely invoicing.
  • Visible participation in local and state claims organizations as required.
  • Perform any other tasks as assigned by District or Regional Manager.

Training
Responsible for training all branch personnel, including clerical workers.

As with all positions, this function will be performed by a qualified person. No form of improper discrimination will be used as a job qualification.

Summary of Authority and Responsibility
Manages all branch managers and when needed, supervises the branch personnel in absence of branch managers.

Supervision
Managed by the District Manager.

Minimum Requirements
College bachelor’s degree or equivalent preferred; prior property and casualty claims adjusting experience required; valid driver’s license and reliable transportation required, demonstrated oral and written communication, problem analysis, planning and organizational skills required. In addition has demonstrated management, training and marketing ability.

Location and Equipment
Inside and outside environment. Must be able to drive an automobile and travel by airplane when necessary.

Contact with Others
Inside contact with branch and other assistant district or district managers, other adjusters and clerical workers. Outside contact with clients, policyholders, claimants, tradespersons and attorneys.

Duties and Responsibilities
Staff selection, training, performance review and salary administration of all branch managers and often in absence of branch managers, the branch employees
Development and implementation of the marketing plan and extensive active marketing.
Open and close file reviews to ensure quality control and identify training needs.
Complaint handling by clients and general troubleshooting on the regional level.
Ongoing expense management based on analysis of branch profit and loss statements and company guidelines.
Handle or assist in handling losses within the district when warranted.
Lend technical support to regional staff when appropriate.
Survey and establish the feasibility of new branch offices or divisions.
Coordinate the opening of new divisions or branch offices when appropriate.
Conduct audits on a regular basis of all branch offices.
Timely completion of routine regional-level management reports.
Review and approval of invoicing of branch offices where Branch Manager needs district assistance or in absence of Branch Manager.
Visible participation in local and state claims organizations as required.
Perform any other tasks as assigned by District or Regional Manager.
Make decision on hiring of Branch Manager and branch personnel with final approval by Regional Manager.

Training
Responsible for training all branch managers and occasionally adjusters as well as clerical support staff.

As with all positions, this function will be performed by a qualified person. No form of improper discrimination will be used as a job qualification.

Summary of Authority and Responsibility
Manages all branch managers and when needed, supervises the branch personnel in absence of branch managers within his/her district territory.

Supervision
Reports to Regional Manager, or in the absence of a Regional Manager, the CEO.

Minimum Requirements
College bachelor’s degree or equivalent preferred; prior property and casualty claims adjusting experience required; valid driver’s license and reliable transportation required, demonstrated oral and written communication, problem analysis, planning and organizational skills required. In addition has demonstrated management, training and marketing ability.

Location and Equipment
Inside and outside environment. Must be able to drive an automobile and travel by airplane when necessary.

Contact with Others
Inside contact with branch and other district managers, regional managers, other adjusters and clerical workers. Outside contact with clients, policyholders, claimants, tradespersons and attorneys.

Duties and Responsibilities

  • Staff selection, training, performance review and salary administration of all branch managers and often in absence of branch managers, the branch employees
  • Development and implementation of the marketing plan and extensive active marketing.
  • Open and close file reviews to ensure quality control and identify training needs.
  • Complaint handling by clients and general troubleshooting on the regional level.
  • Ongoing expense management based on analysis of branch profit and loss statements and company guidelines.
  • Handle or assist in handling losses within the region when warranted.
  • Lend technical support to district staff when appropriate.
  • Survey and establish the feasibility of new branch offices or divisions.
  • Coordinate the opening of new divisions or branch offices when appropriate.
  • Conduct audits on a regular basis of all branch offices.
  • Timely completion of routine regional-level management reports.
  • Review and approval of invoicing of branch offices where Branch Manager needs regional assistance or in absence of Branch Manager.
  • Visible participation in local and state claims organizations as required.
  • Perform any other tasks as assigned by the Regional Manager or CEO.
  • Make decision on hiring of Branch Manager and branch personnel with final approval by Regional Manager and CEO.

Training
Responsible for training all branch managers and occasionally adjusters as well as clerical support staff.

As with all positions, this function will be performed by a qualified person. No form of improper discrimination will be used as a job qualification.