Claims Assistant (Hybrid - Santa Ana, California)

Job title: Claims Assistant (Hybrid - Santa Ana, California)

Our Story

Imagine being part of a team that’s not just shaping the future but actively driving it. At Davies North America, we’re at the forefront of innovation and excellence, blending cutting-edge technology with top-tier professional services. As a vital part of the global Davies Group, we help businesses navigate risk, optimize operations, and spearhead transformation in the insurance and regulated sectors.

What’s in Store We’re on the lookout for a Claims Assistant to support claims adjusters with tasks that promote the handling and resolution of claims.

This is a hybrid position that will require you to be in our Santa Ana, CA office, 2-3 days a week.

Key Responsibilities

• Heavy claim intake and setup.

• Correspondence: Preparing and sending emails, letters, and reports (e.g., retention letters, coverage letters, deductible letters, denial letters, and settlement letters) to insureds, defense counsel, and other stakeholders.

• Invoice and Payment Management: Tracking, reconciling, and updating invoices paid by insureds and vendors, as well as handling deductible and settlement checks.

• Administrative Tasks: Uploading documents, scanning, downloading, mailing correspondence, setting up new claims and managing claim systems

• Expense Tracking: Recording costs for postage, photocopying, and other administrative expenses.

• Skills, knowledge & expertise

• One year of year of experience in a claims environment such as third party administrator or insurance carrier.

• Hybrid role - must be in office 2-3 days per week in Santa, Ana, CA.

• Proactive, independent, dependable, and takes initiative with consistent follow through

• Superb written and verbal communication skills conducted in a timely manner with diverse audiences

• Superior time management skills with capability of working with and meeting deadlines

• Exceptional data entry skills.

• Capable of working collaboratively and independently with minimal supervision

• Exhibit discretion with sensitive and confidential information

• Display a comfort level working with key people at all levels within an organization

• Equal Employment Opportunity & Legal Notices

Benefits

At Davies North America, we are dedicated to supporting the well‑being and future of our qualifying employees. Our comprehensive benefits package includes:

• Medical, dental, and vision plans to support your health and that of your family

• A 401(k) plan with employer matching

• Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees

• Paid holidays

• Life insurance and short‑term and long‑term disability coverage

• Benefit offerings, eligibility, and required employer contributions may vary based on role, classification, and applicable federal, state, and local laws, including those tied to an employee’s primary work location.

• Where required by law, the Company provides paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements.

• Diversity and Inclusion

• Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard.

Compensation Transparency:

• The salary range listed reflects the full compensation band for this role across all locations. Actual compensation will be based on factors such as skills, experience, qualifications, and geographic location, which may impact the final offer. We share ranges to remain transparent and consistent with pay equity practices.

• Essential Functions

• The following responsibilities and expectations are considered essential to the successful performance of this role. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform these essential functions.

• Maintain regular and dependable attendance.

• Be available and able to perform job responsibilities during established work hours.

• Background Check & Fair Chance Compliance

• Any background check or review of criminal history, if applicable to the role, will be conducted only after a conditional offer of employment and in compliance with applicable federal, state, and local laws, including fair‑chance hiring requirements.

• Massachusetts Notice

• It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

• AI Policy

• At Davies, we value authentic conversations and a fair candidate experience. While candidates may use AI and technology tools to prepare for interviews, we expect interview responses and assessments to reflect each individual's own experience, knowledge, and professional judgment.

• We do not use sites like Facebook, Craigslist, or Telegram to recruit or interview potential employees or contractors. If you have been asked to provide any information through any method other than our career portal, please email us at [email protected]