Opening Date:

September 14, 2026 APPLICATIONS

FOR THIS POSITION WILL ONLY BE ACCEPTED ONLINE.

This position is promotional only. The applicant must be a current District employee.

BASIC POSITION INFORMATION

Under the direction of the Chief Business Officer, coordinate the daily activities of the District's risk management program; coordinate the functions of property and liability insurance, worker's compensation program, employee benefits programs, and safety management for the District.

RECRUITMENT TYPE

Promotional Only - the applicant must be a current employee for the Charter Oak Unified School District. The examination process will consist of supplemental questions within the application, a job-related written examination, and a qualification appraisal interview followed by a selection interview for the top three candidates. The classification specification does not describe all duties performed by all incumbents within the class. This summary provides examples of typical tasks performed in this classification. Coordinate the District's employee benefits program both for certificated and classified employees; organize, open enrollment informational fairs, meetings, and resources regarding District plan. E Prepare and process payments for all medical, dental, vision, life, and voluntary coverage enrollments through carriers. Set up payroll benefit tables, process and reconcile all changes, deductions, contributions for medical, dental, vision, life, voluntary coverages, and union dues for all employees . E Prepares, communicates with employees and sends COBRA notifications as appropriate to eligible employees. E Prepares and provides information and data reports for STRS and PERS retirees. Coordinates and monitors all aspects of compliance, implementation, and eligibility factors related to the Affordable Care Act. E Serves as district liaison with employees, insurance companies, and medical providers regarding eligibility, and coverage. E Coordinates and works directly with an insurance broker to ensure program effectiveness and facilitates going out to bid process to secure optimal employee benefit programs; Analyze and prepares recommendations concerning appropriate, cost-effective, and cost-beneficial insurance coverage and program improvement needs. E Analyzes the Risk Management/Workers Compensation program to identify, evaluate, reduce or eliminate risks and liabilities and ensure compliance with applicable state, federal and local laws and regulations; advises district leadership. E Reviews contracts and serves as a technical expert to advise and make recommendations specific to each contract. E Coordinates the daily activities of Worker's Compensation; monitors medical appointments, treatment, and lost times and/or modify duty; prepares appropriate reports for claims administration and the California Occupational, Safety and Health Administration (Cal OSHA). E Collaborate, support, and provide informational reports and analysis on employee leaves (FMLA, CFRA, Education Code Leaves, etc). E Coordinate and facilitate interactive/reasonable accommodation meetings for modified duty requests and or assignments. E Interacts with claims administrator, insurance adjustors, JPA Director, risk consultants, and attorneys as needed to ensure compliance with all laws related to the interactive process. E Coordinate property and liability insurance for the District; complete quote information for self-insurance; prepare lists of liability cases for the Board; report on and investigate accidents in the District; coordinate claims activities including liaison with claimants, insurance carriers, attorneys, and other agencies; complete coverage certificates, applications and other related documents as needed; administer insurance for outside groups for District facility use and school booster organizations. E Maintains and implements district facilities access; master keys, and individual security codes and access. E Coordinate and collaborate on the implementation of district-wide disaster and safety programs. Implement and monitor the completion of safety-related work orders. E Coordinate the District's loss prevention program, including investigation of accidents, safety inspections, and recommendations to avoid recurrence; drive a vehicle to various District sites to conduct inspections. E Compile comparative data of various plans for student and pre-school insurance purchases; notify parents of student accident insurance available through the district. E Schedule and communicate as-necessary pesticide use informational bulletins and notify students, parents, and employees of use in accordance with state and federal laws; collect requests for notification of pesticide usage. E Coordinate the district's Pull Record driving program with the California Department of Motor Vehicles. E Review purchase orders and requests for playground and school equipment to assure purchases conform to safety standards; arrange for inspection by Certified Playground Inspector prior to opening the school playground. E Collect chemical inventories from sites; arrange for chemical disposal, prepare plans and various reports related to hazardous materials and inspections; arrange for annual asbestos training for staff, yearly respirator physicals for staff, and respirator fit testing.

E Note:

At the end of some of the duty statements there is an italicized " E " which identifies essential duties required of the classification. This is strictly for use in compliance with the Americans with Disabilities Act.

KNOWLEDGE AND ABILITIES KNOWLEDGE OF

Principles, practices, and trends pertaining to risk management, employee benefit programs, leaves, and employee record retention systems. Legal mandates, policies, regulations, and guidelines regarding workers' compensation, employee insurance, safety, and employee archive records. American Society for Testing Materials/Consumer Product Safety Commission (ASTM/CPSC) playground safety guidelines. California Occupational, Safety and Health Administration (Cal OSHA) standards and guidelines. Research and analysis methods, procedures, techniques, and technical writing style and formatting.

ABILITY TO

Effectively and efficiently organize, coordinate, and direct a risk management and loss prevention program. Interpret and apply legal mandates, policies, regulations, and guidelines pertaining to employee benefit, employee record retention, and safety programs. Perform research and prepare clear and concise management reports. Plan, organize and influence the action of others toward the improvement of health and safety practices. Communicate effectively in oral and written form. Understand and carry out oral and written directions. Establish and maintain cooperative working relationships. Utilize current technology to effectively communicate and interpret data.

EDUCATION AND EXPERIENCE

Graduation from high school supplemented by two years of college-level coursework in accounting, business administration or related field is required. - An associate of Arts degree in Business or related field is preferred. Minimum of three years of technical experience in insurance, liability, benefits administration and risk management.

LICENSES AND OTHER REQUIREMENTS

Risk Management Certification preferred Valid Driver's license

WORKING CONDITIONS

ENVIRONMENT:

Office environment. Driving a vehicle to conduct work

PHYSICAL ABILITIES

Hearing and speaking to exchange information in person and on the telephone. Seeing to read a variety of materials. Dexterity of hands and fingers to operate a computer keyboard. Sitting for extended periods of time.

AMERICANS WITH DISABILITIES ACT

Persons with certain disabilities may be capable of performing the essential duties of this class with or without reasonable accommodation, depending on the nature of the disability.