
51 - 200 employees
Founded 2014
⚕️ Healthcare Insurance
☁️ SaaS
🤝 B2B
Healthcare Insurance • SaaS • B2B
Whiteboard Risk & Insurance Solutions is a company that provides a comprehensive workers' compensation management platform and in-house services to help businesses reduce claims, lower X Mod and premiums, and streamline injury response. Their offering combines a modern software platform with 24/7 mobile triage (bilingual technicians), proactive fraud defense, claims guidance, carrier audits that recover retroactive premium reimbursements, and customized training and protocols. They primarily serve employers and brokers looking to improve outcomes and lower workers' compensation costs.
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51 - 200 employees
Founded 2014
⚕️ Healthcare Insurance
☁️ SaaS
🤝 B2B
Healthcare Insurance • SaaS • B2B
Whiteboard Risk & Insurance Solutions is a company that provides a comprehensive workers' compensation management platform and in-house services to help businesses reduce claims, lower X Mod and premiums, and streamline injury response. Their offering combines a modern software platform with 24/7 mobile triage (bilingual technicians), proactive fraud defense, claims guidance, carrier audits that recover retroactive premium reimbursements, and customized training and protocols. They primarily serve employers and brokers looking to improve outcomes and lower workers' compensation costs.
• Serve as the central intake point for new incidents, calls, and report-only submissions • Dispatch technicians, coordinate telephonic support, and escalate cases as needed • Enter, update, and maintain accurate case information and documentation in Salesforce • Track case progression from initial report through claim conversion • Ensure all required reporting forms and documentation are completed and properly filed • Communicate case updates, outcomes, and next steps to clients, claims managers, and internal teams • Monitor open items, follow up on outstanding tasks, and flag delays or issues for escalation • Coordinate scheduling, transportation, and follow-ups for injured employees • Track authorizations, referrals, and approvals, ensuring timely communication of updates • Support communication between employees, clinics, and internal teams • Assist employees with general questions and direct them to appropriate resources • Support client onboarding, training coordination, and ongoing account updates • Maintain organized records, including work status reports and supporting documentation • Assist with clinic coordination and provider availability as needed • Support internal teams with case setup, policy updates, and reporting requirements
• 2+ years of experience in a dispatch, coordination, administrative, or operations-focused role • Experience in insurance, workers’ compensation, healthcare coordination, or a similar environment preferred • Strong organizational skills with the ability to manage multiple cases and priorities simultaneously • Clear and professional communication skills, both written and verbal • Detail-oriented with strong follow-through and accountability • Experience with Salesforce or similar systems preferred • Proficiency in Microsoft Office and standard business tools
• Health Insurance We offer comprehensive healthcare for you and your family • Dental & Vision Insurance We provide comprehensive dental & vision for you and your family • Health & Wellness We offer resources for you to maintain your physical health and emotional balance • Paid Time Off We give every employee the time they need to keep doing great work • 401k We offer contribution matching so you can start planning ahead • Great Company Culture We are a diverse team with unique talents driven by our commitment to do great work
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