Client Administrator - Commercial Insurance
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Job Description
Company:
Marsh McLennan Agency
Description:
Position Overview
The Client Administrator assists in supporting the day-to-day service to our clients or carriers at the direction of the Client Managers and/or department manager.
Principal Duties and Responsibilities
Process changes to the policies at the direction of the Client Manager, to be sent to the carrier
Process, invoice (carry out billing procedures) and deliver to the client endorsements, cancellations, audits, etc. at the request and direction of the Client Manager
Follow operating procedures related to file and record maintenance procedures; carry out billing procedures for renewal policies; comply with applicable insurance regulations
May review policies received from carriers to ensure conformance to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications
Order policies and other insurance documents required to meet minimum standards from Insurance carriers at the request and direction of the Client Manager
May assist in updating client's loss history; collecting and compiling updated information on client exposures; and preparing schedules of insurance coverage and correspondences on routine insurance matters
May update applications and schedules (vehicles, drivers, equipment, etc.) at the request and direction of the Client Manager
May rate and issue company specific endorsements
Conduct all business in accordance with established policies and procedures
Other duties as assigned
Knowledge, Skills and Abilities
Required:
High School Diploma or GED
1+ years in commercial lines insurance
Ability to obtain Arizona Property/Casualty license upon hire
Ability to effectively communicate, both written and verbally, to internal and external parties
Excellent time management, organizational and multi-tasking skills with high attention to detail
Ability to build and maintain effective relationships with clients, vendors and peers
Ability to work independently and in cross-functional teams
Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)
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