
Client Administrator
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Job Description
CLIENT ADMINISTRATOR I
DEPARTMENT: BONDS STATUS: NON-EXEMPT
SUMMARY:
As a Client Administrator I on the Surety team, the primary focus is to provide technical support to client managers and to clients in maintaining bonds in accordance with the objectives and procedures outlined by the client executive.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Process paperwork for new and renewal business to include:
Expiration Lists
Applications
Binders
Riders and Consents of Surety
Indemnity Agreements
Preparation of surety bonds (bid, performance, payment, and various Business Insurance bonds)
Invoices
Letters of Bond ability
Perform account and premium reconciliation.
Coordinates underwriting requests with insurance company and client
Assists in obtaining bond approvals and authorizations from insurance carrier
Maintain client files.
Image files into electronic file keeping system.
Document files with action items and their completed status.
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts clients on receivable collections.
Establish and maintain positive and effective working relations with other Associates and clients.
EDUCATION AND/OR EXPERIENCE:
- A high school diploma and 1-2 years insurance related experience or professional office experience.
- Obtain and maintain a valid Alaska Business Insurance License.
- Must be proficient in Microsoft Office software (Word, Excel, and Outlook)
- Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.
- Strong oral and written communication skills and the ability to work with all levels of staff.
- Strong customer service orientation (internal customer focus).
- Willingness to pursue advanced insurance designations and continuing education.
- Willingness to obtain Notary Public Designation
VALUABLE BENEFITS:
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
- https://www.instagram.com/lifeatmma/
- https://www.facebook.com/LifeatMMA
- https://twitter.com/LifeatMMA
- https://www.linkedin.com/company/marsh-mclennan-agency/
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
