Client Administrator

3 weeks ago


Tucson, United States Clark Insurance Full time

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 insurance experience


* 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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