Client Administrator
3 weeks ago
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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