Business Insurance Administrator

4 days ago

San Diego, California, United States Marsh McLennan Agency Full time
Job Summary

The primary focus of this role is to provide technical support to Client Executives and clients in maintaining Business Insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services.

Key Responsibilities
  • Policy Administration
    • Process paperwork for new and renewal business to include:
    • Applications and other documents required for a submission
    • Binders
    • Certificates of Insurance
    • Policies
    • Invoices
    • Finance Agreements
    • Endorsements
    • Audits
  • Account Management
    • Perform account reconciliation.
    • Review Loss Runs and Claim Status Reports. Order any missing loss runs or request updated loss runs as needed for marketing submission.
    • Prepare Summary Of Insurance.
  • Communication
    • Have good verbal and written communication skills for both client and internal communication.
  • File Management
    • Maintain client files.
    • File all documentation in ImageRight per regions filing guidelines.
  • Task Management
    • Manage Tasks within ImageRight.
  • Compliance
    • Participate in Errors & Omission audits.
  • Relationship Building
    • Establish and maintain positive and effective working relations with other Associates and clients.
Requirements
  • A bachelor's degree is required, or a minimum of 2 – 5 years industry experience showing increasing responsibility directly related to the performance of the above duties
  • A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance insurance.
  • Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Marsh & McLennan.
  • Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License.
  • Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
  • Proficiency with MS Office software (i.e., Word, Excel and Outlook).
  • Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
  • Strong attention to detail.
Work Environment
  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines.
  • Work is performed in a typical interior office environment.
Compensation

The applicable hourly rate range for this role is $21.05 to $44.92.

The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.

  • Business Insurance Administrator

    3 days ago

    San Diego, California, United States Marsh McLennan Agency Full time

    Job SummaryThe primary focus of this role is to provide technical support to Client Executives and clients in maintaining Business Insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services.Key ResponsibilitiesPolicy AdministrationProcess paperwork for new and...

  • Insurance Operations Associate

    6 days ago

    San Diego, California, United States Insurance Office of America Full time

    Job SummaryAs an Insurance Operations Associate at Insurance Office of America, you will play a vital role in supporting our account team and producers in delivering exceptional customer service and policy administration. This is a hybrid role based out of our San Diego, CA office, seeking individuals with 1-2 years of insurance experience.Key...

  • Business Insurance Service Trainee

    2 months ago

    San Diego, California, United States Marsh Full time

    Business Insurance Service TraineeDepartment: Business InsuranceStatus: non-exemptReports To: Business Insurance Trainer (San Diego)SummaryThis position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement into the Insurance Associate, Client Administrator, Client Manager and Client Executive positions,...

  • Insurance Business Development Specialist

    7 days ago

    San Mateo, California, United States PCF Insurance Full time

    Job Summary:As a Commercial Lines Producer at PCF Insurance Services, you will be responsible for maintaining and maximizing profitable relationships with commercial lines clients and growing the book of business through new client sales.Duties and Responsibilities:Identify, qualify, and develop commercial insurance opportunities with new and existing...

  • Office Administrative Coordinator

    1 week ago

    San Diego, California, United States CDC Small Business Finance Full time

    Job OverviewAbout the OrganizationCDC Small Business Finance is dedicated to enhancing community access to financial resources and opportunities aimed at tackling systemic disparities, promoting economic empowerment, and bridging the racial wealth divide. Their diverse range of services is designed to stimulate job creation, facilitate wealth accumulation,...

  • Administrative and Business Development Specialist

    3 days ago

    San Diego, California, United States TruCapital Partners Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative and Business Development Specialist to join our team at TruCapital Partners. As a key member of our team, you will be responsible for providing administrative support and contributing to the growth and development of our business.Key ResponsibilitiesAdministrative...

  • Loan Management System Administrator

    6 days ago

    San Diego, California, United States CDC Small Business Finance Full time

    Job DescriptionAbout the OrganizationCDC Small Business Finance is a leading provider of financial solutions to small businesses and entrepreneurs. Our mission is to empower economic growth and development in underserved communities by providing access to capital, training, and technical assistance.Job SummaryThe Loan Management System Administrator will...

  • Insurance Sales and Customer Support Specialist

    2 weeks ago

    San Diego, California, United States Farmers Insurance Full time

    About Our AgencyAt Farmers Insurance, we pride ourselves on delivering outstanding service and tailored insurance solutions to our valued clients. Our mission is to protect their interests and assist them in navigating the intricacies of insurance. We invite individuals who are dedicated to making a positive impact and fostering business growth to consider...

  • Commercial Insurance Account Manager Assistant

    6 days ago

    San Diego, California, United States Insurance Search Specialists Full time

    Job OverviewWe are seeking a highly skilled Commercial Insurance Account Manager Assistant to support our account management team at Insurance Search Specialists. This role is ideal for individuals looking to enhance their careers in commercial insurance, providing a supportive pathway for professional growth and development.Key ResponsibilitiesAccount...

  • Business Development Underwriter

    6 days ago

    San Diego, California, United States PURE Insurance Full time

    About the RoleThe Senior Underwriter is a key member of the underwriting team reporting to the Regional Underwriting Manager. The primary goal of this position is to profitably grow a book of business by actively partnering with brokers in our region and collaborating effectively with colleagues throughout the organization.Key ResponsibilitiesBusiness...

  • Insurance Sales and Marketing Representative

    2 weeks ago

    San Diego, California, United States Allstate Insurance Agency - Laura Anglin Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance Sales and Marketing Representative to join our team at Allstate Insurance Agency - Laura Anglin. As a key member of our team, you will play a vital role in helping us grow our business by engaging new referral sources and building strong relationships with our...

  • Commercial Insurance Placement Specialist

    7 days ago

    San Diego, California, United States World Insurance Associates LLC Full time

    Job SummaryWe are seeking a highly skilled Commercial Insurance Placement Specialist to join our team at World Insurance Associates LLC. As a key member of our insurance brokerage team, you will be responsible for coordinating placement activities on new and renewal business in support of business retention and production goals.Key ResponsibilitiesCoordinate...

  • Insurance Sales and Marketing Representative

    1 week ago

    San Diego, California, United States Allstate Insurance Agency - Laura Anglin Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance Sales and Marketing Representative to join our team at Allstate Insurance Agency - Laura Anglin. As a key member of our team, you will play a vital role in helping us grow our business by engaging new referral sources and building strong relationships with our...

  • Insurance Sales and Marketing Representative

    7 days ago

    San Diego, California, United States Allstate Insurance Agency - Laura Anglin Full time

    About the RoleWe are seeking a highly motivated and results-driven Insurance Sales and Marketing Representative to join our team at Allstate Insurance Agency - Laura Anglin. As a key member of our sales team, you will be responsible for growing our business by engaging new referral sources and building strong relationships with our customers.Key...

  • Insurance Solutions Advisor

    2 weeks ago

    San Diego, California, United States Daiju Yoshino- Farmers Insurance Agency Full time

    Become a Key Member of Our Insurance Sales TeamAre you an enthusiastic and driven individual with a desire to assist others in safeguarding their future? If so, we invite you to explore an exciting opportunity to join our team as a Licensed Insurance Sales Consultant. In this position, you will have the opportunity to positively influence the lives of...

  • Insurance Defense Litigation Attorney

    5 days ago

    San Diego, California, United States American Family Insurance Agency Staff Full time

    Job SummaryThis position provides effective legal representation, either personally or by retaining and supervising outside counsel that handles moderately complex litigation involving either the corporation and/or its insured within established corporate guidelines and the applicable code of professional responsibility.Key ResponsibilitiesHandle litigation...

  • Licensed Insurance Marketing Consultant

    2 weeks ago

    San Diego, California, United States Allstate Insurance Agency - Laura Anglin Full time

    Job OverviewJoin a reputable local insurance agency that is backed by a nationally recognized brand. As a Licensed Insurance Marketing Representative, your role will be pivotal in expanding our agency's reach by establishing and nurturing referral networks.Key ResponsibilitiesMeet weekly referral lead targets by marketing to various businesses and forming...

  • Client Advisor

    3 days ago

    San Diego, California, United States World Insurance Associates LLC Full time

    Job SummaryWe are seeking a highly motivated and experienced Client Advisor to join our team at World Insurance Associates LLC. As a Client Advisor, you will be responsible for identifying and cultivating new business opportunities with commercial clients, leveraging our unique niche and risk management solutions.Key ResponsibilitiesProspect and engage with...

  • Licensed Insurance Sales Consultant

    2 weeks ago

    San Diego, California, United States Daiju Yoshino- Farmers Insurance Agency Full time

    Become a Part of Our Team as a Licensed Insurance Sales ConsultantAre you a driven and enthusiastic professional eager to assist individuals in safeguarding their futures? If so, we invite you to explore an exciting opportunity with us as a Licensed Insurance Sales Consultant. In this position, you will have the ability to significantly influence the lives...

  • Commercial Insurance Specialist

    7 days ago

    San Jose, California, United States Insurance Search Specialists Full time

    Job DescriptionJob Summary:We are seeking a highly skilled Insurance Brokerage Executive to join our team at Insurance Search Specialists. As a key member of our commercial insurance team, you will be responsible for managing a middle market book of accounts and developing client strategies to enhance business growth.Key Responsibilities:Client Relationship...