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Marsh McLennan Agency · 1 day ago

Client Administrator - Commercial Insurance

San Diego, CA

Full-time

Onsite

Entry, Mid Level

$21.05/hr - $44.92/hr

2+ years exp

Marsh McLennan Agency is seeking a Client Administrator to provide technical support to Client Executives and clients in maintaining Business Insurance policies. The role involves processing paperwork, managing client files, and ensuring effective communication with clients and internal teams.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Hiring Manager

Claudia Jenkins

Responsibilities

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

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

Have good verbal and written communication skills for both client and internal communication

Maintain client files

File all documentation in ImageRight per regions filing guidelines

Manage Tasks within ImageRight

Participate in Errors & Omission audits

Establish and maintain positive and effective working relations with other Associates and clients

Qualification

Insurance terminologyCalifornia Fire & Casualty LicenseMS Office proficiencyAttention to detailVerbal communicationWritten communication

Required

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

Have good verbal and written communication skills for both client and internal communication

Benefits

Health and welfare

Tuition assistance

401K

Employee assistance program

Domestic partnership benefits

Career mobility

Employee network groups

Volunteer opportunities

Other programs

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees