About this role
Provide support for Senior Client Analysts and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.
Essential Duties & Responsibilities
• Assist Client Administrators and Managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved. • Mail: • Process New Mail • Mail monthly installment invoices to clients
• Policies: • Prepare policy for policy checking by: • Confirming all necessary documents are in file • Creating policy checking request form. • Sending task to policy checkers • When checked policy is returned, if no errors, process the policy to the client. • If errors, process policy to client once CA/CM has addressed the errors or requested that the policy be sent pending review.
• Endorsements: • Review endorsements for accuracy. If correct, send to client with explanatory email. If errors, process request for correction. • If endorsement has return premium request check from accounting. Follow-up with accounting for check if not received in a timely manner. • Follow-up with Carriers/Wholesalers for completion of endorsements. • Bill as necessary within agency defined timeline as outlined in procedures.
• Cancellations/Reinstatements • File and Prepare for CA/CM. Update task to note policy with cancellation date.
• Certificates: • Complete daily cert requests • Date off holders
• Sagitta: • Add New Prospects and Clients • Update policy data • Issue Auto ID Cards • Create Applications
• Manage the set up and use of the teams iPads. • Create Schedules of Insurance as requested • Handle Special Projects as requested. • With more experience, assist in the processing of Final Audits.
• Become proficient in the use of technology systems, software and tools such as ImageRight, and Sagitta. • Establish and maintain positive and effective working relations with other Associates and clients.
Education and/or Experience
• A bachelor’s degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry Property & Casualty experience showing increasing responsibility directly related to the performance of the above duties is required. • Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors License. • Achieve an AAI, AINS or INS designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training. • Proficient with 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.
Work Environment & Physical Demands
• 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, and telephones. • Work is performed in a typical interior/office work environment.
#MMABI #MMAwest #LI-DNI
The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.