Client Analyst

Marsh McLennan•Aliso Viejo, CA

About The Position

The Client Analyst supports Client Administrators and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures. The role assists with account service and day-to-day administrative tasks, including processing mail and invoices, preparing and checking policies, reviewing endorsements, handling cancellations and reinstatements, and completing certificate requests. The Client Analyst also maintains client and policy data, issues auto ID cards, creates applications and insurance schedules, helps manage team iPads, and handles special projects. With additional experience, the role may assist with processing final audits. The position requires proficiency with the organization’s technology systems and tools, including ImageRight and Sagitta, and the ability to maintain positive working relationships with associates and clients. The role requires a bachelor’s degree or the ability to receive one within two to three months, or at least 1–2 years of relevant Property & Casualty industry experience with increasing responsibility. The employee must obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors License, achieve an AAI, AINS, or INS designation, and be willing to pursue continuing education and professional development. Proficiency with Microsoft Word, Excel, and Outlook and strong attention to detail while managing multiple tasks and changing priorities are also required. Work is performed in a typical interior office environment. The position involves using a computer keyboard, remaining stationary for extended periods, and operating office equipment such as fax and copy machines and telephones. The applicable base salary range is $41,200 to $76,800. The position may also be eligible for performance-based incentives. The company offers health and welfare benefits, tuition assistance, 401(k) savings and other retirement programs, and employee assistance programs.

Requirements

A bachelor’s degree, the ability to receive a bachelor’s degree within two to three months, or a minimum of 1–2 years of Property & Casualty industry experience with increasing responsibility directly related to the duties.
Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors License.
Achieve an AAI, AINS, or INS designation and be willing to pursue continuing education through insurance designations and professional development training.
Proficiency with Microsoft Office software, including Word, Excel, and Outlook.
High attention to detail while working at a varying pace, managing multiple tasks, and adjusting priorities.

Responsibilities

Assist Client Administrators and Client Managers with account service and day-to-day tasks as experience and familiarity with processes and procedures develop.
Process new mail and mail monthly installment invoices to clients.
Prepare policies for checking by confirming required documents are in the file, creating policy-checking request forms, and assigning tasks to policy checkers.
Process checked policies to clients when there are no errors, or after Client Administrators or Client Managers address errors or request that policies be sent pending review.
Review endorsements for accuracy; send correct endorsements to clients with explanatory emails and request corrections when errors are found.
Follow up with accounting regarding return-premium checks and follow up with carriers or wholesalers to complete endorsements.
Bill as necessary within agency-defined timelines and procedures.
File and prepare cancellations and reinstatements for Client Administrators or Client Managers, and update tasks with policy cancellation dates.
Complete daily certificate requests and date off holders.
Use Sagitta to add new prospects and clients, update policy data, issue auto ID cards, and create applications.
Manage the setup and use of the team’s iPads.
Create schedules of insurance as requested and handle special projects as requested.
With more experience, assist in processing final audits.
Become proficient in technology systems, software, and tools such as ImageRight and Sagitta.
Establish and maintain positive and effective working relationships with associates and clients.