Client Analyst

Marsh McLennan•San Diego, CA

4d•$41,200 - $76,800•Onsite

About The Position

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.

Requirements

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
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.

Nice To Haves

Willingness to pursue continuing education in the form of insurance designations and professional development training.

Responsibilities

Process New Mail
Mail monthly installment invoices to clients
Prepare policy for policy checking
Review endorsements for accuracy
Process request for correction for endorsements
Follow-up with accounting for checks
Follow-up with Carriers/Wholesalers for completion of endorsements
Bill as necessary within agency defined timeline
File and Prepare Cancellations/Reinstatements for CA/CM
Update task to note policy with cancellation date
Complete daily cert requests
Date off holders
Add New Prospects and Clients in Sagitta
Update policy data in Sagitta
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
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