Client Analyst

Marsh McLennan•Aliso Viejo, CA

4d•$41,200 - $76,800

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 servicing and day-to-day processes, including mail, policy preparation and delivery, endorsements, cancellations and reinstatements, certificates, and client and policy data in Sagitta. The Client Analyst also manages the setup and use of team iPads, prepares schedules of insurance, handles special projects, and, with additional experience, assists with processing final audits. The role requires proficiency with technology systems and tools such as ImageRight and Sagitta, attention to detail while managing multiple tasks and changing priorities, and positive working relationships with colleagues and clients. Work is performed in a typical interior office environment.

Requirements

A bachelor's degree, or the ability to receive the 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 demonstrate willingness 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.
Ability to use a computer keyboard, sit in a stationary position for extended periods, and use office machinery such as fax and copy machines and telephones.

Responsibilities

Assist Client Administrators and Client Managers with account servicing and file maintenance as experience with processes and procedures develops.
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 sending tasks to policy checkers.
Process checked policies to clients when there are no errors; when errors are found, send policies after the Client Administrator or Client Manager has addressed them or requested that the policy be sent pending review.
Review endorsements for accuracy, send correct endorsements to clients with explanatory emails, and request corrections when errors are identified.
Follow up with accounting regarding return-premium checks and with carriers or wholesalers to complete endorsements.
Bill as necessary within agency-defined timelines and procedures.
File and prepare cancellations and reinstatements for the Client Administrator or Client Manager, and update tasks to note policy cancellation dates.
Complete daily certificate requests and date off holders.
Use Sagitta to add 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 with processing final audits.
Establish and maintain positive and effective working relationships with colleagues and clients.