Client Analyst - Business Insurance

Marsh McLennan•San Diego, CA

About The Position

The Client Analyst provides support to associate 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 file maintenance while building familiarity with insurance processes and procedures. It also supports client administrators with post-sale account handling and renewal marketing preparation. The position requires proficiency with technology systems, software, and tools used to perform the work, including Epic, bar coding, and scanning. The analyst establishes and maintains positive, effective working relationships with associates and clients. Work takes place in a typical interior office environment and involves extended computer use and use of office machinery.

Requirements

A bachelor's degree, or the ability to receive the degree within two to three months; alternatively, a minimum of 1–2 years of property and 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 designation.
Proficiency with Microsoft Office software, including Word, Excel, and Outlook.
Maintain high attention to detail while working at a varying pace, managing multiple tasks, and adjusting priorities.

Nice To Haves

Willingness to pursue continuing education through insurance designations and professional development training.

Responsibilities

Assist associate client managers with account service and day-to-day file maintenance as experience with processes and procedures is gained.
Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements, and audits.
Order and review loss run and claim status reports.
Document client files with action items, follow-up on outstanding issues, and completed tasks.
Complete applications as needed and create certificate notebooks.
Manage expiration lists.
Process incoming mail, including policies, endorsements, invoices, loss control reports, and loss runs.
Verify that items needed to check incoming policies are available in Epic before providing policies to the client administrator.
Set up original policies in binders.
Draft summaries of insurance for client administrator review.
Verify endorsement accuracy, prepare invoices, transmit signed copies to clients, and close corresponding diary entries in Epic.
File monthly installment and direct bill invoices, loss runs, and loss control reports.
Assist the client administrator with post-sale business handling and preparation for renewal marketing.
Set up marketing folders and renewal workflow schedules.
Set up renewal policy files in Epic.
Gather and confirm information about new and renewal business through telephone and email contact with underwriters and clients.
Become proficient in Epic, bar coding, scanning, and other technology systems, software, and tools used for the job.
Establish and maintain positive and effective working relationships with associates and clients.