Client Analyst - Business Insurance

Marsh McLennan•San Diego, CA

3d•$41,200 - $76,800

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 supports client account maintenance, policy and document processing, invoicing, renewals, and marketing preparation while developing familiarity with insurance processes and systems. The position requires maintaining effective working relationships with associates and clients and working accurately across multiple tasks and changing priorities.

Requirements

A bachelor’s degree, or ability to receive the degree within two to three months, or a minimum of 1–2 years of property and casualty industry experience showing increasing responsibility directly related to the duties.
Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors license.
Achieve an AAI 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.
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 associate client managers with account servicing, file maintenance, and day-to-day tasks as experience and familiarity with processes and procedures develop.
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.
Create certificate notebooks and 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 the policy to the client administrator.
Set up original policies in binders.
Draft summaries of insurance for client administrator review.
Verify endorsements, prepare invoices, transmit signed copies to clients, and close the 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 business marketing.
Set up marketing folders and renewal workflow schedules.
Set up renewal policy files in Epic.
Gather and confirm new and renewal business information through telephone and email contact with underwriters and clients.
Become proficient in technology systems, software, and tools such as Epic, bar coding, and scanning.
Establish and maintain positive and effective working relationships with associates and clients.