Client Analyst

Marsh McLennan•Aliso Viejo, CA

1d•$41,200 - $76,800•Onsite

About The Position

Provide support for Client Administrators and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures. This role involves assisting with account servicing, processing various policy-related documents, managing client data, and utilizing agency technology systems.

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

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.
Process New Mail.
Mail monthly installment invoices to clients.
Prepare policy for policy checking by confirming all necessary documents are in file, creating policy checking request form, sending task to policy checkers, and processing the policy to the client upon successful checking or addressing errors.
Review endorsements for accuracy, send correct endorsements to clients with explanatory emails, and process requests for correction if errors are found.
Follow-up with accounting for return premium checks 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.
File and Prepare Cancellations/Reinstatements for CA/CM and 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 with more experience.
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.