Senior Client Analyst

Marsh McLennan•San Diego, CA

6d•Onsite

About The Position

The Senior Client Analyst provides technical support to Client Managers and clients in maintaining Business Insurance policies, adhering to the objectives and procedures outlined in the Business Insurance Procedures Manual and by the Director of Private Company. This role is designed for educational and support purposes, aiming to prepare the individual to become a Client Manager in the future.

Requirements

Successful work history to include 3-5 years experience in a professional office setting directly related to job responsibilities specified above
Proficiency with personal computers and Microsoft Office applications (i.e., Word, Excel and PowerPoint) with the ability to operate standard office equipment is required
Skill in organizing resources and establishing priorities
Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form
Demonstrated ability to develop, plan, and implement short- and long-range goals
Achieve an AAI designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training
Maintain a valid, unrestricted California Life & Disability Property & Casualty License and meet continuing education requirements

Nice To Haves

Secondary education such as associate or bachelor degree preferred

Responsibilities

Assist in obtaining paperwork for new and renewal business for Client Managers to include: Applications and other documents required for submission, Re-marketing Renewals, Binders, Certificates of Insurance, Notices of Cancellation to Insureds, Policies, Invoices, Endorsements, Audits
Perform account reconciliation
Prepare Summary of Insurance
Have good verbal and written communication skills for both client and internal communication
Maintain client files - File all documentation in ImageRight per filing guidelines
Participate in Errors & Omission audits as needed
Establish and maintain positive and effective working relations with other Associates and clients