Job Details

Department: Business Insurance

Status: Non-Exempt

Summary

Provide support for Client Administrators in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.

Essential Duties & Responsibilities

• Assist Client Administrator 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 client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits.
  • Ordering and reviewing loss run and claim status reports.
  • Documenting client files regarding action items, follow up of outstanding issues, and completed tasks.
  • Complete applications as needed.
  • Create certificate notebooks.
  • Managing expiration lists.
• Process incoming mail to include policies, endorsements, invoices, loss control reports and Loss Runs.
  • Verify items needed to check incoming policies are available in ImageRight prior to providing the policy to the Client Administrator.
  • Set up original policies in binders.
  • Draft a Summary of Insurance for the Client Administrator to review.
  • Verify that Endorsements are accurate, prepare the invoice, transmit a signed copy to the client and close the corresponding diary entry in ImageRight.
  • File monthly installment and direct bill invoices, loss runs, and loss control reports.
• Assist Client Administrator in handling business after the sale has been made and preparing for the marketing of renewal business.
  • Set up marketing folders and renewal workflow schedules.
  • Set up renewal policy files in ImageRight.
  • Gather and confirm information regarding new and renewal business through telephone and email contact with underwriters and clients.
• Become proficient in the use of technology systems, software and tools such as ImageRight, Bar Coding and Scanning used to perform duties.
• Establish and maintain positive and effective working relations with other Associates and clients.

Education and/or Experience

• 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 designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
• 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.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.

The applicable base salary range for this role is $40,200 to $74,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.#J-18808-Ljbffr