Associate Client Manager

Sacbar; Sacramento, Northern (CA, KY); Hybrid; USD 49,000 - 91,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K savings

Employee assistance programs

Job summary

Sacbar is seeking a Senior Client Analyst to provide technical support to Client Executives and clients for maintaining Business Insurance policies in line with our Procedures Manual and directives from the Director, Client Services.

The role involves processing paperwork for new and renewal business, reviewing loss runs, preparing summaries of insurance, and maintaining client files. Strong communication, detail orientation, and MS Office proficiency are essential.

Qualifications

• Bachelor's degree or 2–5 years industry experience related to duties.
• Good understanding of insurance terminology and broker functions.
• Proficiency with MS Office (Word/Excel/Outlook).
• Strong attention to detail and ability to present results clearly.

Responsibilities

• Provide technical support to Client Executives and clients.
• Process paperwork for new and renewal business (applications, binders, certificates, policies, invoices).
• Perform account reconciliation and review loss runs/claims status for submissions.
• Maintain client files and manage documents in ImageRight.
• Participate in audits and maintain positive relationships with associates and clients.

Skills

Verbal communication

Written communication

Attention to detail

Task prioritization

Problem solving

Time management

Education

Bachelor's degree

California Fire & Casualty Solicitors License (unrestricted)

Tools

MS Office

Job description

Summary

The primary focus of the Senior Client Analyst is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services.

Essential Duties & Responsibilities

• Process paperwork for new and renewal business to include:
• Applications and other documents required for a submission
• Binders
• Certificates of Insurance
• Policies
• Invoices
• Finance Agreements
• Endorsements
• Audits
• Perform account reconciliation.
• Review Loss Runs and Claim Status Reports. Order any missing loss runs or request updated loss runs as needed for marketing submission.
• 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 regions filing guidelines.
  • Manage Tasks within ImageRight.
• Participate in Errors & Omission audits.
• Establish and maintain positive and effective working relations with other Associates and clients.

Education and/or Experience

• A bachelor's degree is required, or a minimum of 2 - 5 years industry experience showing increasing responsibility directly related to the performance of the above duties
• A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance insurance.
• Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Marsh & McLennan.
• Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License.
• Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
• Proficiency with MS Office software (i.e., Word, Excel and Outlook).
• Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
• Strong attention to detail.

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 environment.

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The applicable base salary range for this role is $49,000 to $91,300.

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.