Associate Client Manager - Commercial Insurance in San Diego

Energy Jobline ZR; San Diego (CA); On-site; USD 29,000 - 62,000; Full time

Benefits offered by this job

Health and welfare

Tuition assistance

401K

Employee assistance program

Domestic partnership benefits

Career mobility

Employee network groups

Volunteer opportunities

Other programs

Job summary

Marsh & McLennan Agency is seeking an Associate Client Manager to provide technical support to Client Executives and clients, maintaining Business Insurance policies in line with procedures. The role involves preparing documents, managing filings, and coordinating with internal teams to ensure accurate policy administration.

Required is a bachelor's degree (or 2–5 years in the field), knowledge of insurance terminology, and strong MS Office skills.

Qualifications

• Bachelor's degree required, or 2–5 years industry experience with increasing responsibility
• Solid understanding of insurance terminology and broker functions
• Possession and maintenance of a valid unrestricted CA Fire & Casualty License; pursuing designations
• Proficiency with MS Office (Word, Excel, Outlook)

Responsibilities

• Process paperwork for new and renewal business, including applications and submission documents
• Prepare binders, Certificates of Insurance, policies, invoices, and finance agreements
• Handle endorsements, audits, and loss run reviews; order updates as needed
• Maintain and file client records; ensure documentation in ImageRight per guidelines
• Manage tasks in ImageRight and participate in E&O audits
• Establish positive relationships with associates and clients

Skills

Verbal & written communication

Attention to detail

Task prioritization

Problem solving

Education

Bachelor's degree

California Fire & Casualty License

Tools

MS Office (Word, Excel, Outlook)

Job description

Job Description

The primary focus of the Associate Client Manager 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 Lice nse.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.

The applicable hourly rate range for this role is $21.05 to $44.92. The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.

Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including:

• health and welfare
• tuition assistance
• 401K
• employee assistance program
• domestic partnership benefits
• career mobility
• employee network groups
• volunteer opportunities
• and other programs.

For more information about our company, please visit us at: http://marshmma.com/careers.

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