Client Administrator

Marsh McLennan; Oregon; Híbrido; USD 41 000 - 77 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Generous time off

Tuition reimbursement

Charitable contribution match

Stock purchase opportunities

Health and welfare benefits

Resumo da oferta

Leadbetter is seeking a Client Administrator I to support Client Executives and clients in maintaining insurance policies according to the Business Insurance manual. The role involves processing new and renewal paperwork, managing policies, invoices, endorsements, and audits, with strong emphasis on accuracy and customer service.

Proficiency in EPIC and Indio is expected, along with pursuing relevant insurance licenses and designations.

Qualificações

• A high school diploma and 1-2 years insurance related experience or professional office experience
• Must be proficient in Microsoft Office (Word, Excel, Outlook)
• Strong oral and written communication skills and the ability to work with all levels of staff
• Strong customer service orientation

Responsabilidades

• Process paperwork for new and renewal business including prep Acord forms and documents
• Maintain client level details in agency management system
• Binderso Management and production of renewal certificates
• Policies, Invoices, Finance agreements, Endorsements, Audit
• Assist in final audits and account reconciliation
• Become proficient in EPIC and Indio
• Establish and maintain positive working relations with associates and clients

Conhecimentos

Attention to detail

Oral and written communication

Customer service orientation

Multitasking

Insurance knowledge

Formação académica

High school diploma

Alaska Business Insurance License

Surplus Lines License

AINS or INS designation

Ferramentas

EPIC

Indio

Descrição da oferta de emprego

CLIENT ADMINISTRATOR I

DEPARTMENT: BUSINESS INSURANCE

LOCATION: ANCHORAGE, ALASKA (Remote or On-site)

STATUS: NON-EXEMPT

As a Client Administrator on the Leadbetter team, the primary focus is to provide technical support to Client Executives and to clients in maintaining insurance policies in accordance with the objectives and procedures outlined by the Business Insurance manual and by the Director of Client Services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Process paperwork for new and renewal business to include:
  • Prep Acord forms and other documents required for submission
  • Maintain client level details in agency management system
  • Binderso Management and production of renewal certificates
  • Policies
  • Invoices
  • Finance agreement
  • Endorsement
  • Audit
  • Perform account reconciliation
• Assist in the processing of final audits.
• Become proficient in the use of technology systems, software, and tools such as EPIC and Indio.
• Establish and maintain positive and effective working relations with other associates and clients.

EDUCATION AND/OR EXPERIENCE

• A high school diploma and 1-2 years insurance related experience or professional office experience
• Obtain and maintain a valid Alaska Business Insurance License
• Obtain a Surplus Lines License in the first 2 years
• Achieve an AINS or INS Designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training
• Must be proficient in 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
• Strong oral and written communication skills and the ability to work with all levels of staff
• Strong customer service orientation (internal customer focus)

VALUABLE BENEFITS

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

The applicable base salary range for this role is $41,200 to $76,800.

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.

Applications will be accepted until:February 1, 2027