Client Administrator

MMC; San Diego (CA); On-site; USD 49,000 - 91,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K and retirement programs

Employee assistance programs

Job summary

Marsh & McLennan (MMC) in San Diego is seeking a Client Administrator to support Client Executives by maintaining Business Insurance policies and handling related paperwork in accordance with the procedures manual and the Director, Client Services.

The role requires a bachelor's degree or 2–5 years of industry experience, familiarity with insurance terminology, and a CA license. Proficiency in MS Office and ImageRight is essential. A competitive rewards package is offered.

Qualifications

• Bachelor's degree or 2–5 years industry experience directly related to duties.
• Good understanding of insurance terminology and broker functions.
• Experience at Marsh & McLennan preferred.
• Valid unrestricted California Fire & Casualty Solicitors License.
• Willingness to pursue advanced insurance designations and continuing education.
• Proficiency with MS Office (Word, Excel and Outlook).
• Attention to detail and clear communication in writing and speaking.

Responsibilities

• Process paperwork for new and renewal business and related documents.
• Review loss runs and claim status reports.
• Order missing loss runs as needed for marketing submissions.
• Prepare Summary of Insurance.
• Maintain client files and effective internal communications.
• File all documentation in ImageRight per guidelines.
• Manage tasks within ImageRight.
• Participate in Errors & Omissions audits.
• Establish positive working relations with associates and clients.
• Perform account reconciliation.

Skills

Verbal and written communication

Organization and multitasking

Attention to detail

Problem solving

Education

Bachelor's degree

2–5 years industry experience

CA Fire & Casualty Solicitors License

Tools

ImageRight

MS Office (Word, Excel, Outlook)

Job description

Summary

The primary focus of the Client Administrator 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 submissionBindersCertificates of InsurancePoliciesInvoicesFinance AgreementsEndorsementsAuditsPerform 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 dutiesA 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.

#MMAWest#MMABI#LI-DNI

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.