Client Analyst

ООО «ХАГЕМАЕР ГРУПП»; Aliso Viejo (CA); On-site; USD 41,000 - 77,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K

Employee assistance programs

Job summary

ООО «ХАГЕМАЕР ГРУПП» in California seeks a detail-focused Insurance Support Specialist to assist Client Administrators and Managers across all lines of Property & Casualty insurance, following department procedures. You will manage mail, invoices, policy preparation, endorsements review, cancellations and certificates, data updates, and co-ordinate with carriers.

Requires a bachelor’s degree or 1–2 years P&C experience, CA license, and willingness to pursue designations.

Qualifications

• A bachelor’s degree or ability to obtain within 2–3 months.
• 1–2 years of Property & Casualty experience.
• Valid California Fire & Casualty Solicitors License.
• AAI/AINS/INS designation and willingness to pursue education.
• Proficient with Word, Excel and Outlook.

Responsibilities

• Support Client Administrators and Managers in servicing accounts.
• Process mail, monthly invoices, policy checks and endorsements.
• Prepare policies, endorsements, cancellations and certificates as needed.
• Update policy data and assist with audits and data entry.
• Use ImageRight and Sagitta; coordinate with carriers and teams.

Skills

Attention to detail

Microsoft Office

Education

Bachelor's degree or ability to receive within 2–3 months

1–2 years Property & Casualty experience

California Fire & Casualty Solicitors License

AAI / AINS / INS designation

Tools

ImageRight

Sagitta

Microsoft Office

Job description

Summary

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

Essential Duties & Responsibilities

Assist Client Administrators and Managers 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.Mail:Process New MailMail monthly installment invoices to clientsPolicies:Prepare policy for policy checking by:Confirming all necessary documents are in fileCreating policy checking request form.Sending task to policy checkersWhen checked policy is returned, if no errors, process the policy to the client.If errors, process policy to client once CA/CM has addressed the errors or requested that the policy be sent pending review. Endorsements:Review endorsements for accuracy. If correct, send to client with explanatory email. If errors, process request for correction.If endorsement has return premium request check from accounting. Follow-up with accounting for check if not received in a timely manner.Follow-up with Carriers/Wholesalers for completion of endorsements.Bill as necessary within agency defined timeline as outlined in procedures.Cancellations/ReinstatementsFile and Prepare for CA/CM. Update task to note policy with cancellation date.Certificates:Complete daily cert requestsDate off holdersSagitta:Add New Prospects and ClientsUpdate policy dataIssue Auto ID CardsCreate ApplicationsManage the set up and use of the teams iPads.Create Schedules of Insurance as requestedHandle Special Projects as requested.With more experience, assist in the processing of Final Audits.Become proficient in the use of technology systems, software and tools such as ImageRight, and Sagitta.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, AINS or INS 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.

#MMAwest#LI-DNI#MMABIThe 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.