Client Analyst - Business Insurance

Marsh; San Diego (CA); On-site; USD 41,000 - 77,000; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401K savings and retirement programs

Job summary

Marsh is seeking an insurance services associate to support client managers in processing policies, endorsements, invoices, and renewals in a busy property & casualty environment. You will assist with file maintenance, diary items, and renewal activities using Epic and other systems.

A California license, AAI designation, and strong MS Office skills are required. The role emphasizes accurate documentation, attention to detail, and the ability to handle multiple tasks while supporting associate

Qualifications

• Bachelor's degree or ability to obtain within 2–3 months.
• California Fire & Casualty Solicitors license.
• AAI designation and willingness to pursue continuing education in insurance designations.
• Proficient with Microsoft Office (Word, Excel, Outlook).
• High attention to detail with ability to manage multiple tasks and changing priorities.

Responsibilities

• Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits.
• Review loss run and claim status reports.
• Document client files with action items and follow-up of outstanding issues.
• Complete applications as needed.
• Create certificate notebooks.
• Manage expiration lists.

Education

Bachelor's degree or ability to obtain within two to three months

California Fire & Casualty Solicitors license

AAI designation and willingness to pursue continuing education in insurance designations

Microsoft Office proficiency (Word, Excel, Outlook)

Attention to detail and multitasking in a fast-paced environment

Tools

Epic

Bar Coding & Scanning

Microsoft Office

Job description

Company:

Description:

Provide support for associate client managers in servicing all lines of business insurance in accordance with departmental objectives and procedures.

Essential Duties & Responsibilities:

Assist associate client 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.

• Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits.
• Ordering and reviewing loss run and claim status reports.
• Documenting client files regarding action items, follow up of outstanding issues, and completed tasks.
• Complete applications as needed.
• Create certificate notebooks.
• Managing expiration lists.

Process incoming mail to include policies, endorsements, invoices, loss control reports and loss runs.

• Verify items needed to check incoming policies are available in epic prior to providing the policy to the client administrator.
• Set up original policies in binders.
• Draft a summary of insurance for the client administrator to review.
• Verify that endorsements are accurate, prepare the invoice, transmit a signed copy to the client and close the corresponding diary entry in epi.
• File monthly installment and direct bill invoices, loss runs, and loss control reports.

Assist client administrator in handling business after the sale has been made and preparing for the marketing of renewal business.

• Set up marketing folders and renewal workflow schedules.
• Set up renewal policy files in epic.
• Gather and confirm information regarding new and renewal business through telephone and email contact with underwriters and clients.
• Become proficient in the use of technology systems, software and tools such as epic, bar coding and scanning used to perform duties.
• 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 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

#MMABI

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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.