Client Analyst - Commercial Insurance

RiseMe; Aliso Viejo (CA); On-site; USD 41,000 - 77,000; Full time

Job summary

RiseMe in California is seeking an organized client service professional to support client administrators handling all lines of business insurance. You will manage file maintenance, invoicing, endorsements, and renewals, while coordinating with underwriters and clients.

The role emphasizes accuracy, attention to detail, and proficiency with Imageright and MS Office; bachelor’s or equivalent and California Fire & Casualty license required, with AAI designation encouraged.

Qualifications

• Bachelor's degree or ability to receive the degree within two to three months, or 1–2 years P&C experience.
• Obtain and maintain a valid California Fire & Casualty Solicitors license.
• AAI designation and willingness to pursue continuing education.
• Proficient with Microsoft Office software.
• Maintain high attention to detail while multi-tasking with changing priorities.

Responsibilities

• Process client invoices, endorsements, certificates, binders, policies and audits.
• Assist in renewals, marketing folders, and renewal workflow setup.
• Gather information from underwriters and clients via telephone and email.
• Set up renewal policy files in the system and prepare summaries for review.
• Maintain and file documents, diaries, and related tasks in Imageright.

Skills

Attention to detail

Communication

Customer service

Education

Bachelor's degree or ready to obtain in 2–3 months

California Fire & Casualty Solicitors license

AAI designation

Tools

Imageright

Microsoft Office (Word, Excel, Outlook)

Bar coding & scanning

Job description

Summary:

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

Essential Duties & Responsibilities:

Assist client administrator 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 imageright 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 imageright.
• 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 imageright.
• 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 imageright, 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.

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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.