Insurance Client Analyst - Admin & Renewal Specialist

Careerwebsite; Sacramento, Northern (CA, KY); Hybrid; USD 41,000 - 77,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K retirement programs

Employee assistance programs

Job summary

Careerwebsite provides support to client administrators servicing all lines of business insurance. The role emphasizes file maintenance, invoicing, endorsements, certificates, binders, policies, and audits with careful attention to detail.

Responsibilities include handling renewal workflows, loss run reviews, and correspondence with underwriters and clients while maintaining accurate records and timely follow-ups.

Qualifications

• Bachelor's degree or ability to obtain within 2–3 months, with 1–2 years P&C experience.
• Valid California Fire & Casualty Solicitors license required.
• AAI designation and willingness to pursue additional designations.
• Proficiency with Microsoft Office (Word, Excel, Outlook).

Responsibilities

• Provide service to client administrators and support file maintenance and day-to-day tasks.
• Process client invoices, endorsements, certificates, binders, policies, finance agreements and audits.
• Review loss run and claim status reports; manage expiration lists.
• Document client files with follow-ups, action items and completed tasks.
• Set up and review renewal files, marketing folders and renewal workflows.
• Coordinate information with underwriters and clients via phone and email.

Skills

Attention to detail

Multitasking

Education

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

California Fire & Casualty Solicitors license

AAI designation

Tools

Microsoft Office

Job description

Careerwebsite provides support to client administrators servicing all lines of business insurance. The role emphasizes file maintenance, invoicing, endorsements, certificates, binders, policies, and audits with careful attention to detail.

Responsibilities include handling renewal workflows, loss run reviews, and correspondence with underwriters and clients while maintaining accurate records and timely follow-ups.