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 Mail
•
Mail monthly installment invoices to clients
•
Policies:
•
Prepare policy for policy checking by:
•
Confirming all necessary documents are in file
•
Creating policy checking request form.
•
Sending task to policy checkers
•
When 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/Reinstatements
•
File and Prepare for CA/CM. Update task to note policy with cancellation date.
•
Certificates:
•
Complete daily cert requests
•
Date off holders
•
Sagitta:
•
Add New Prospects and Clients
•
Update policy data
•
Issue Auto ID Cards
•
Create Applications
•
Manage the set up and use of the teams iPads.
•
Create Schedules of Insurance as requested
•
Handle 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
#MMABI
Benefits
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.