- Process paperwork for new and renewal business to include:
- Applications and other documents required for a submission
- Binders
- Certificates of Insurance
- Policies
- Invoices
- Finance Agreements
- Endorsements
- Audits
- Perform account reconciliation.
- Review Loss Runs and Claim Status Reports. Order any missing loss runs or request updated loss runs as needed for marketing submission.
- Prepare Summary Of Insurance.
- Have good verbal and written communication skills for both client and internal communication.
- Maintain client files.
- File all documentation in ImageRight per regions filing guidelines.
- Manage Tasks within ImageRight.
- Participate in Errors & Omission audits.
- Establish and maintain positive and effective working relations with other Associates and clients.
- A bachelor's degree is required, or a minimum of 2 – 5 years industry experience showing increasing responsibility directly related to the performance of the above duties
- A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance insurance.
- Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Marsh & McLennan.
- Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License.
- Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
- Proficiency with MS Office software (i.e., Word, Excel and Outlook).
- Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
- Strong attention to detail.
- 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 environment.
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Client Administrator
1 week ago
Marsh & McLennan Companies, Inc. San Diego, United StatesOf Insurance. Have good verbal and written communication skills for both client and internal communication. Maintain client files. File all documentation in Image. Right per regions filing guidelines. Manage Tasks within Image. Right. Participate Administrator, Client, Insurance, ...
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Client Administrator
1 week ago
Clark Insurance San Diego, United StatesCompany: · Marsh McLennan Agency · Description: · The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by th ...
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ComForCare Home Health Care (North San Diego) San Diego, United States**Benefits**: · - Competitive Payrate · - Opportunity for advancement · - Training & development · **ComForCare Home Care North San Diego** · **Administrative Assistant Position Summary** · Our home care agency is seeking a detail-oriented and organized Administrative Assistant t ...
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Hilber Psychological Services San Diego, United States**About Us** · Hilber Psychological Services is a mental health group practice providing evidenced-based psychotherapy services to children, teens, adults, couples and families who may struggle with a variety of mental health issues. · **Role Overview** · Administrator/Care Coord ...
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Benefit Service Associate
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Marsh McLennan Agency San Diego, United States**Benefit Service Associate**: · **DEPARTMENT**:EMPLOYEE HEALTH & BENEFITS** STATUS**:NON-EXEMPT**: · **REPORTS TO**:CLIENT SERVICE EXECUTIVE**: · **SUMMARY**: · Under direct supervision of the Client Service Executive, provide administrative and project support to client service ...
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Office Project Coordinator
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Vert Environmental @ San Diego San Diego, United States**Project Coordinator** · Vert Environmental has a project coordinator opportunity This opportunity is a leadership role in our company with a lot of room to grow professionally, financially, and personally Our Project Coordinator works closely with all of our teams. In this posi ...
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Family Advocacy Program Assistant
1 day ago
US Commander, Navy Installations San Diego, United States**Duties**: · **Incident Determination Committee Meeting Duties and Responsibilities** · - Assists Family Advocacy Representative (FAR) and/or Clinical Supervisor with coordinating Incident Determination Committee (IDC) meetings; develops meeting agenda based on monthly cases pre ...
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Front Desk Programs Coordinator
1 week ago
Hamilton Education San Diego, United StatesHamilton Education is a skills-based, educational consulting company that helps students find the best path to the best colleges. We provide personalized college advising, tutoring, and test preparation, building meaningful relationships with students and their families. We are s ...
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Hutchinson & Bloodgood LLP San Diego, United StatesAre you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their financial, tax, and business aspects? Are you seeking a collaborative, innovative, and fulfilling work environment where you ...
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Esquire Deposition Solutions San Diego, United StatesSupport building a base of clients for life by demonstrating ownership of the in-office client experience · - Provide administrative support for the office operations team, sales team members, and service partners · - Maintain all aspects of the office environment to a level that ...
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Human Longevity, Inc. San Diego, United States**Front Office Associate** · **About Human Longevity Inc.** · Human Longevity, Inc. (HLI), is a privately held human health information technology and health care company founded by pioneers in the fields of genomics and stem cell therapy to revolutionize human health and the pra ...
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Lan Nguyen, D.O. San Diego, United States'''Duties''' · - Greet and assist visitors, patients, and clients in a professional and friendly manner · - Answer phone calls, take messages, and redirect calls as necessary · - Schedule appointments and maintain calendars for multiple staff members · - Perform general clerical ...
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Point Loma Nazarene University San Diego, United States**Benefits**: · We are pleased to offer attractive benefits and resources. This includes benefits such as health, dental, tuition benefits for employees and dependents, competitive retirement matching, vacation and sick time, and 15 paid holidays per year. In addition, we have ma ...
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Clerical & Admin Specialist I
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Northstar Memorial Group San Diego, United StatesNorthStar Memorial Group is seeking a Clerical & Admin Specialist at Greenwood in San Diego,CA. Our administrative teams assume the crucial role of ensuring seamless operations throughout every stage of the delicate client family life cycle, from the initial meeting with families ...
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Client Care Coordinator for
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Visiting Angels San Diego, United StatesThe Client Care Coordinator is responsible for the day-to-day scheduling and coordinating of caregivers, taking client inquiries, performing non-medical in home assessments, introducing care staff to clients and resolving issues that may arise amongst the client and their staff. ...
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Executive Assistant
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Forever Builders San Diego, United States**Responsibilities include but aren't limited to**: · - Serve as the point person for all potential clients/leads. · - Follow up with potential clients/leads. · - Follow up with each project manager regarding their meetings/leads. · - Schedule meetings, appointments, services, et ...
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Client Administrator - San Diego, United States - Marsh McLennan Agency
Description
The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services.
Essential Duties & Responsibilities
Education and/or Experience
Work Environment & Physical Demands
The applicable hourly rate range for this role is $21.05 to $44.92.
The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:
#MMABI
#LI-DNI
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