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    Client Account Administrator - Allentown, United States - Gallagher Group

    Gallagher Group
    Gallagher Group Allentown, United States

    2 days ago

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    Description

    Job Description

    Job DescriptionResponsibilities
    Identify correspondence from carriers via mail or Document Retrieval and determine if further action is needed:
    o Premium confirmations, lapse notices, late notices (follow up and determine appropriate action)
    o Check and file/scan/index confirmations for Variable Universal Life, Indexed UniversalLife, Premiums, policy changes etc.
    Process premium checks & maintain premium check logs
    Monthly Cash Value ordering, follow up and distributing to service representative
    Policy Delete process
    Scan/Index policy statements
    M Financial Compliance - upload weekly scan of correspondence and complete & submit weekly journals
    Split dollar spreadsheets/illustrations under service representative's instructions
    Process Indexed Universal Life/ Variable Universal Life changes under ServiceRepresentative's instructions
    Assist Service Representatives with tasks, including but not limited to; obtaining up to date forms, completing forms, mailing or emailing to client/carriers, obtaining confirmations, address changes, policy changes, premium invoices/reminders, monthly ticklers and updating internal systems
    Run inforce illustrations and order from carriers when we cannot run or didn't write the policy
    Inforce review cover sheets and/or insurance summaries for policy reviews
    Smart Office Technician, update and maintain CRM/Client data base, monthly data feed administration, run monthly tickler report and premium check log report

    General Office Responsibilities
    Scanning, copying, mailing, faxing and filing paperwork
    Collaborate with advisor prior to meetings to determine what deliverables are required
    Prepare client ready presentations – both electronic and hard copies
    Streamline processes by creating templates/spreadsheets to maximize efficiency of workload
    Schedule appointments, events, and travel arrangements for the company
    Maintain our CRM system (Smart Office) – Input new clients, prospects, etc. and make sure to keep information up to date and accurate
    Send out mass email correspondences using Constant Contact
    Drafting meeting notes from advisor dictations
    Complete back-up duties as assigned, such as phone, mail etc.
    Support general administrative needs as necessary


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