Client Administrator - Business Insurance

About the role

The Client Administrator provides technical support to Client Managers and to clients in maintaining Business Insurance policies, in line with the Business Insurance Procedures Manual and the Director of Client Services. The role reports to the Director of Client Services and is non-exempt.

Key responsibilities

• Process paperwork for new and renewal business: applications, binders, certificates of insurance, policies, invoices, finance agreements, endorsements and audits.
• Perform account reconciliation.
• Review Loss Runs and Claim Status Reports, order missing loss runs or request updates for marketing submissions.
• Prepare the Summary of Insurance.
• Maintain client files, filing all documentation in ImageRight according to regional guidelines and managing tasks within ImageRight.
• Participate in Errors & Omission audits.
• Build positive working relationships with colleagues and clients.

Required profile

• Minimum of 2 to 5 years of industry experience with increasing responsibility.
• Good understanding of insurance terminology, the functions of an insurance broker and Business Insurance lines.
• Demonstrated ability to perform the duties of an Insurance Associate if currently employed at Marsh & McLennan.
• Currently holds or is pursuing an insurance designation, with willingness to pursue advanced designations and continuing education.
• Strong attention to detail, logical problem solving and clear oral and written communication.

Required skills

• Proficiency with MS Office (Word, Excel, Outlook).
• Ability to work in a stationary office setting using a keyboard, fax and copy machines and telephones.