Client Analyst - Business Insurance

About the role

MMC is hiring a Client Analyst for its Business Insurance team in San Diego. The analyst supports associate client managers in servicing all lines of business insurance, following departmental objectives and procedures. The role involves processing documents, maintaining client files and helping prepare renewals.

Key responsibilities

• Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits.
• Order and review loss run and claim status reports.
• Document client files with action items, follow-up on outstanding issues and completed tasks.
• Complete applications, create certificate notebooks and manage expiration lists.
• Verify incoming policies, endorsements and invoices are available in Epic before giving them to the client administrator, then set up original policies in binders and draft summaries for review.
• Prepare invoices, send signed copies to clients and close diary entries in Epic.
• File monthly installment and direct bill invoices, loss runs and loss control reports.
• Help prepare post-sale business and renewals: set up marketing folders, renewal workflows and renewal policy files in Epic, and gather information on new and renewal business by calling underwriters and clients.
• Become proficient with Epic, bar coding and scanning, and maintain good working relations with colleagues and clients.

Required profile

• A bachelor's degree or ability to obtain one within two to three months, or 1-2 years of property and casualty experience with increasing responsibility.
• Valid, unrestricted California Fire & Casualty Solicitors license.
• AAI designation and willingness to pursue continuing education and insurance designations.
• Attention to detail while managing multiple tasks at varying pace.

Required skills

• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Use of Epic and bar coding and scanning equipment.

What we offer

• Base salary of $41,200 to $76,800, depending on experience, skills, location and certifications.
• Possible performance-based incentives.
• Health and welfare benefits, tuition assistance, 401K and other retirement programs, and employee assistance programs.