Client Analyst - Commercial Insurance

Provide support for client administrators in servicing all lines of business insurance in accordance with departmental objectives and procedures.

• Assist client administrator 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.
• · Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits.
• · Ordering and reviewing loss run and claim status reports.
• · Documenting client files regarding action items, follow up of outstanding issues, and completed tasks.
• · Complete applications as needed.
• · Create certificate notebooks.
• · Managing expiration lists.
• Process incoming mail to include policies, endorsements, invoices, loss control reports and loss runs.
• · Verify items needed to check incoming policies are available in imageright prior to providing the policy to the client administrator.
• · Set up original policies in binders.
• · Draft a summary of insurance for the client administrator to review.
• · Verify that endorsements are accurate, prepare the invoice, transmit a signed copy to the client and close the corresponding diary entry in imageright.
• · File monthly installment and direct bill invoices, loss runs, and loss control reports.
• Assist client administrator in handling business after the sale has been made and preparing for the marketing of renewal business.
• · Set up marketing folders and renewal workflow schedules.
• · Set up renewal policy files in imageright.
• · Gather and confirm information regarding new and renewal business through telephone and email contact with underwriters and clients.
• · Become proficient in the use of technology systems, software and tools such as imageright, bar coding and scanning used to perform duties.
• · Establish and maintain positive and effective working relations with other associates and clients.

• · 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 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.

· 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.

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The applicable base salary range for this role is $41,200 to $76,800.

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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.