Client Administrator
Core
Provide technical support to Client Executives and clients to maintain Business Insurance policies in accordance with company procedures.
Role type
Client Administrator (Business Insurance)
Builds
Business Insurance policies and related documentation
Domain
Insurance / Brokerage
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Business Insurance policy administration, account reconciliation, loss run analysis, certificate of insurance generation, invoice processing, file management, MS Office proficiency, California Fire & Casualty Solicitors License
Preferred skills
Insurance designations, advanced insurance continuing education
Responsibilities
Process paperwork for new and renewal business including applications, binders, certificates, policies, invoices, and endorsements; Perform account reconciliation; Review Loss Runs and Claim Status Reports; Prepare Summary Of Insurance; Maintain client files and documentation in ImageRight; Participate in Errors & Omission audits.
Seniority
Individual Contributor