Client Administrator
Core
Provide technical support to Client Executives and clients in maintaining insurance policies and processing paperwork for new and renewal business.
Role type
Client Administrator (Business Insurance)
Builds
Insurance policy documentation, binders, certificates, invoices, and finance agreements
Domain
Insurance
Required skills
Insurance policy administration, Acord forms preparation, agency management system maintenance, account reconciliation, Microsoft Office proficiency, audit processing
Preferred skills
ImageRight and Sagitta software proficiency, AINS or INS Designation, Surplus Lines License
Responsibilities
Process paperwork for new and renewal business, maintain client level details in agency management system, manage production of renewal certificates and policies, perform account reconciliation, assist in processing final audits
Seniority
Entry-level to Mid-level