Client Administrator

 

Summary:

The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining commercial insurance policies in accordance with the objectives and procedures outlined by the Director, Client Services.

Essential Duties and Responsibilities:

-- Process paperwork for new and renewal business to include:
-- Expiration Lists
-- Applications
-- Binders
-- Certificates of Insurance
-- Policies
-- Invoices
-- Finance Agreements
-- Endorsements
-- Audits
-- Perform account reconciliation.
-- Order and review Loss Run and Claim Status Reports.
-- Prepare Summary Of Insurance.
-- Maintain client files:
-- Image files into electronic file keeping system.
-- Document files with action items and their completed status.
-- Participate in Errors & Omission audits.
-- Establish and maintain positive and effective working relations with other Associates and clients.

Education and/or Experience:

-- A bachelor’s degree is required, or a minimum of 2 – 5 years industry experience showing increasing responsibility directly related to the performance of the above duties
-- A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of commercial insurance.
-- Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Barney & Barney.
-- Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License.
-- Willingness to pursue advanced insurance designations and continuing education.
-- Proficiency with MS Office software (i.e., Word, Excel and Outlook).
-- Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
-- Strong attention to detail.

Work Environment & Physical Demands:

-- 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 environment.

 

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