About this role
Client Analyst
Location
1 Polaris Way, Aliso Viejo, CA 92656, United States of America
Category
Customer Services
Job Id
R_366234
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Summary
The Client Analyst will provide essential support to Client Administrators and Managers, focusing on servicing insurance accounts and ensuring accurate policy processing. Responsibilities include preparing and mailing invoices, managing endorsements, handling cancellations, and maintaining policy data. The role requires a bachelor’s degree or equivalent experience, a valid California Fire & Casualty Solicitors License, and proficiency in Microsoft Office. Candidates should have 1-2 years of property & casualty experience, strong attention to detail, and the ability to manage multiple tasks. The position offers a base salary range of $41,200 to $76,800, with eligibility for performance-based incentives and a comprehensive benefits package.
JOB DESCRIPTION
Summary
Provide support for Client Administrators and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.
Essential Duties & Responsibilities
- Assist Client Administrators and Managers 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.
- Mail:
- Process New Mail
- Mail monthly installment invoices to clients
- Policies:
- Prepare policy for policy checking by:
- Confirming all necessary documents are in file
- Creating policy checking request form.
- Sending task to policy checkers
- When checked policy is returned, if no errors, process the policy to the client.
- If errors, process policy to client once CA/CM has addressed the errors or requested that the policy be sent pending review.
- Endorsements:
- Review endorsements for accuracy. If correct, send to client with explanatory email. If errors, process request for correction.
- If endorsement has return premium request check from accounting. Follow-up with accounting for check if not received in a timely manner.
- Follow-up with Carriers/Wholesalers for completion of endorsements.
- Bill as necessary within agency defined timeline as outlined in procedures.
- Cancellations/Reinstatements
- File and Prepare for CA/CM. Update task to note policy with cancellation date.
- Certificates:
- Complete daily cert requests
- Date off holders
- Sagitta:
- Add New Prospects and Clients
- Update policy data
- Issue Auto ID Cards
- Create Applications
- Manage the set up and use of the teams iPads.
- Create Schedules of Insurance as requested
- Handle Special Projects as requested.
- With more experience, assist in the processing of Final Audits.
- Become proficient in the use of technology systems, software and tools such as ImageRight, and Sagitta.
- Establish and maintain positive and effective working relations with other Associates and clients.
Education and/or Experience
- 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, AINS or INS 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.
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 work environment.
MMAwest
LI-DNI
MMABI
The applicable base salary range for this role is $41,200 to $76,800.
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.
Apply Now
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