Position Overview
The Client Administrator assists in supporting the day-to-day service to our clients or carriers at the direction of the Client Managers and/or department manager.

Principal Duties and Responsibilities

Process changes to the policies at the direction of the Client Manager, to be sent to the carrier

Process, invoice (carry out billing procedures) and deliver to the client endorsements, cancellations, audits, etc. at the request and direction of the Client Manager

Follow operating procedures related to file and record maintenance procedures; carry out billing procedures for renewal policies; comply with applicable insurance regulations

May review policies received from carriers to ensure conformance to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications

Order policies and other insurance documents required to meet minimum standards from Insurance carriers at the request and direction of the Client Manager

May assist in updating client’s loss history; collecting and compiling updated information on client exposures; and preparing schedules of insurance coverage and correspondences on routine insurance matters

May update applications and schedules (vehicles, drivers, equipment, etc.) at the request and direction of the Client Manager

May rate and issue company specific endorsements

Conduct all business in accordance with established policies and procedures

Other duties as assigned 

Knowledge, Skills and Abilities
Required:

High School Diploma or GED

1+ years in commercial lines insurance

Ability to obtain Arizona Property/Casualty license upon hire

Ability to effectively communicate, both written and verbally, to internal and external parties

Excellent time management, organizational and multi-tasking skills with high attention to detail

Ability to build and maintain effective relationships with clients, vendors and peers

Ability to work independently and in cross-functional teams

Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point) 

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