P&C Senior Client Administrator

P&C Senior Client Administrator
Salary:  $80-90K
Location:  Remote, Southern California preferred, must be able to work PST hours

The Senior Client Administrator assist the client service team in servicing and retaining of Commercial Accounts.  Work to ensure that client retention goals are met by responding promptly to requests per service standard timelines.  Training and mentoring other Client Administrators.

Duties

Other duties may be assigned.

• Responsible for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
• Assist Client Managers with insurance reviews:
  • Compare the insurance requirements to the coverages on the existing program.
  • Obtain quotes on coverages needed to comply with contract insurance requirements.
• Assist Client Managers in the renewal and new business processes:
  • Order loss runs from insurance carriers.
  • Request or process binders, auto ID cards, invoices & finance agreements
  • Prepare and/or update renewal surveys and proposals.
  • Send applications to the clients via Indio
  • Assist in other renewal and new business tasks as assigned by the Client Manager.
• Responsible for integrity of policy data on Agency Management Systems.
• Comply with and follow corporate workflow procedures and guidelines.
• Provide outstanding customer service and teamwork and seek to improve whenever possible.
• Training new and existing Client Administrators.
• Mentor new and existing Client Administrators. Schedule weekly check in meetings to ensure success.
• This position assists in mentoring and training new team members and is expected to inform Manager of all matters that may give rise to an E&O claim.

Qualifications

• High school diploma or general education degree (GED) and two to four years related experience and/or training.
• Word Processing, Spreadsheets, Internet, & Email
• Ability to obrain a California Property & Casualty Insurance License
• Willingness to pursue industry designations (CISR, CIC, CRM, ARM, CPCU, etc.)

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