19 client administrator jobs found in San Diego

Company: Marsh McLennan Agency Description: Summary The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services. Essential Duties & Responsibilities Process paperwork for new and renewal business to include: Applications and other documents required for a submission Binders Certificates of Insurance Policies Invoices Finance Agreements Endorsements Audits Perform account reconciliation. Review Loss Runs and Claim Status Reports.  Order any missing  loss runs or request updated loss runs as needed for marketing submission. Prepare Summary Of Insurance. Have good verbal and written communication skills for both client and internal communication. Maintain client files.  File all documentation in ImageRight per...

Company: Description: Under the guidance of the Sales Manager, this position is responsible for developing new accounts and retention of existing business. Essential Duties & Responsibilities Develop new business to achieve sales goals as agreed upon by the Client Advisor and the Director of Sales. Research prospective clients to assess exposure by evaluating financials, operations, industry challenges and other determinative factors. Become proficient at assessing viability of new business opportunities, through investigation of their current broker relationship, services received through their current broker, coverage sufficiency and any value added services we may be able to provide. Provide written prospect reports summarizing findings. Attend industry specific seminars, workshops, and other networking events to develop contacts and relationships which may lead to niche market opportunities. Develop and adhere to a disciplined sales strategy in conjunction...

Company: Description: The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members.  In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.  Essential Duties & Responsibilities Continue to perform all duties of a Client Administrator at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business. Proactively prepare renewal specifications and rough draft proposals. Assist with and/or manage the marketing of renewal business as directed by Client Executive. Prepare experience modification projections using Intellicomp or other available software. Review accuracy of experience modification...

Company: Description: Summary: Provide support for client administrators in servicing all lines of business insurance in accordance with departmental objectives and procedures. Essential Duties & Responsibilities: Assist client administrator 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. Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits. Ordering and reviewing loss run and claim status reports. Documenting client files regarding action items, follow up of outstanding issues, and completed tasks. Complete applications as needed. Create certificate notebooks. Managing expiration lists. Process incoming mail to include policies, endorsements, invoices, loss control reports and loss runs. Verify items needed to check incoming policies are available in imageright prior to...

Company: Marsh McLennan Agency Description: Assume responsibility for World Class Client accounts and other accounts as assigned.  Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports. Manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise and inform. Coordinate activities on accounts. Review and deliver summary, proposals and policies. Lead, present and participate in meetings with clients. Maintain current Insurance Summaries on all accounts. Update COW’s annually on all accounts. Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings, etc.)...

Company: Description: Summary: Provide support for client administrators in servicing all lines of business insurance in accordance with departmental objectives and procedures. Essential Duties & Responsibilities: Assist client administrator 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. Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits. Ordering and reviewing loss run and claim status reports. Documenting client files regarding action items, follow up of outstanding issues, and completed tasks. Complete applications as needed. Create certificate notebooks. Managing expiration lists. Process incoming mail to include policies, endorsements, invoices, loss control reports and loss runs. Verify items needed to check incoming policies are available in imageright prior to...

Company: Marsh McLennan Agency Description: Summary Assume responsibility for World Class Client accounts and other accounts as assigned.  Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities Oversee ongoing account service activities. Prepare monthly production and activity reports. Manage/collect receivables in conjunction with Client Sales Executive. Meet regularly with Client Sales Executive to update, advise and inform. Coordinate activities on accounts. Review and deliver summary, proposals and policies. Lead, present and participate in meetings with clients. Maintain current Insurance Summaries on all accounts. Update COW’s annually on all accounts. Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings,...

Company: Marsh McLennan Agency Description: 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...

Job Description About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.     Job Summary   SBMA, a third-party administrator, is an affordable ACA-compliant benefits provider to thousands of employers. Their goal is to simplify the complexity of providing employee benefits. SBMA...

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary Acrisure is seeking a Client Relationship Manager to join our growing SBMA team in San Diego.  SBMA, a third-party administrator, is an affordable ACA-compliant benefits provider to thousands of employers. Their goal is to simplify the complexity of...

Job Description A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.       In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.     Job Summary   SBMA, a third-party administrator, is an affordable ACA-compliant benefits provider to thousands of employers. Their goal is to simplify the complexity of providing employee benefits. SBMA is different because of its personal...

Job Description A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.     Job Summary   SBMA is a dedicated third-party administrator (TPA) specializing in affordable, ACA-compliant benefits for employer groups of all sizes. With a mission to simplify employee benefits, SBMA focuses on delivering...

Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our  journey as we strive to transform the insurance  carrier space. We're proud to be in business for over 50 years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible. Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It's our team members who make us an employer of choice and the vibrant company we are today. We strive to make both our  internal and external communities better everyday! Learn more...

WHAT WE'RE LOOKING FOR Berkshire Hathaway Homestate Companies has an immediate opportunity for an experienced workers compensation adjuster. We're looking for self-starters who can work under minimum direction, can achieve defined results, and are willing to accept ownership for their work product. This Claims Professional is responsible for the management of a caseload of workers compensation indemnity claims from inception to resolution, performing initial investigation and compensability determination, reserve analysis and strategic planning, timely benefit administration to injured workers, and coordination of medical care and legal process, while maintaining the highest level of service to our insureds.   ESSENTIAL RESPONSIBILITIES Conducts the investigation of reported claims via three-point contact calls to determine coverage, compensability and severity, and to gather all other relevant information, documenting all relevant information thoroughly and...

The Claims Quality Assurance serves as the technical claims expert for the Claims Operations by auditing compliance with established CorVel, industry and carrier claim handling standards. The primary responsibility is evaluating claim handling quality, accuracy, and timeliness in categories including but not limited to: coverage analysis, investigation, valuation, reserving, compliance and accurate disposition of claims. This role has the ability to interpret results and trends in order to deliver operational reporting, and participate in the development and presentation of training.   This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Model ethical behavior and executes job responsibilities in accordance with CorVel’s core values, ethics, and information protection policies Serve as technical QA lead to assigned offices or departments Lead QA projects and serve as primary coordinator for senior leadership of assigned offices Support...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an opening in our San Diego office for a Claims Unit Supervisor. This individual will provide oversight and guidance to a team of Claims Professionals in the strategic management of workers' compensation indemnity claims while ensuring gold-standard service to injured workers and our insureds.   LEADERSHIP RESPONSIBILITIES Leads a unit of five to seven Claims Professionals of varying experience levels.  Establishes a workplace culture of professionalism, collaboration and inclusion, and excellence in service, aligning with our corporate mission and shared values. Establishes common goals.  Provides effective performance feedback through employee recognition, rewards, and disciplinary action, with the assistance of Human Resources as necessary. Able to transition between Supervisor and Claims Professional roles to effectively complete tasks and accomplish goals.  Actively...

Job Description Company Overview SBMA, a third-party administrator, is an affordable ACA-compliant benefits provider to thousands of employers. Their goal is to simplify the complexity of providing employee benefits. SBMA differentiates itself through personal service, implementation speed, and innovative benefits coverage approach. SBMA is currently seeking an Information Developer II to join our team. This team member will work on managing data file exchange implementations with vendors, integrating with remote or cloud-based systems, and working with other departments to make repetitive and IT-related functions more efficient. Our Culture   This department fosters a culture of transparency and learning through direct and frequent communication, cross-training, mentorship, and simply trying new things. We believe in:   Open Communication : Encouraging open dialogue and feedback to ensure everyone is heard and valued. Continuous Learning : Promoting a...

Company: Description: SUMMARY Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned. ESSENTIAL DUTIES & RESPONSIBILITIES  Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.  Prepare administration pricing of accounts.  Analyze proposals, inclusive of costs and benefits.  Review with Client Executives, Principals and/or Client Managers the results of the bidding process.  Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented.  Maintain and organize the customer relationship management system, Salesforce. .  Track Plan Transfers and Broker of Record...

Position Summary The Property and Casualty Underwriting Associate is responsible for ensuring the accuracy of existing policy information for renewals, communicating effectively with clients for information gathering, and supporting the underwriting process through precise documentation. The role conducts risk assessments and audits for insurance applications, calculates premium and generates reports. They ensure strict adherence to company policies, industry regulations, and compliance standards in all underwriting activities. What will your job entail? Job Responsibilities: • Evaluates and maintains existing policy information to ensure data is current, accurate, and appropriately priced for renewal. • Responds to client requests and questions, offering information and advice regarding the insurance products & underwriting appetite. • Communicates with clients to gather necessary information, resolves inquiries, and ensures a smooth underwriting process. •...