1119 client administrator jobs found

Company: Marsh McLennan Agency Description: 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 regions...

Company: Marsh McLennan Agency Description: CLIENT ADMINISTRATOR I DEPARTMENT: BUSINESS INSURANCE   STATUS: NON-EXEMPT SUMMARY: As a Client Administrator I on the Chadwick/Lauwers team, the primary focus is to provide technical support to Client Executives and to clients in maintaining insurance policies in accordance with the objectives and procedures outlined by the Business Insurance manual and by the Director of Client Services. ESSENTIAL DUTIES AND RESPONSIBILITIES: Process paperwork for new and renewal business to include: Prep Acord forms and other documents required for a submission. Maintain client level details in agency management system. Binders Management and production of renewal certificates Policies Invoices Finance agreements Endorsements Audits Perform account reconciliation. With more experience: Assist in the processing of final audits. Become proficient in the use of technology systems, software, and tools such as...

Company: Marsh McLennan Agency Description: 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 regions...

Company: Marsh McLennan Agency Description: 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...

Company: Marsh McLennan Agency Description: 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...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner. Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services. Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner. Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services. Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems...

As a  Client Liaison and Auction Administrator,  you’ll be responsible for providing outstanding customer service and administrative support to clients who wish to buy and sell their property with Broad Arrow Group. You’ll work alongside our Car Specialist team to ensure that clients have a positive experience and that the consignment and post-sale process runs smoothly. Ready to get in the driver’s seat? Join us! What you’ll do Manage and review consignment agreements, title and registration documents, and other documentation; flag any potential issues and resolve prior to auction Track marketing fees and follow up with clients as necessary to secure payment Maintain accurate records in company database by updating consignment details and other information throughout the lifecycle Coordinate photography and cataloguing for individual consignments as needed Scan historical documents to Research & Editorial team; prepare files for display Assist with proofreading...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides direct administrative support as required for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner. Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request. Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems....

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner. Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services. Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems...

Company: Marsh McLennan Agency Description: SUMM A RY  The Client Manager will provide advanced technical support to Client Executive Service as w ell as continue to perform the Client Administrator duties for existing clients, working in conjunction w ith other team m e mbers.  In addition, the Client Manager ma y occasionall y perform in the capacit y of a Client Executive Service for specificall y assigned accounts preparing for and providing rene w al and ne w  business presentations.    ESSEN T I A L DU T IES & RESPONSIBILI T IES  · 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 ne w and rene w al business.  · Proactivel y prepare rene w al specifications and rough draft proposals.  · Assist w ith and/or manage the marketing of rene w al business as directed b y Client Executive.  · Prepare experience modification projections using...

Company: Description: Department: Business Insurance Status: Non-Exempt Summary Provide support for Client Administrators in servicing all lines of Business Insurance 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...

Company: Marsh McLennan Agency Description: The  Insurance Associate  position prepares individuals for a career in client service. Our structured program is designed to educate and prepare self-motivated individuals for a rewarding career at Marsh McLennan Agency. You will be trained by the industry elite and be mentored by seasoned insurance professionals who invest time and resources into your professional growth and success. Principal Duties and Responsibilities Respond to departmental requests for administrative assistance Assist in maintaining files and records in eMMA and set up client shells in Sagitta Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed Download department mail from insurance carrier websites daily Sort, scan and distribute via ImageRight Tasks mail and communications daily Process Loss Run reports Request loss runs based on monthly reports and in accordance with the...

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: Summary 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...

Company: Description: Client Executive Service - Commercial Insurance Department:    Business Insurance Summary Assume responsibility for 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...

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: Contract Administrators are responsible for the execution of clerical business processes. These may include contract processing, cross sale contract creation, CRM data entry and verification, forms purchasing , document archiving and filing, assisting upper management, and other duties as assigned by the Manager .   Updates contract records in CRM database, or other internal tracking tools and research current contracts for Level I-type special projects (e.g., data entry, checking boxes, etc.).   Performs document processing – may include importing documents for archive, pulling templates, reviewing prior contracts, following best practices, and returning documents to stakeholders.   Create and process cross sale and new supplemental contracts , verifies...

Job Description: Position Overview The Senior Policy/Contract Administrator delivers policy administration support, which promotes a positive client/adviser experience. This role requires the ability to handle high volume service requests with agility and attention to detail. This position works under moderate supervision. We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. Responsibilities Demonstrate an understanding of Life and Annuity products sold to be able to handle and process simple to more complex non-financial transactions with a high caliber of quality and attention to detail Interpret each request and navigate multiple administration systems as well as our workflow and imaging tools to gain and document needed information Adhere to Service Level of Agreements (SLAs) and...

Provide customer service, dispute resolution, education and general claims consultation services to all assigned captive clients. Help support our TPA partners in successful claims administration. ESSENTIAL EDUCATION AND EXPERIENCE: Bachelor’s Degree or equivalency in a related discipline and at least five (5) years of experience in WC and P&C claims handling and/or claims customer service and have experience in face-to-face and telephonic client contact as it relates to commercial claims. SKILLS/COMPETENCIES REQUIREMENTS: Strong team attitude. Works well independently and in a team environment. Interpersonal skills. Maturity. Excellent written and verbal communication skills. Proficient in Microsoft Office, especially using Excel and Powerpoint, and other on-line computer systems. Comfortable making presentations to small and large groups. Organization, planning and prioritization skills. Strong analytical, problem solving and judgment skills....