CLIENT ADMINISTRATOR
DEPARTMENT: BUSINESS INSURANCE STATUS: NON-EXEMPT
REPORTS TO: DIRECTOR OF CLIENT SERVICES
SUMMARY
The primary focus of the Client Administrator is to provide technical support to Client Managers 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 filing guidelines.
− Manage Tasks within ImageRight.
• Participate in Errors & Omission audits.
• Establish and maintain positive and effective working relations with other Associates and clients.
EDUCATION AND/OR EXPERIENCE
• Minimum of 2 – 5 years industry experience showing increasing responsibility directly related to the performance of the above duties
• A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance insurance.
• Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Marsh & McLennan.
• Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
• Proficiency with MS Office software (i.e., Word, Excel and Outlook).
• Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
• Strong attention to detail.
WORK ENVIRONMENT & PHYSICAL DEMANDS
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use of f ice machinery such as fax and copy machines, and telephones.
• Work is performed in a typical interior office environment.
Skills Required
- 2–5 years of industry experience with increasing responsibility related to the listed duties
- Understanding of insurance terminology, insurance broker functions, and business insurance lines
- Current insurance designation or active progress toward obtaining one
- Willingness to pursue advanced insurance designations and continuing education
- Proficiency with Microsoft Office, including Word, Excel, and Outlook
- Ability to prioritize tasks, set and achieve goals, solve problems logically, and present clear, precise results
- Strong attention to detail
- Ability to use computer keyboards, office machinery, fax and copy machines, and telephones while sitting for extended periods
What We Do
Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC].
