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 position duties
- Understanding of insurance terminology, insurance broker functions, and business insurance lines
- Insurance designation held or in progress, with willingness to pursue advanced 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
- Good verbal and written communication skills
- Ability to use computer keyboards and office equipment while sitting for extended periods
Marsh McLennan Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.
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Leave & Time Off Breadth — Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
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Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
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Retirement Support — Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.
Marsh McLennan Insights
What We Do
Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.
