Commercial Lines Client Admin (Must have insurance license) at Jobot
San Diego, CA 92101
About the Job
This Jobot Job is hosted by: Dana Stark
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $70,000 - $80,000 per year
A bit about us:
We have been established for over 30 yrs. and we are licensed to operate nationwide, and represent our clients with the best coverage options available.
Why join us?
We are a stable, growing company that is looking to take the business to the next level.
Job Details
The Client Administrator (CA) assists the client service team in servicing and retaining of Commercial Accounts. They work to ensure that client retention goals are met by responding promptly to requests per service standard timelines.
The following details a general list of duties, qualifications and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.
Duties
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.
Prepare and/or update renewal surveys and proposals.
Send applications to the clients.
Request or process binders, auto ID cards, invoices, finance agreements, etc.
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.
Qualifications
Bachelor’s Degree (Preferred)
3+ Year Client Administration Experience (Preferred)
Current California Insurance License (Preferred)
Proficiency of PC Applications (MS Office and EPIC)
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $70,000 - $80,000 per year
A bit about us:
We have been established for over 30 yrs. and we are licensed to operate nationwide, and represent our clients with the best coverage options available.
Why join us?
We are a stable, growing company that is looking to take the business to the next level.
Job Details
The Client Administrator (CA) assists the client service team in servicing and retaining of Commercial Accounts. They work to ensure that client retention goals are met by responding promptly to requests per service standard timelines.
The following details a general list of duties, qualifications and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.
Duties
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.
Prepare and/or update renewal surveys and proposals.
Send applications to the clients.
Request or process binders, auto ID cards, invoices, finance agreements, etc.
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.
Qualifications
Bachelor’s Degree (Preferred)
3+ Year Client Administration Experience (Preferred)
Current California Insurance License (Preferred)
Proficiency of PC Applications (MS Office and EPIC)
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
70,000 - 80,000 /year