Client Account Administrator - The Gallagher Search Group

Responsibilities
 Identify correspondence from carriers via mail or Document Retrieval and determine if further action is needed:
o Premium confirmations, lapse notices, late notices (follow up and determineappropriate action)
o Check and file/scan/index confirmations for Variable Universal Life, Indexed Universal

Life, Premiums, policy changes etc.
 Process premium checks maintain premium check logs
 Monthly Cash Value ordering, follow up and distributing to service representative
 Policy Delete process
 Scan/Index policy statements
 M Financial Compliance - upload weekly scan of correspondence and complete submitweekly journals
 Split dollar spreadsheets/illustrations under service representative’s instructions
 Process Indexed Universal Life/ Variable Universal Life changes under Service

Representative’s instructions
 Assist Service Representatives with tasks, including but not limited to; obtaining up to dateforms, completing forms, mailing or emailing to client/carriers, obtaining confirmations,address changes, policy changes, premium invoices/reminders, monthly ticklers and updatinginternal systems
 Run inforce illustrations and order from carriers when we cannot run or didn’t write the policy
 Inforce review cover sheets and/or insurance summaries for policy reviews
 Smart Office Technician, update and maintain CRM/Client data base, monthly data feedadministration, run monthly tickler report and premium check log report

General Office Responsibilities
 Scanning, copying, mailing, faxing and filing paperwork
 Collaborate with advisor prior to meetings to determine what deliverables are required
 Prepare client ready presentations – both electronic and hard copies
 Streamline processes by creating templates/spreadsheets to maximize efficiency of workload
 Schedule appointments, events, and travel arrangements for the company
 Maintain our CRM system (Smart Office) – Input new clients, prospects, etc. and make sure tokeep information up to date and accurate
 Send out mass email correspondences using Constant Contact
 Drafting meeting notes from advisor dictations
 Complete back-up duties as assigned, such as phone, mail etc.
 Support general administrative needs as necessary