Client Analyst - Commercial Insurance

Job description preview

From Marsh McLennan’s original posting

Company: Description: Summary: Provide support for client administrators in servicing all lines of business 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 check incoming policies are available in imageright prior to providing the policy to the client administrator. · Set up original policies in binders. · Draft a summary of insurance for the client administrator to review. · Verify that endorsements are accurate, prepare the invoice,…