Provide service to clients in conjunction with the Risk Advisor &/or Senior Client Manager while providing assistant level support to the team members per the Client Administrator job description. Become familiar with all of his/her clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well serviced.

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

Other duties may be assigned.

With minimal daily oversight:

• Able to successfully complete Client Administrator duties, and backup as needed, 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.
• Manage the new business and renewal process; review risk management surveys. Identify exposure to loss and advise client on appropriate coverages.
• Develop marketing plan with Senior Client Manager and/or Risk Advisors and insureds. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms and pricing. Work with underwriters to obtain additional information from clients. 
• Work with the Risk Control Department to monitor complex or significant risk control and claims issues.
• Conduct contract and lease reviews to advise client on risk and compliance issues.
• Maintain positive client and insurance company relationships.
• Explain payment requirements to new and existing clients and provide past due follow-up.
•  Oversee, direct, plan and schedule the work of others. May train and give technical supervision to client service team members. 

Qualifications

• Current California Insurance License
• 5+ Years Client Management Experience
• Proficiency of PC Applications

Abilities

• You lead through your actions and embrace your responsibilities.
• You’re a continuous learner who is always seeking to improve.
• You put the team first and create ways to make your peers better.
• You deliver an exceptional level of service to those you work with.
• You have strong interpersonal skills and thrive in a team environment.
• You’re an effective communicator; both written and verbal.
• You can be trusted to handle confidential and sensitive information.
• You have strong organization and project management skills.
• You have the ability to focus on the task-at-hand and multi-task as needed.
• You’re great with attention to detail and producing high-quality work.
• You’re able to grasp complex issues and establish proactive solutions to address those issues.
• You have strong editing and writing skills.
• You have a positive attitude and work ethic.