Client Administrator (Commercial Lines)

Tempe, Arizona

Lovitt & Touché is part of the Marsh McLennan Agency serving Arizona and the Western region. A subsidiary of Marsh LLC, we boast the service, innovations and experience of the world's leading insurance broker and risk management advisor, yet we retain the close-knit, community-focused culture our firm was founded with in 1911.

Position Overview
The Client Administrator position assists in supporting the day-to-day service to our clients or carriers at the direction of the Client Managers and/or department manager.

Principal Duties and Responsibilities

  • Process changes to the policies at the direction of the Client Manager, to be sent to the carrier
  • Process, invoice (carry out billing procedures) and deliver to the client endorsements, cancellations, audits, etc. at the request and direction of the Account Manager
  • Follow operating procedures related to file and record maintenance procedures; carry out billing procedures for renewal policies; comply with applicable insurance regulations
  • May review policies received from carriers to ensure conformance to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications
  • Order policies and other insurance documents required to meet minimum standards from Insurance carriers at the request and direction of the Client Manager
  • May assist in updating client's loss history; collecting and compiling updated information on client exposures; and preparing schedules of insurance coverage and correspondences on routine insurance matters
  • May update applications and schedules (vehicles, drivers, equipment, etc.) at the request and direction of the Client Manager
  • May rate and issue company specific endorsements
  • Conduct all business in accordance with established policies and procedures
  • Other duties as assigned

Knowledge, Skills and Abilities
  • High School Diploma or GED
  • 1+ years in commercial lines insurance
  • Ability to obtain Arizona Property/Casualty license upon hire
  • Ability to effectively communicate, both written and verbally, to internal and external parties
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with clients, vendors and peers
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)

  • Some college or technical training in related discipline
  • Previous Sagitta and ImageRight experience

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