CLIENT ADMINISTRATOR I
SUMMARY:
As a Client Administrator on the Leadbetter team, the primary focus is to provide technical support to Client Executives and to clients in maintaining insurance policies in accordance with the objectives and procedures outlined by the Business Insurance manual and by the Director of Client Services.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
· Process paperwork for new and renewal business to include:
o Prep Acord forms and other documents required for submission.
o Maintain client level details in agency management system.
o Binders
o Management and production of renewal certificates
o Policies
o Invoices
o Finance agreements
o Endorsements
o Audits
o Perform account reconciliation.
With more experience:
· Assist in the processing of final audits.
· Become proficient in the use of technology systems, software, and tools such as EPIC and Indio.
· Establish and maintain positive and effective working relations with other associates and clients.
EDUCATION AND/OR EXPERIENCE:
VALUABLE BENEFITS:
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
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