Client Administrator

Job description

Description: CLIENT ADMINISTRATOR I SUMMARY: As a Client Administrator I 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: - Prep Acord forms and other documents required for a submission. - Maintain client level details in agency management system. - Binders - Management and production of renewal certificates - Policies - Invoices - Finance agreements - Endorsements - Audits - 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 ImageRight and Sagitta - Establish and maintain positive and effective working relations with other associates and clients. EDUCATION AND/OR EXPERIENCE: - A high school diploma and 1-2 years insurance related experience or professional office experience. - Obtain and maintain a valid Alaska Business Insurance Lic...