Summary

The Client coordinator will provide advanced technical support to Client Services as well as perform the Client Administrator duties for existing clients, working in conjunction with other team members and departments. In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations. 

Essential Duties & Responsibilities

• Perform all duties of a Client Administrator at an exceptional level while assisting in analyzing coverages and claims data for new and renewal business.
• Proactively prepare renewal specifications and rough draft proposals.
• Assist with and/or manage the marketing of renewal business as directed.
• Review accuracy of experience modification calculations published by state rating agencies/bureaus.
•  Timely review policy checking notes from policy checkers and make corrections to the policy as necessary. Review issues with ownership/directors as necessary. Manage the timely delivery of the policies to the client either via email, in person or via online portal.
• Assist in completion of Client Reports.
• Review loss run and claim status reports.
• Prepare Loss Summaries and Large Loss Reports.
• Assist with collections of Accounts Receivables.
• Participate in E&O Audits.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.

Education and/or Experience

• Bachelor’s degree plus 2-3 years of Client service is required; or, a minimum of 3-5 years industry experience showing increasing responsibility directly related to the performance of the above duties with an emphasis on excellent client service.
• Maintain a valid unrestricted California Property & Casualty license.
• Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
• Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of commercial insurance.
• Proficiency with MS Office Software (Word, Excel, Outlook).
• Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. 
• Work is performed in a typical interior/office work environment M-F.
• Individual shall not pose a direct threat to the health or safety of other individuals in the workplace.

The applicable base salary range for this role is $57,000 to $62,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. We are excited to offer a competitive total rewards package which includes health and welfare benefits, 401K savings and other retirement programs. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.