Client Administrator

Company:

Description:

CLIENT ADMINISTRATOR I

DEPARTMENT: BUSINESS INSURANCE

LOCATION: ANCHORAGE, ALASKA (Remote or On-site)

STATUS: NON-EXEMPT

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:

• A high school diploma and 1-2 years insurance related experience or professional office experience.
• Obtain and maintain a valid Alaska Business Insurance License.
• Obtain a Surplus Lines License in the first 2 years.
• Achieve an AINS or INS Designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
• Must be proficient in Microsoft Office software (Word, Excel, and Outlook)
• Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.
• Strong oral and written communication skills and the ability to work with all levels of staff.
• Strong customer service orientation (internal customer focus).

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:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities