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Client Administrator

Role overview

Qualifications

  • High school diploma
  • 1-2 years insurance related experience or professional office experience
  • Proficient in Microsoft Office software (Word, Excel, Outlook)
  • Obtain and maintain a valid Alaska Business Insurance License

Responsibilities

  • Process paperwork for new and renewal business including Acord forms
  • Maintain client level details in agency management system
  • Perform account reconciliation
  • Establish and maintain positive working relations with associates and clients

Key facts

  • Remote from: United States
  • Full time
  • Junior (1-2 years)
  • Client Partner
  • 41 - 77K yearly
  • English

Hard skills

Other skills

  • Microsoft Office
  • Communication
  • Customer Service
  • Detail Oriented
  • Teamwork

About the company

Lippincott logo

Lippincott

Marketing & Advertising

Lippincott is a global creative consultancy. With a passion for solving our client’s toughest challenges, we create, grow and transform brands to define industries and transcend categories. A pioneer since 1943, we have shaped some of the world’s most iconic brands and experiences. From Coca-Cola to Samsung and Starbucks to Delta, our work drives growth and adds meaning to customers’ lives. As the brand and innovation experts of Oliver Wyman, we integrate deep industry, risk and operational expertise to deliver end-to-end solutions. Together, we create new possibilities for our clients to thrive in the future.

Company details

IndustryMarketing & Advertising
Company size51 - 200

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Job description

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
The applicable base salary range for this role is $41,200 to $76,800.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:February 1, 2027

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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