Job Description

SUMMARY: The Account Administrator provides administrative and technical support to the team in order to facilitate excellent client service by being responsible for enhancing our client service with the management of various administrative and technical aspects of client accounts, as delegated by the Account Manager following Agency and carrier guidelines.

ESSENTIAL RESPONSIBILITIES:

Determines eligibility by obtaining information on clients including ordering MVRs

Compiles and sends submissions to Markets to obtain quotes and assists in ordering policies

Maintains accurate system Information according to Agency, Carrier and E&O Guidelines

Provides service to clients on routine inquiries including certificates and policies, and other items regarding the clients account

Works in conjunction with the Account Manager in the administration and preparation of summaries and proposals, direct notice of cancellations, and other assigned notices to client

Completes ACORD Applications

Checks policies, reviews Policy Checking notes and orders appropriate policy corrections

Responsible for endorsements processing including invoicing and submitting requests

Prepares and sends invoices

Administers audits and tracking invoicing and received payments

Reviews simple contracts

Prepares renewal documents i.e. proposals, orders loss runs, etc. and comparisons by inquiring about updates from client and learns to negotiate renewals

Works directly with clients, underwriters and Account Managers to ensure client needs are met

Enhances position knowledge by learning to understand complex contracts, bid spec/contract review and premium allocations

EDUCATION & EXPERIENCE:

High School Diploma or equivalent required

Active Ohio Property & Casualty License or obtained within 90 days of employment

Complete How Insurance Works Course or have equivalent knowledge

INS 21 Property & Liability Insurance Principles

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs.

*This job is not eligible for remote working from Colorado.