Senior Client Analyst

Senior Client Analyst at Marsh McLennan Agency Senior Client Analyst at Marsh McLennan Agency in Phoenix, Arizona Posted in 12 days ago.

Type:

full-time

Job Description:

The Senior Client Analyst assists in supporting the day-to-day service to our clients or carriers at the direction of the Client Managers and/or department manager. Principal Duties and Responsibilities Process changes to the policies at the direction of the Client Manager, to be sent to the carrier Process, invoice (carry out billing procedures) and deliver to the client endorsements, cancellations, audits, etc. at the request and direction of the Client Manager Follow operating procedures related to file and record maintenance procedures; carry out billing procedures for renewal policies; comply with applicable insurance regulations May review policies received from carriers to ensure conformance to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications Order policies and other insurance documents required to meet minimum standards from Insurance carriers at the request and direction of the Client Manager May assist in updating client's loss history; collecting and compiling updated information on client exposures; and preparing schedules of insurance coverage and correspondences on routine insurance matters May update applications and schedules (vehicles, drivers, equipment, etc.) at the request and direction of the Client Manager May rate and issue company specific endorsements Conduct all business in accordance with established policies and procedures Other duties as assigned

Knowledge, Skills and Abilities Required:

High School Diploma 1+ years in commercial lines insurance Ability to obtain Arizona Property/Casualty license upon hire Ability to effectively communicate, both written and verbally, to internal and external parties Excellent time management, organizational and multi-tasking skills with high attention to detail Ability to build and maintain effective relationships with clients, vendors and peers Ability to work independently and in cross-functional teams Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)