Commercial Senior Client Administrator Summary The Sr. Client Administrator assist the client service team in servicing and retaining of Commercial Accounts. Work to ensure that client retention goals are met by responding promptly to requests per service standard timelines. Training and mentoring other Client Administrators. The following details a general list of duties, qualifications and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role. Duties Other duties may be assigned. Responsible for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc. Assist Client Managers with insurance reviews: Compare the insurance requirements to the coverages on the existing program. Obtain quotes on coverages needed to comply with contract insurance requirements. Assist Client Managers in the renewal and new business processes: Order loss runs from insurance carriers. Request or process binders, auto ID cards, invoices & finance agreements Prepare and/or update renewal surveys and proposals. Send applications to the clients via Indio Assist in other renewal and new business tasks as assigned by the Client Manager. Responsible for integrity of policy data on Agency Management Systems. Comply with and follow corporate workflow procedures and guidelines. Provide outstanding customer service and teamwork and seek to improve whenever possible. Training new and existing Client Administrators. Mentor new and existing Client Administrators. Schedule weekly check in meetings to ensure success. This position assists in mentoring and training new team members and is expected to inform Manager of all matters that may give rise to an E&O claim. Qualifications Education and Work Experience High school diploma or general education degree (GED) and two to four years related experience and/or training. Reasoning Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Computer Skills This position requires use of the following software or applications: Word Processing, Spreadsheets, Internet, & Email Certificates, Licenses, Registrations (if applicable) Current California Property & Casualty Insurance License Must have industry designation of CISR or equivalent and willingness to pursue additional designations as needed (CIC, CRM, ARM, CPCU, etc.) Abilities You lead through your actions and embrace your responsibilities. You're a continuous learner who is always seeking to improve. You put the team first and create ways to make your peers better. You deliver an exceptional level of service to those you work with. You have strong interpersonal skills and thrive in a team environment. You're an effective communicator; both written and verbal. You can be trusted to handle confidential and sensitive information. You have strong organization and project management skills. You have the ability to focus on the task-at-hand and multi-task as needed. You're great with attention to detail and producing high-quality work. You're able to grasp complex issues and establish proactive solutions to address those issues. You have strong editing and writing skills. You have a positive attitude and work ethic.

Salary:

$80,000 - $95,000