Client Administrator - Private Client


The primary focus of the Client Administrator is to provide technical support toe Client Managers and Client Executives and to clients in maintaining Private Client insurance policies in accordance with the objectives and procedures outlined by the Private Client Procedures Manual and by the Director of Private Client Services.

Essential Duties and Responsibilities:

  • Process paperwork for new and renewal business to include:
    • Applications and other documents required for a submission
    • Process client invoices, endorsements, certificates, binders and coverage policies
  • Perform account reconciliation
  • Review Loss Runs and Claim Status Reports. Order and missing loss runs or request updated loss runs as needed for marketing submission.
  • Prepare Summary of Insurance
  • Have a good verbal and written communication skills for both client and internal communication.
  • Documenting client files regarding action items in ImageRight per regions filing guidelines
  • Establish and maintain positive and effective working relations with other Associates and clients
  • Employee Commission Refund Requests
  • Creating LPR’s BORs and Auto IDs
  • Processing signed LPR’s with the carrier
  • Creating Summaries and Proposals
  • Pulling Declarations, Policies, Endorsement, etc off carrier websites
  • Entering Commission and Estimated Premium/Updating Policy Multi
  • Creating and sending out Evidence of Insurance
  • Quoting on Insurance Carrier Websites
  • Filing
  • Process incoming mail to include policies, endorsements, invoices, loss control reports and Loss Runs.
    • Set up original policies in binders.
    • Verify that Endorsements are accurate, prepare the invoice, transmit a signed copy to the client and close the corresponding diary entry in ImageRight.
  • Become proficient in the use of technology systems, software and tools such as ImageRight, Bar Coding and Scanning used to perform duties.
  • Establish and maintain positive and effective working relations with other Associates and clients
  • All other duties as assigned.

Education and/or Experience

Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

This position interacts with and provides service to a large group of internal associates. The Client Administrator must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required:

Successful work history to include 3-5 years experience in a professional office setting directly related to job responsibilities specified above

  • Secondary education such as associate or bachelor degree preferred.
  • Proficiency with personal computers and Microsoft Office applications (i.e., Word, Excel and PowerPoint) with the ability to operate standard office equipment is required.
  • Skill in organizing resources and establishing priorities.
  • Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.
  • Demonstrated ability to develop, plan, and implement short- and long-range goals.
  • Achieve an AAI designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training
  • Maintain a valid, unrestricted California Life & Disability Property & Casualty License and meet continuing education requirements.

Work Environment & Physical Demands

  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
  • Work is performed in a typical interior/office work environment.


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