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Client Administrator
$49,000–$91,300 year
On-site · San Diego, California, United States
Job Summary
The Client Administrator provides technical support to Client Executives and clients in managing Business Insurance policies. Key responsibilities include processing paperwork for new and renewed business, performing account reconciliations, reviewing loss runs, maintaining client files, and managing documentation within ImageRight. The role requires strong verbal and written communication skills, attention to detail, and effective relationship management. A bachelor's degree or equivalent industry experience is mandatory, along with a California Fire & Casualty Solicitors License and proficiency in MS Office.
Required Qualifications
- Bachelor's degree or a minimum of 2-5 years industry experience
- Valid unrestricted California Fire & Casualty Solicitors License
- Good understanding of insurance terminology and functions of an insurance broker
- Demonstrated ability to perform duties of an Insurance Associate
Desired Qualifications
- Willingness to pursue advanced insurance designations and continuing education
- Proficiency with MS Office software (i.e., Word, Excel and Outlook)
- Ability to prioritize tasks and set and achieve goals
- Strong attention to detail
- Logical problem-solving skills
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