Client administrator job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown has an exciting opportunity available for a Client Administrator for our team in Minneapolis, MN!

Responsible for providing a broad variety of administrative and staff support services for the Service Team. May collect and interpret data to produce reports; conduct special projects; coordinate meetings, conferences, presentations and travel arrangements; and compose correspondence and other documentation as needed. Frequently uses PC software packages for word processing, graphics, spread sheets, printing certificates of insurance, etc. Specific job duties vary by area/assignment.

WHAT YOU'LL DO:

Performs a broad variety of administrative duties and staff support services for an assigned group or manager. Responds to client requests for certificates of insurance or auto id cards. Collects and analyzes data, maintains records and databases, and prepares specialized reports using a variety of PC based software. Processes a variety of confidential information and documents. Organizes filing systems, answers phones, photocopies documents, prepares correspondence and documents, processes incoming and outgoing mail. Orders office supplies, schedules meetings, and maintains calendars for assigned area. May collect and interpret data to produce reports; conduct special projects, coordinate meetings, conferences, presentations and travel arrangements. Performs miscellaneous duties and projects as assigned.



WHAT YOU'LL NEED:


Well-developed reading, writing, and mathematical skills. Strong attention to detail. Ability to manage multiple tasks. Demonstrated administrative, secretarial, and clerical skills. Good keyboard and PC skills using word processing, spreadsheet and graphics software. Familiarity with various software applications and the ability to learn new software systems. Ability to identify and resolve exceptions and to interpret data. Good verbal and written communication skills and good grammatical skills. College degree preferred. Strong oral and written communication skills with a proven commitment to high quality customer service.



WHAT WE OFFER:


Excellent growth and advancement opportunities Competitive pay based on experience Paid Time Off (PTO) Generous benefits package: health, dental, vision, 401(k), etc. Employee Stock Purchase Plan


We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

The Client Administrator position (formerly called Account Associate) 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 Account 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 or GED 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)


Preferred:


Some college or technical training in related discipline Previous Sagitta and ImageRight experience



Working Environment



Work is performed indoors in a climate controlled office environment General technology as it relates to office administration Regular business hours with additional hours required during certain periods


Note: This job is not eligible for remote working from Colorado

Holman is a global automotive leader that serves both commercial and consumer clients The Holman Way by always doing the right thing for our people, our customers, and the community since 1924. The Holman story began nearly a century ago as a single Ford dealership in New Jersey. Today, Holman, headquartered in Mount Laurel, New Jersey, is one of the largest family-owned automotive service organizations in North America with more than 6,500 employees across North America, the UK, and Germany.

Holman delivers a unique range of automotive-centric services including industry-leading fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States. Guided by its deeply rooted core values and principles, Holman is continuously Driving What's Right.
Holman is currently accepting resumes for the position of Trainee - Client Administrator.

Schedule: M-F, in-office hybrid 2 days/week


Principal Purpose of Position:


Qualified candidate will receive inquiries from customers (internal and external) / drivers and coordinates with Holman departments to resolve in a timely manner Investigate and provide closed loop resolution to customer problems, logs all inquiries in Holman systems Process fleet database changes, duplicate material requests, and activation / deactivation of fuel card PINs per client parameters Update and audit client profiles while managing all third-party vendor communications Receive inquiries from customers (internal and external) and coordinator resolution efforts with Holman departments Investigate and provide resolution to client issues, log all inquiries and summaries of issue and resolution. Provide regular status updates on open items with clients. Perform all other duties and special projects as assigned



Education and/or Training:


Bachelor's degree required or equivalent work experience.



Relevant Work Experience:


1-3 years of customer service, account management or retail experience preferred Advanced Microsoft Office skills



At Holman, we exist to pro
vide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. That's why we are listening, open to learning new things - about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. It's The Holman Way.



Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.



This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.