Client Account Administrator
Job Description
Job Description
Responsibilities
Identify correspondence from carriers via mail or Document Retrieval and determine if further action is needed :
o Premium confirmations, lapse notices, late notices (follow up and determine appropriate action)
o Check and file / scan / index confirmations for Variable Universal Life, Indexed Universal
Life, Premiums, policy changes etc.
Process premium checks & maintain premium check logs
Monthly Cash Value ordering, follow up and distributing to service representative
Policy Delete process
Scan / Index policy statements
M Financial Compliance - upload weekly scan of correspondence and complete & submit weekly journals
Split dollar spreadsheets / illustrations under service representative’s instructions
Process Indexed Universal Life / Variable Universal Life changes under Service
Representative’s instructions
Assist Service Representatives with tasks, including but not limited to; obtaining up to date forms, completing forms, mailing or emailing to client / carriers, obtaining confirmations, address changes, policy changes, premium invoices / reminders, monthly ticklers and updating internal systems
Run inforce illustrations and order from carriers when we cannot run or didn’t write the policy
Inforce review cover sheets and / or insurance summaries for policy reviews
Smart Office Technician, update and maintain CRM / Client data base, monthly data feed administration, run monthly tickler report and premium check log report
General Office Responsibilities
Scanning, copying, mailing, faxing and filing paperwork
Collaborate with advisor prior to meetings to determine what deliverables are required
Prepare client ready presentations both electronic and hard copies
Streamline processes by creating templates / spreadsheets to maximize efficiency of workload
Schedule appointments, events, and travel arrangements for the company
Maintain our CRM system (Smart Office) Input new clients, prospects, etc. and make sure to keep information up to date and accurate
Send out mass email correspondences using Constant Contact
Drafting meeting notes from advisor dictations
Complete back-up duties as assigned, such as phone, mail etc.
Support general administrative needs as necessary
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