Insurance Associate

Insurance Associate

The Insurance Associate position prepares individuals for a career in client service. Our structured program is designed to educate and prepare self-motivated individuals for a rewarding career at Marsh McLennan Agency. You will be trained by the industry elite and be mentored by seasoned insurance professionals who invest time and resources into your professional growth and success. Principal duties and responsibilities include :

Respond to departmental requests for administrative assistance

Assist in maintaining files and records in eMMA and set up client shells in Sagitta

Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed

Download department mail from insurance carrier websites daily

Sort, scan and distribute via ImageRight Tasks mail and communications daily

Process Loss Run reports

Request loss runs based on monthly reports and in accordance with the carrier's requirements

Follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system

Inform Client Administrator / Manager if the loss run will be delayed

Establish and maintain effective working relations with other associates

Develop familiarity with the department, its functions, and associates

Identify needs and competencies to be acquired for advancement, and make use of appropriate training opportunities

Communicate system or process related problems to supervisor

Enroll in an AIS or AINS designation course

Earn a P&C Producers license upon completion of the program

Other duties as assigned

Knowledge, skills and abilities required :

Proficiency in Microsoft Excel and working knowledge in Word, Outlook and PowerPoint

1+ years in office or customer service environment

Ability to effectively communicate, both written and verbally, with 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 carriers, peers and clients

Ability to work independently and in cross-functional teams