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Insurance Associate
Insurance AssociateMarsh McLennan • San Diego, CA, US
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Insurance Associate

Insurance Associate

Marsh McLennan • San Diego, CA, US
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  • serp_jobs.job_card.full_time
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Insurance Support Specialist

Provide support for Client Administrators and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.

Essential Duties & Responsibilities

  • Assist Client Administrators and Managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.
  • Mail :

Process New Mail

  • Mail monthly installment invoices to clients
  • Policies :

    • Prepare policy for policy checking by :

  • Confirming all necessary documents are in file
  • Creating policy checking request form.
  • Sending task to policy checkers
  • When checked policy is returned, if no errors, process the policy to the client.
  • If errors, process policy to client once CA / CM has addressed the errors or requested that the policy be sent pending review.
  • Endorsements :

    • Review endorsements for accuracy. If correct, send to client with explanatory email. If errors, process request for correction.

  • If endorsement has return premium request check from accounting. Follow-up with accounting for check if not received in a timely manner.
  • Follow-up with Carriers / Wholesalers for completion of endorsements.
  • Bill as necessary within agency defined timeline as outlined in procedures.
  • Cancellations / Reinstatements

    • File and Prepare for CA / CM. Update task to note policy with cancellation date.

  • Certificates :

    • Complete daily cert requests

  • Date off holders
  • Sagitta :

    • Add New Prospects and Clients

  • Update policy data
  • Issue Auto ID Cards
  • Create Applications
  • Manage the set up and use of the teams iPads.
  • Create Schedules of Insurance as requested.
  • Handle Special Projects as requested. With more experience, assist in the processing of Final Audits.
  • Become proficient in the use of technology systems, software and tools such as ImageRight, and Sagitta.
  • Establish and maintain positive and effective working relations with other Associates and clients.

    • Education and / or Experience

  • A bachelor's degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry Property & Casualty experience showing increasing responsibility directly related to the performance of the above duties is required.
  • Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors License.
  • Achieve an AAI, AINS or INS designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
  • Proficient with Microsoft Office software (Word, Excel, and Outlook).
  • Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.

    • Work Environment & Physical Demands

  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
  • Work is performed in a typical interior / office work environment.
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    Insurance Associate • San Diego, CA, US

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