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Insurance Associate

Insurance Associate

CompanyMarsh & McLennan
LocationLas Vegas, NV, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelJunior, Mid Level

Requirements

  • High School Diploma /GED
  • Working knowledge of Microsoft Office Suite be able to navigate through multiple systems without assistance.
  • Excellent organizational and time-management skills to handle multiple tasks and prioritize effectively.
  • Detail oriented to ensure accuracy.
  • Possess self-discipline, self-motivation, and ability to meet assigned objectives.
  • Ability to obtain P&C license after six months of hire

Responsibilities

  • Assist in the client review process by ordering designated summaries in advance of the review target date and provide assistance to the team in preparation of stewardship reviews; updating summaries; creating spreadsheets and other documents as requested; binding; obtaining quotes; remarketing where applicable.
  • Assist in the new business process by establishing applied file, creating binders, identification cards, cancellation forms and coordination of new business policy delivery.
  • At client advisor manager/client advisor’s direction quote coverages via carrier websites, locate carrier specific information and obtain policy declarations.
  • Interact with colleagues to assure work assignments given are prioritized as to importance; date needed and are delivered error-free and prior to deadline.
  • Process endorsements, mortgagee/Lienholder inquiries, client identification requests and billing inquiries.
  • Facilitate day-to-day operation of office by ensuring sufficient quantities of up-to-date, compliant supplies, marketing materials, mail delivery and scanning completed as instructed.
  • Effectively manage phone coverage to assure clients are immediately assisted and/or routed to the appropriate person in an efficient, friendly manner.

Preferred Qualifications

  • Preferred 2 years of insurance experience.
  • College degree preferred.
  • P & C license
  • Proficiency in the daily use of carrier websites for the purposes of quoting, locating carrier specific information and obtaining policy declarations as needed.