Insurance Associate
Company | Marsh & McLennan |
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Location | Scottsdale, AZ, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Junior |
Requirements
- 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
Responsibilities
- 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
Preferred Qualifications
-
No preferred qualifications provided.