Insurance Associate
Company | Marsh & McLennan |
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Location | Las Vegas, NV, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Junior, 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.