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Insurance Associate

Insurance Associate

CompanyMarsh & McLennan
LocationScottsdale, AZ, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelJunior

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.