Insurance Associate
Insurance Associate
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$ 40200 - 74900
1 Vacancy
Job Description
Company:
Marsh McLennan AgencyDescription:
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 daytoday 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. Followup with accounting for check if not received in a timely manner.
- Followup 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
- Mail:
- 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 bachelors degree or ability to receive the degree within two to three months or a minimum of 12 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.
#MMABI
#MMAwest
#LIDNI
The applicable base salary range for this role is $40200 to $74900.The base pay offered will be determined on factors such as experience skills training location certifications education and any applicable minimum wage requirements. Decisions will be determined on a casebycase basis. In addition to the base salary this position may be eligible for performancebased incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits tuition assistance 401K savings and other retirement programs as well as employee assistance programs.Required Experience:
IC
Employment Type
Full-Time
