As our Insurance Assistant on the Gordon/Stones/Garman team, you'll assist with daily tasks and specific project activities supporting Client Representatives and Client Advisor roles. The job requires knowledge and familiarity of processes and procedures of file maintenance and client deliverables.
Here's what you can expect on a typical day:
Mail:
Process mail for coding and individual assignment based on the client team
Mail monthly installment invoices or statements to clients
Policies:
Monitors department suspense for complete processing of checked polices.
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 OR
If errors, process policy to client once CR/CA has addressed the errors & requested appropriate changes.
Endorsements including Audits:
After CR/CA approval process billing, confirming accuracy of data in Agency Management System updating as necessary and when correct send to client.
If endorsement has return premium request check from accounting. Follow-up with accounting for check if not received in a timely manner.
Certificates:
Complete daily cert requests under direct supervision of the CR/CA and transmit to Certificate Holder
Maintain Certificate Holder lists according to adopted procedures.
Process renewal certificates as assigned by CR/CA batch and distribute according to adopted standards.
Sagitta:
Add and maintain Prospects and Clients
Update policy data
Issue Auto ID Cards
Create Schedules of Insurance as requested
With more experience,
• Become proficient in the use of technology systems, software and tools such as ImageRight, and
Sagitta, pivot tables and data manipulation
• Establish and maintain positive and effective working relations with other Associates and Insurers
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
A high school diploma and three years related insurance experience.
Obtain and maintain a valid AK Business Insurance Agent License.
Proficient with Microsoft Office software at the Intermediate User Level (Word, Excel, and Outlook).
Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.
Strong oral and written communication skills and the ability to work with all levels of staff.
Agency management system experience preferred.
Strong customer service orientation (internal customer focus).
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.
