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Business Insurance Development Associate

2 months ago

Walnut Creek, California, United States Marsh & McLennan Companies Full time
About the Role

This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement into the Client Administrator, Client Manager, and Client Executive positions, each building on the previous position's skills.

Key Responsibilities
  • Respond to departmental requests for administrative assistance with the following:
  • Create Word documents and Excel spreadsheets.
  • Assist in maintaining files and records in eMMA.
  • Set up client shells in Sagitta.
  • Provide clerical assistance with copying, faxing, mass mailings, assembling binders, and scanning files as needed.
  • Daily Download Department mail from Insurance Carrier Websites.
  • Sort, scan, and distribute via ImageRight Tasks mail and communications daily.
  • Handle special projects as assigned.
  • 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.
  • Process Rush requests as needed.
  • Establish and maintain effective working relations with other 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.
  • Plan ahead and problem-solve - anticipate, report, and help resolve problems that may occur.
  • Start learning coverages by reading Kaplan books and attending coverage training classes when offered.
  • Enrollment in AIS or AINS designation course.
  • If potential for advancement is recognized by supervisor, enrollment in insurance licensing school and passing the Property & Casualty licensing test is required for advancement.
Requirements
  • A bachelor's degree or ability to receive the degree within two to three months, or 1-3 years of experience performing in a professional administrative or customer service capacity is required.
  • Proficient with Microsoft Office software (Word, Excel, and Outlook).
  • Successful work history demonstrating reliability and a positive attitude.
  • Demonstrated ability to prioritize tasks, and set and achieve goals.
  • Demonstrated ability to think logically in solving problems assigned and present results neatly, with clarity and precision in oral and written form.
  • Attention to detail and an appreciation for a job well done.
Work Environment

The work is performed in a typical interior/office work environment.