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Business Insurance Trainee
2 months ago
This role 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, including creating Word documents and Excel spreadsheets, maintaining files and records in eMMA, and setting 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, sort, scan, and distribute via ImageRight Tasks mail and communications daily.
- Process Loss Run reports, request loss runs based on monthly reports, and follow up with carriers or wholesalers until loss runs are received and filed in electronic filing systems.
- Establish and maintain effective working relations with other associates, identify needs and competencies for advancement, and make use of appropriate training opportunities.
- Communicate system or process-related problems to supervisors, plan ahead, and problem-solve to anticipate, report, and help resolve problems that may occur.
- 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.
- Proficient with Microsoft Office software (Word, Excel, and Outlook).
- Successful work history demonstrating reliability and a positive attitude.
- Demonstrated ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in oral and written form.
- Attention to detail and an appreciation for a job well done.
The work is performed in a typical interior/office work environment, requiring the ability to use a computer keyboard, sit in a stationary position for extended periods, and use office machinery such as fax and copy machines, and telephones.
Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs, including health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs.
