Insurance Associate

2 days ago


Walnut Creek, California, United States Marsh LLC Full time

The Insurance Associate position at Marsh & McLennan Agency is a career-launching opportunity for individuals seeking a role in client service. Our structured program is designed to educate and prepare self-motivated individuals for a rewarding career in the insurance industry. You will be trained by industry experts and mentored by seasoned insurance professionals who invest time and resources into your professional growth and success.

Key Responsibilities

  • Provide administrative support to the department, including responding to requests, maintaining files, and setting up client shells.
  • Assist with clerical tasks, such as copying, faxing, and scanning documents.
  • Download department mail from insurance carrier websites daily and sort, scan, and distribute via ImageRight Tasks mail and communications.
  • Process Loss Run reports and request loss runs based on monthly reports and carrier requirements.
  • Establish and maintain effective working relationships with other associates and develop familiarity with the department's functions and associates.
  • Identify needs and competencies for advancement and make use of training opportunities.
  • Communicate system or process-related problems to the supervisor.
  • Earn a P&C Producers license upon completion of the program.

Requirements

  • High School Diploma or GED.
  • Proficiency in Microsoft Excel and working knowledge in Word, Outlook, and PowerPoint.
  • 1+ years in an 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.

Working Environment

  • Work is performed indoors in a climate-controlled office environment.
  • General technology as it relates to office administration.
  • Regular business hours with additional hours required during certain periods.

The base salary range for this role is $46,000 to $67,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We offer a competitive total rewards package, including health and welfare benefits, tuition assistance, 401K savings, and other retirement programs, as well as employee assistance programs.

We celebrate and promote the many backgrounds, heritages, and perspectives of our colleagues and clients. 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. For more information about our company, please visit us at: #MMAwest #LI-DNI


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