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Insurance Associate

1 month ago

Walnut Creek, California, United States Marsh & McLennan Companies Full time
Job Summary

We are seeking a highly motivated and detail-oriented Insurance Associate to join our team. As an Insurance Associate, you will play a critical role in preparing individuals for a career in client service. Our structured program is designed to educate and prepare self-motivated individuals for a rewarding career at Marsh & McLennan Agency.

Key Responsibilities
  • Provide administrative assistance to the department as needed
  • Maintain files and records in eMMA and set up client shells in Sagitta
  • Assist with clerical tasks such as copying, faxing, and scanning files
  • Download department mail from insurance carrier websites daily
  • Sort, scan, and distribute mail and communications daily
  • Process Loss Run reports and request loss runs as needed
  • Establish and maintain effective working relations with other associates
  • Develop familiarity with the department, its functions, and associates
  • Identify needs and competencies to be acquired for advancement
Requirements
  • High School Diploma or GED
  • Proficiency in Microsoft Excel and working knowledge in Word, Outlook, and PowerPoint
  • 1+ years in office or customer service environment
  • Excellent communication and time management skills
Working Environment

This role is performed indoors in a climate-controlled office environment. Regular business hours with additional hours required during certain periods.

We offer a competitive total rewards package, including health and welfare benefits, tuition assistance, 401K savings, and other retirement programs. We celebrate and promote the many backgrounds, heritages, and perspectives of our colleagues and clients.