Insurance Program Coordinator
1 month ago
We are seeking a highly skilled Client Services Partner to join our team at Marsh & McLennan Agency. As a key member of our agency workforce, you will play a critical role in ensuring superior service to our clients.
Key Responsibilities:- Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.
- Generate surveys and request renewal applications, prepare Loss Summaries, and prepare Proposals for renewal terms.
- Initiate Premium Finance Requests, issue Certificates of Insurance and Auto ID cards, and prepare Schedules of Insurance for delivery to client.
- Process Policy Audits and Monthly Reports, identify and resolve Accounting discrepancies, and create requests for changes to client's coverages.
- Function as a team member of the Agency Workforce to ensure superior service to all MMA Clients.
- Perform tasks assigned as part of the Agency Standard Service Plan, attend meetings with Risk Management Team as appropriate, and manage client's use of Certificate program.
- Treat clients, prospects, and company employees with courtesy and respect, contribute to a team approach toward meeting goals and providing excellent client service.
- Coordinate and monitor usage and quality of outsourcing teams, demonstrate cooperation and effective communication with clients, vendors, and co-workers.
- Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity, and tactfulness.
- Education: College Degree, preferred.
- Internal team rotation recommended (required if not training in a specific vertical).
- Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
- Operational knowledge of various Windows-based application programs such as Excel and Word.
- Willing to work overtime due to cyclical nature of business.
We offer a competitive salary and comprehensive benefits package, including health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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